Mark Pierce Email & Phone Number

London, England, United Kingdom

International private banking and wealth management for UK resident, non-UK domiciled U/HNW individuals and non-UK residents. My work and experience focuses on clients with links to the Middle East region, but I am also able to assist with clients from other jurisdictions too. Arbuthnot Latham's international team can provide secured property and investment-backed lending, tailored investment and wealth planning, plus day-to-day banking both on- and off-shore.

London, United Kingdom

London, United Kingdom

- I manage a portfolio of circa 350 Ultra high net worth individuals across the NatWest, RBS, Drummond's and Child and Co brands.- I build and maintain relationships as my clients private banking manager and deal with both their day to day and long term requirements. Ultimately, becoming their trusted adviser.- I manage my clients complex lending needs and prepare high value, complex lending reports - This can range from loans and overdrafts for home improvements, cars and other such assets through to mortgages, remortgage and buy to let mortgages.- I am able to identify gaps in my clients protection requirements and arrange suitable cover so that my clients and their families are adequately protected.- I refer to specialists internally and externally, always keeping close contact with the client and specialist, ensuring a smooth transition and successful resolution.- I identify options for greater returns on my clients capital using the products available within the RBS group.- I pro actively manage all aspects of risk within the portfolio and make sure I am fully aware of current procedures and policies to ensure that business undertaken is fully competent and compliant.- I manage all complaint handling on the client portfolio from investigation to complaint resolution and communication to clients throughout.- I proactively grow my portfolio from client referrals as well as internal and external introducers.

London, United Kingdom

- Assistant to a Senior Private Banker for HNW UK resident non domicile clients – with specific focus on the Americas geographic area and managed this book following her departure on maternity leave.- Excellent understanding of the complex compliance, planning, tax and legal issues that affect UK resident non domicile clients from the Americas geographic area.- Second point of contact for all clients, ensuring the efficient delivery of client requirements and exceptional client service.- First point of contact for the banking only clients of the book and managed their banking only needs.- Pro actively managed all aspects of risk within the portfolio and made sure I was fully aware of procedures and policies to ensure that business undertaken was fully competent and compliant.- Managed all complaint handling on the client portfolio from investigation to complaint resolution and communication to clients.- Became the expert in the new banking platform and used the knowledge learnt to support and train team members in becoming confident and competent in the new system.

London, United Kingdom

- Facilitated unsurpassed client service by providing administrative, monitoring, processing, query resolution, sales & marketing support to aligned Private Bankers and Assistants.

London, United Kingdom

- I worked on a variety of high profile cases dealing with civil, criminal and insurance matters.- My duties included proof reading of reports and accounts, manipulation and creation of spreadsheets using MS Access and Excel to aid in investigations, cross casting and checking of spreadsheets, tracing amounts through various bank accounts using IBASE software and producing charts.- I became a champion in the case management software and helped to train new joiners of all levels.The role was office and field based so was client facing at all times