Banking Officer
CurrentSpecialized Banking products manager with responsibility to recruiting new corporate/individual accounts to the bank in addition to maintaining a wide diversified portfolio clientele base. Maintains the investment portfolio's of high networth customers and serves as a personal accounts officer to many. Winner of the SAMBA BANK staff of the year award on 2 occassions. As a Banking Officer with SAMBA , i provide full discretionary service. I set up a team where you will also have full access to a dedicated Discretionary Investment Manager. They will work closely together to set up a discretionary investment portfolio for you, and then make investment decisions on your behalf. If you prefer a more 'hands on' approach, choose our advised service, where we provide expert help and guidance on your investment selection. However, this service does not include the services of a Discretionary Investment Manager, whose expertise could help to enhance your investments' results and effectiveness. Managed $850million in revenue. Responsible for marketing of over 140 Highnetworth individuals above the Ten million pounds mark, in addition to acquiring new business accounts. Developed relationships with existing and new customers.