Nathan Alexander Douglas-Smith Alibf, Acsi Email & Phone Number

United Kingdom

London Area, United Kingdom

Engage in bi-weekly legal advice clinics, working alongside Norton Rose Fulbright lawyers to provide pro bono legal assistance to underserved members of the Croydon community.Observe client interviews and legal consultations, ensuring detailed and accurate note-taking to support case management and legal follow-up.Develop practical legal skills, including client interaction, case assessment, and legal research, while gaining exposure to real-world legal issues across a variety of… Show more Engage in bi-weekly legal advice clinics, working alongside Norton Rose Fulbright lawyers to provide pro bono legal assistance to underserved members of the Croydon community.Observe client interviews and legal consultations, ensuring detailed and accurate note-taking to support case management and legal follow-up.Develop practical legal skills, including client interaction, case assessment, and legal research, while gaining exposure to real-world legal issues across a variety of practice areas.Demonstrate ongoing commitment to the program, adhering to a structured rota schedule and contributing remotely, with a focus on maintaining professional standards and confidentiality. Show less

London, England, United Kingdom

London, England, United Kingdom

⦁ Creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments products (structured products, trusts, bonds, treasury deposits)⦁ Prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events⦁ Profiling, qualifying and converting prospects into Barclays Wealth Management… Show more ⦁ Creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments products (structured products, trusts, bonds, treasury deposits)⦁ Prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events⦁ Profiling, qualifying and converting prospects into Barclays Wealth Management clients.⦁ Client/prospect meetings - Organise the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports⦁ Assist the Banker in deepening the existing client relationship through deep-dive analysis⦁ Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker⦁ Provide day to day support to Banker on documentation such as account opening and closing, loan disbursal's, etc.⦁ Provide complete service support to client, including solving complex client inquiries⦁ Ensure appropriate documentation related to KYC/ AML/FACTA from the client and ensure all aspects of client records and documentation are completed and updated⦁ Provide support in Investment trading, FX, and Lending⦁ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Barclays⦁ Risk and Liquidation Process Management Show less

One Churchill Place, Canary Wharf London E14 5Ef

⦁ Partner with relationship directors to provide overall relationship management support⦁ Assist with day to day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase and interest rate/equity derivatives⦁ Support Bankers in cross-selling full spectrum of products and services by identifying customer needs to generate revenue⦁ Responsible for evaluating public filings, research reports… Show more ⦁ Partner with relationship directors to provide overall relationship management support⦁ Assist with day to day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase and interest rate/equity derivatives⦁ Support Bankers in cross-selling full spectrum of products and services by identifying customer needs to generate revenue⦁ Responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses⦁ Responsible for staying abreast of market and industry trends, “best practices” and competitive landscape⦁ Ensure appropriate documentation related to KYC/ AML/FACTA from the client and ensure all aspects of client records and documentation are completed and updated⦁ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Barclays, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Show less

One Churchill Place, Canary Wharf London E14 5Ef

⦁ Support colleagues to produce tailored investment/product reporting materials.⦁ Work closely with internal teams to effectively manage client assets.⦁ Engage and contribute in client meetings and events, where appropriate.⦁ Build strong relationships with and be the point of contact for key clients and contacts. ⦁ Actively contribute on broader ad-hoc requests across the team, as they arise.⦁ Ownership of a portfolio of new and existing clients, with responsibility for… Show more ⦁ Support colleagues to produce tailored investment/product reporting materials.⦁ Work closely with internal teams to effectively manage client assets.⦁ Engage and contribute in client meetings and events, where appropriate.⦁ Build strong relationships with and be the point of contact for key clients and contacts. ⦁ Actively contribute on broader ad-hoc requests across the team, as they arise.⦁ Ownership of a portfolio of new and existing clients, with responsibility for building strong client relationships and ensuring clients achieve success with the service.⦁ Plan, schedule and oversee key client communication points.⦁ Understand clients’ needs and business objectives and ensure you deliver against them.⦁ Onboard new clients, deliver best practice client training and ensure strong levels of client satisfaction.Key responsibilities (PD - double outstanding)• managing telephone and email enquiries from clients; liaising with internal and external stakeholders for follow up actions and handle account related servicing.• Resolving an average of 80 enquiries week on week from a personal portfolio of 120 client profiles, in support of business opportunities, client service and sales programs. • Analysing client’s feedback on a regular basis, providing operational enhancement recommendations for further improvement.Key Achievements• Consistently overachieving performance benchmarks in productivity, month on month by more than 30 percent (75% target, currently standing on 150%).• Performing situational analysis with my Vice President in order to spot a potential loss, implementing pre- scenario steps to limit the loss for both the client and the business.• Implementing online banking services for clients to increase self-service usage by 55%, decreasing overall servicing expenditure.• Month on month global recognition by colleagues and senior leadership Show less

2Cp Canary Wharf, Tottenham Court Road. Fitzrovi, Soho

Key Responsibilities Delivering innovative tailored solutions and exquisite service to customers by engaging in a way that appeals and satisfies their needs. Training and mentoring Junior staff on bank policies, customer service and I.T. systems, sharing my own experiences to help them develop both personally and professionally. Key Achievements Soho Branch - Increased branch loan book value by over £110k, previous loan book value over a 12-month period was less than… Show more Key Responsibilities Delivering innovative tailored solutions and exquisite service to customers by engaging in a way that appeals and satisfies their needs. Training and mentoring Junior staff on bank policies, customer service and I.T. systems, sharing my own experiences to help them develop both personally and professionally. Key Achievements Soho Branch - Increased branch loan book value by over £110k, previous loan book value over a 12-month period was less than £20k.Top 5% in central London hub in terms of consumer current and savings accounts, over £400k in total savings.Worked with management to strategize sales techniques to increase branch production and customer service, implementing the personal banker – cashier buddy system increasing sales by 10 percent. Show less

