I founded Blank Canvas, a Creative Agency based in Edinburgh to help companies reach their business goals using strategy and design.

• Proactively established, grew and successfully managed a portfolio of 350 HSBC's high value clients. Created lasting and trusting relationships that were recognised by numerous local and national awards.• Conducted regular comprehensive financial reviews that identified opportunities and promoted products and services. This resulted in significantly increased revenue with high levels of repeat business.• Built strong and beneficial internal connections with other key business… Show more • Proactively established, grew and successfully managed a portfolio of 350 HSBC's high value clients. Created lasting and trusting relationships that were recognised by numerous local and national awards.• Conducted regular comprehensive financial reviews that identified opportunities and promoted products and services. This resulted in significantly increased revenue with high levels of repeat business.• Built strong and beneficial internal connections with other key business areas. These connections ensured the client received an efficient holistic wealth proposition while increasing revenue in multiple business areas .• Implemented performance tracking tools to allow progress of business to be monitored . Use of these tools led to targets being consistently exceeded with a highlight being 420% to the wealth target at the end of quarter.• Conducted research for anti money laundering cases and assessed lending requests for underwriters. Demonstrated analytical skills when completing reports that helped reduce risk to the business.• Mentored a team of 10 colleagues within other business areas to help develop their career. Devised strategy that included working with a group and on a one to one basis. This was then implemented across the whole business area and resulted in increased performance by 30%.• Selected as part of a project team that worked with senior development managers to develop new processes. Highlighted improvements to compliance guidelines, which were subsequently introduced, making daily operations more efficient and cost effective. Show less

• Maximised opportunities to identify new products and services that benefited clients needs. This resulted in sales targets being exceeded by a minimum of 15% across all areas.

• Responsible for multiple areas including Client Management, New Business, & Project Management.

·Collating CV’s, identifying and interviewing prospective candidates