Peter Underdown Email & Phone Number

London, United Kingdom

London, United Kingdom

Client Service Specialist servicing UHNW Emerging Europe ClientsKey Responsibilities:Primary point of contact for service related needs for UHNW and HNW Private Bank clients for Emerging Europe and other International locations.Member of the integrated front office team including Bankers, Investment Managers, and Capital Advisors and supporting clients. Implementation of client instructions for Self Directed Accounts.Cash management and account monitoring, fixed term deposits, loans, FX transactions, corporate action management and instruction, funds transactions, loans, mortgages, fees.Client take-on, transitions, documentation and Legal liaison.Ad-hoc client query resolution, working closely with all areas of operations in multiple locations to swiftly resolve.Projects as and when required (currently internal audits and procedures).Key Achievements:Provide leadership to the team in providing cohesive, effective, accurate and efficient client services; and thereby providing confidence to clients and build a dynamic team . Highlight and implement areas of change where required to improve processes and cost.Procedures writing for EMEA region.Client take-on of several high-profile accounts.

London, United Kingdom

Key Responsibilities:Provide high quality support to Fund Managers and Clients.Cash management and regular account assessments.Investigations, solution of issues, and ad-hoc queries.FX transactions, corporate actions, fees, valuations, standing data maintenance, audit requests.Client meeting paper production.Key Achievements:Smooth running of accounts at a time of change.Projects – novations, data cleansing, fee exceptions resolutions, client agreements analysis.

London, United Kingdom

Key ResponsibilitiesResponsible for client services to a group of clients and intermediaries for multi-asset funds, DFM and structured products. Building and improving team procedures. Maintaining and improving high standards of client services and fund manager support for institutions, charities and private clients.Defining and implementing offering to intermediaries: discretionary fund management, multi-asset funds, and structured products.Developing relationships with intermediaries and sales of Kleinwort Benson products and services.IFA funds platform management and fund administrator liaison.Project management of client service and marketing related functions. Key Achievements:Determined and constructed product offering to position and market to financial advisers.Negotiated and signed distribution agreements with two major international insurance companies.Specified and implemented performance reporting to monitor and review Asset Risk Consultants.Wrote major due diligence report to form the basis of company RFPs.Worked closely with marketing, IT, compliance and legal to plan and implement the service to intermediaries.

Key Responsibilities:Team management, building and improving the administration service to clients within the team. Maintaining client services to structured product clients and intermediaries. Being an effective pivotal point between all functions of private banking including clients, intermediaries, investment managers, bankers, dealers, compliance, legal, custodians and back office functions.Efficient take-on of numerous new clients, under pressure of new business success.Key Achievements:Alleviated clients’ concerns in times of financial stress, during 2008/09 financial crisis.Managed a project to satisfy HMRC investigations into several complex tax transactions for numerous previously poorly documented clients.Built and managed a small team of administrators during multiple client transitions. Developed and refined an investment administration service to satisfied clients in a timely matter.

Key Responsibilities:Managing the Middle Office team of seven administrators providing client services to charities, institutional and private clients with AUM of £1.6 billion.Administration of many of the company’s larger charity and institutional clients’ portfolios. Regular performance and progress reporting to clients within tight deadlines.Transitions of new clients.Key Achievements:Maintained excellent service to clients in difficult times of take-over uncertainty.Standardised many processes to provide consistent client services from a previously fragmented team. Efficient take-on of numerous large, complex clients without impact on day-to-day work.

Key Responsibilities:Managed the team of 4/5 providing client services to charities, institutional and private clients with AUM of £650 million.Client take-on of numerous new clients.Attendance at client meetings to handle any service issues. Key Achievements:Built the team at time of rapid expansion through new business.Introduced new, efficient processes to the team and influenced other teams similarly. Did not lose any clients in a re-papering exercise of 100+ new investment management agreements

Bachelor Of Science (Bsc), Zoology

BSc (Hons)

3 A-Levels, 10 O-Levels