East Ham London, United Kingdom

Branch Based, Community banker providing a first point of contact approach to basic customer queries. Handling transactions such as Chaps and BIPS payments, customer profile maintenance, and cash withdrawal and deposit’s over various branch devices and software. Key AchievementsOver 90% contact tool usage, 30% higher than my peers comparativelyOver 10 referrals a week to personal bankers, with around 50% resulting in new products or services being added to their accounts… Show more Branch Based, Community banker providing a first point of contact approach to basic customer queries. Handling transactions such as Chaps and BIPS payments, customer profile maintenance, and cash withdrawal and deposit’s over various branch devices and software. Key AchievementsOver 90% contact tool usage, 30% higher than my peers comparativelyOver 10 referrals a week to personal bankers, with around 50% resulting in new products or services being added to their accounts. Consistently receiving excellent customer service feedback on anonymous customer feedback surveys, helping to promote the branch net promoter score. Show less

Enfield Citizens Advice Bureau Unit 3, 5 Vincent House 2E Nags Head Road Ponders

Office Based, generalist advisor communicating empathically with clients to allow them to discuss issues, then using the appropriate information and system to find, interpret and communicate the relevant information with clients. Key AchievementsOver 45 clients seen as a Generalist advisor from start to finish in an 8-month period with accurate case records for colleagues who may need to look over the case.18 months’ worth of training, compliance and further reading completed in… Show more Office Based, generalist advisor communicating empathically with clients to allow them to discuss issues, then using the appropriate information and system to find, interpret and communicate the relevant information with clients. Key AchievementsOver 45 clients seen as a Generalist advisor from start to finish in an 8-month period with accurate case records for colleagues who may need to look over the case.18 months’ worth of training, compliance and further reading completed in a 7-month period to managerial satisfaction. Show less

Enfield Citizens Advice Bureau Unit 3, 5 Vincent House 2E Nags Head Road Ponders

Office Based, Gateway Assessor assessing the issues faced by clients and evaluating effective next steps to deal with the issue in the most cost effective manner for the client. Key achievementsOver 80 clients seen as a gateway assessor from start to finish in a four-month period, with accurate and precise case records.

78B Bull Street, Birmingham, B2 4Ug

Shadowed fee earners during client meetings, gaining insight into case management and legal strategies.Attended court proceedings with fee earners, observing litigation processes and understanding courtroom protocols.Assisted in photocopying, scanning, and organizing legal documents, ensuring the timely delivery of case materials.Answered and directed phone calls, providing front-line communication as a receptionist to ensure effective client interaction.Supported fee earners… Show more Shadowed fee earners during client meetings, gaining insight into case management and legal strategies.Attended court proceedings with fee earners, observing litigation processes and understanding courtroom protocols.Assisted in photocopying, scanning, and organizing legal documents, ensuring the timely delivery of case materials.Answered and directed phone calls, providing front-line communication as a receptionist to ensure effective client interaction.Supported fee earners with administrative tasks, including filing, data entry, and document retrieval to facilitate smooth case progression. Show less

456 Bethnal Green Road London E2 0Ea

Served drinks and food while maintaining excellent customer service in a fast-paced environment.Managed cash handling, processed payments, and ensured accurate financial transactions at the end of shifts.Resolved customer queries and complaints calmly and professionally, maintaining a positive atmosphere.Coordinated with kitchen and waitstaff to ensure smooth service and timely delivery of orders.Ensured compliance with health and safety regulations, maintaining a clean and… Show more Served drinks and food while maintaining excellent customer service in a fast-paced environment.Managed cash handling, processed payments, and ensured accurate financial transactions at the end of shifts.Resolved customer queries and complaints calmly and professionally, maintaining a positive atmosphere.Coordinated with kitchen and waitstaff to ensure smooth service and timely delivery of orders.Ensured compliance with health and safety regulations, maintaining a clean and organized workspace. Show less

Bill House 222 Soho Hill Birmingham West Midlands B19 1Ap

Greeted and assisted members and prospective clients, providing information on gym memberships, services, and promotions.Managed membership accounts, processed new registrations, renewals, and cancellations, ensuring accurate data entry and record-keeping.Handled customer queries and resolved complaints, maintaining a professional and friendly atmosphere.Scheduled and coordinated fitness classes, personal training sessions, and gym maintenance, ensuring smooth daily… Show more Greeted and assisted members and prospective clients, providing information on gym memberships, services, and promotions.Managed membership accounts, processed new registrations, renewals, and cancellations, ensuring accurate data entry and record-keeping.Handled customer queries and resolved complaints, maintaining a professional and friendly atmosphere.Scheduled and coordinated fitness classes, personal training sessions, and gym maintenance, ensuring smooth daily operations.Processed payments, handled cash, and reconciled financial records at the end of each shift.Ensured the gym was compliant with health and safety regulations and that member information remained confidential. Show less

Master Of Laws In Legal Practice (Llm Sqe1 & 2), Law

Bsc (Hons) Banking Practice And Management, Banking And Finance, 1St Class

BSc (Hons) Banking Practice and Management Completed: 25 November 2021 Classification: 1st Courses: Financial Markets and Risk.

L.L.B (Hons), Law, Degree

Investment Advice Diploma, Financial Advice, Pass

UK Regulation & Professional Integrity Investment, Risk & Taxation Financial Planning & Advice Securities

Certificate In Business Banking And Conduct, Business Banking, Distinction