Michael S. Email & Phone Number

Geneva

Senior Wealth Manager at deVere & Partners Switzerland SA

Geneva Area, Switzerland

deVere Group is one of the world’s leading independent financial advisory organisations, with more than $10bn under advice from over 80,000 clients in 100 countries.We help our clients, who are primarily expatriates and international investors, reach and often exceed their financial goals. Working closely with them, we devise, implement and manage personalised financial strategies and solutions that help them create, grow, protect and maximise their wealth.deVere clients enjoy associated benefits such as our comprehensive range of products – many of which are exclusive to our clients - our market-leading technologies, our well-established relationships with the world’s leading financial institutions, the fact that we are appropriately authorised and regulated in all the jurisdictions in which we operate, and that our advisers offer unbiased, unrestricted, independent advice, meaning they receive whole-of-the market options.This all gives invaluable security and peace of mind.

Winchester

As BDM of a £5m turnover branch, responsibilities included, increase account portfolio, implement, embed and maintain CRM system, increase sales and sales opportunities, identify dormant and failing accounts to reactivate.Main achievement: Increase account portfolio by 20%. CRM system fully implemented and team of 5 Account Manager trained to use system. CRM system cleansed, including clearing over 8,000 transactions. Sales increased to exceed previous 2 years of new and monthly sales and re-activated over 30 dormant accounts.

Bath, United Kingdom

Introducing clients and prospects to the benefits of Wealth & Investement Strategy of growing current and future assets with adequate levels of protection and security throughout.

Yeovil, Somerset

Specialising in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Assisted businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

Brympton Way, Lynx West Trading Estate, Yeovil Somerset Ba20 1Hp

Independent Family Business providing Confidential Document Destruction and Textile Recycling Services. Implementation of processes and procedures to meet ISO standards. Marketing strategies and cost effectiveness including trade shows. Maintaining customer relationships and customer contracts management. Introduction of improved IT and software systems eg. CRM and conducting customers review meetings.

South West

Providing Independent Financial Advice and Mortgage Advice to individual and corporate clients. Bespoke Wealth Management tailored to meet client's need.Main Achievement: With regular reviews and contact being able to advise many individual to successful build and develop their own wealth portfolio.

South West

Responsible for individual and branch training and development for 4 offices (Bristol, Taunton, Plymouth and Yeovil). Which involved observing and providing evidence based feedback to address and improve fact finding skills, questioning techniques, objection handling and presentation skills with the ultimate goal of adhering to "Best Practice" and "Best Advice". Main Achievement: Exceeded company target with 6 weeks remaining and increased average advisers productivity by almost 40% (one individual by more than 70% of previous years production). Increase premium and products per client due to improved sales process.

Personal Financial Planning for Individuals and Companies. Including Mortgage, Investment, Pension and Protection advice.

Yeovil Somerset

First full time professional footballer for Yeovil Town FC and scorer of the first ever goal at the New Stadium. Great times and wonderful memories (especially with the away supporters).

Aldershot

Army Physical Training Instructor. Responsible for all aspects of physical training within unit for up to 2,000 staff. Reporting and liaising with each department and senior officers to ensure that all serving members are kept fit/healthy and in a state of readiness.Team building, command tasks, adventure training, circuit training, athletic, boxing, unarmed combat, swimming and endurance running were just a few of the many options we would organise throughout the year.

Financial Services – Regulation And Ethics

Pension & Retirement Planning

Education record

Education record