My career has followed a path managing a portfolio of HNW international banking clients (B2C) and more recently managing relationships on a B2B basis within the online gaming arena. I am a self-motivated and dedicated team player who is comfortable working alone as well as in a team. Having lived in 4 different countries, I embrace change and look forward to new adventures.
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Crm SpecialistMansion Group Oct 2022 - Apr 2023Gibraltar, GibraltarKey Responsibilities:• Liaising with Games Providers (B2B) to implement and market Network promotions• Working with the in-house Casino Team, monitoring new game launches and ensuring marketing material and games banners are ready for launch days, targeting specific life cycles and linking to multiple brands• Ensuring that each promotion is fully compliant in their respective regulated territories • Managing the Retention Team's Confluence pages, keeping it up to date with new processes and information reviews. -
Vip Incentive & Event SpecialistMansion Group Jul 2018 - Oct 2022Gibraltar, GibraltarKey Responsibilities: • Research into localised global suppliers to keep company expenditure within budget and to ensure client rewards remain exciting and enticing• Post gift & event campaign feedback, learning from and sharing best practice• Delivery of 'post analysis campaign results' monitoring client reward take up• Maintaining up to date policies to ensure company adherence to specific country regulatory compliance Achievements:• Successfully sourced new suppliers creating 2 new 'fresh look and feel' web-shops for the VIPs with additional tiered cashback returns for the company• Ran Q gift sends reporting on average a 56% overall take up, with a split of 51% gifts & 48% bonuses• Designed and implemented a gift and event tracking and cost management reporting tool for the business and for the supplier to use, improving time management and cost tracking• Designed iAffiliates booth at ICE, sourced merchandise & goody bag giveaways, refreshments and extra staffing • Referred the business to a new Financial institution resulting in year 1 projected savings of approx £10k -
Vip Gifts & Events Co-OrdinatorMansion Group Limited Sep 2013 - Jul 2018Gibraltar, Gibraltar• Research, propose & co-ordinate the end-to-end journey of gift campaigns and event planning• Working closely with VIP & HR teams to offer seamless user journeys, delivering rewards and experiences to clients in a timely manner• Recording, checking and retaining accurate financial expenditure to remain in budget -
Senior Training Co-OrdinatorBarclays Wealth Management Dec 2006 - Sep 2007GibraltarCo-ordinating the delivery of a company wide training plan to over 100 staff members in a satellite office. Key Responsibilities:• Planning and structuring training across the board from Directors to office juniors.• Writing training manuals. -
International Investment ManagerBarclays Wealth Management Jan 2006 - Oct 2006Isle Of ManA key member of the Personal/Premier Investment Team, marketing a range of both regulated and non regulated investment products. The delivery of excellent customer service whilst maintaining regulatory risk controls contributing to a strong flow of investment commissions.• Fully regulated and Bank recognised competent Investment Advisor, IAC & CeMAP qualified. • Increasing wallet share by attracting new business to the Group through referrals, new AUM, and both client and asset retention.• Ongoing servicing of clients, sharing knowledge in both banking and investment arenas resulting in new business and commission.• Developing International Personal Bankers, coaching them to improve quality of leads and reaching commission targets. -
Senior Account ManagerBarclays Wealth Management Mar 2003 - Jan 2006Isle Of ManResponsible for a portfolio of approximately 300 clients. Identifying their needs growing the ‘business’ and contributing to wallet share. Introducing the client to a variety of income earning options at the same time as providing solutions to their problems.• Consistent high quality advice and service given on every occasion• Providing solutions so clients can attain their goals • Developing new relationships and generation of income through referrals• Aware of compliance and risk issues• Mindful of right client right segment• Capturing and updating information for clients in order to comply with KYC regulations• Introducing junior staff to the Premier role and providing ongoing mentoring and support -
Relationship Manager - International PremierBarclays Wealth Management May 1998 - Mar 2003Isle Of ManEffectively managed a portfolio of 100 International Premier Clients, identifying their needs through regular proactive contact. Attained a ‘consistently high level of performance’ appraisal rating through:• Delivery of high quality customer service• Collating relevant information to be used in future Client Financial Planning Meetings• Increasing Premier profits by producing high quality investment leads converting them into good quality sales• Supporting existing members of the team and training new team members• Key driver for the development and training of the Premier Admin Team in it’s infancy -
Loans SpecialistBarclays Wealth Management Oct 1996 - May 1998Isle Of ManHelped to implement changes within the role and played an integral part in the training of the Personal Bankers to process lending requests from Personal International Clients. -
International Personal Banker (Secondment 2Nd Time)Barclays France Jun 1996 - Oct 1996Paris -
General Junior PositionsBarclays Uk Jul 1989 - Jun 1996Chester, United Kingdom
Frequently Asked Questions about Katherine A
What is Katherine A's role at the current company?
Katherine A's current role is VIP Organiser/Co-ordinator(B2B) | Relationship Management(B2C) | IAC Cert | CeMap.
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Katherine A.
Aws Certified Cloud Engineer | Afro Latina In Tech | Cybersecurity Enthusiast | Professional NetworkerNew York City Metropolitan Area1verizon.net -
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Katherine A.
United States
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