Matthew Pitkin Email & Phone Number

London, England Metropolitan Area

London, United Kingdom

Management of EMEA wide initiative to enhance Client Asset Protection across the region, with particular focus on Outsourcing & Offshoring.

London, United Kingdom

Client Assets and Money Dissemination of regulatory change (i.e. CASS, MiFID, EMIR) and oversight of related change programmes.Contributor to industry working groups & round tables for both Network Management & Client Asset protection. Relationship Management of Cash & Custody Correspondent banks for the Coutts, Adam & RBSI network globally. Regular business & training updates provided to Senior Management including the Coutts & Adam boards

• Led “Front to Back” Change Programme to achieving a 40% cost savings whilst improving the client experience. Initiatives included:o On-boarding clients to electronic matching platforms• Introduced Control framework & Project Governance to successfully mitigate risk across operating hubs in London, Hong Kong, Singapore & India. • Creation of Dashboard & Management Reporting system, focusing on our “Cost per trade” model.

London

Established a global network with CRM teams in Hong Kong, Tokyo, Singapore, New York & Amsterdam, acting as an escalation point for staff, with the ability to mentor, advise and train the team in building confidence and requisite skills base. Responsibilities included: • Relationship Management & Client Onboarding: supporting a global, top-tier high revenue client base, focussing on distribution of products via our Scandinavian distribution network. • Liaison with priority clients… Show more Established a global network with CRM teams in Hong Kong, Tokyo, Singapore, New York & Amsterdam, acting as an escalation point for staff, with the ability to mentor, advise and train the team in building confidence and requisite skills base. Responsibilities included: • Relationship Management & Client Onboarding: supporting a global, top-tier high revenue client base, focussing on distribution of products via our Scandinavian distribution network. • Liaison with priority clients, understanding their requirements and working with business and support functions to consistently deliver against them. • Creation of Client centric MIS heat map, score-carding & client journey mapping throughout the organisation. • Creation & chair of Operations, Sales & Trading Working Group in order to identify cross selling opportunities & coordinate client meetings, events and sales pitches across business lines• New Product Development: responsible for the coordination, governance and trading approval of new products & strategies, including revenue generation analysis, target operating model design and implementation, supporting ~£1m new business revenue generation per annum. • Structured Notes Programme & Plan Manager: supporting note issuance across Middle office & Ops functions. Directed the integration of a new Islamic Solutions Sales Trading desk and the development of operating models to enable complex Commodity Murabaha & Waad (Shari’ah-compliant) notes. Show less

• Responsible for client-facing Relationship Management team, onboarding new clients, developing priority customer relationships, including Sales pitches, client events & hospitality• Working with Sales & Trading teams to understand existing client base, future revenue streams and client pipeline then using that client analysis to restructure function enabling senior team members to focus on priority clients aligning Product SME’s to appropriate clients.