Phil Jordan Email & Phone Number

Jersey

Jersey

Jersey

Looking after a portfolio of 300+ HSBC Premier customers with cash balances between £250k - 500k.Tasked with managing the general day-to-day banking relationship, with a particular emphasis placed on delivering investment advice and significantly increasing the percentage of clients invested in mutual funds.Targeted on investment revenue, number of deals, net new money, FX transactions, simple banking products such as savings accounts, customer contacts/interactions and new to bank customers.✓ Hit 97% of investment revenue target in 2020 - 3/27 of peers (targets proratad/phased in)✓ Achieved 120% for FX/banking products, and over 140% for client contacts/interactions

London, United Kingdom

Continued to manage a corporate/private hybrid of existing FRFX clients, consistently beating quarterly-revised targets based on the 2017 revenue of migrated clients. After all FRFX private clients were handed over to the personal division, I successfully applied for a solely-corporate dealing role, with additional responsibility for covering larger-revenue books whilst dealers were out of the office on extended leave. ► Demonstrated effective client management by quickly forging new relationships, and ensuring no revenue was lost through lack of contact or lack of trust/confidence whilst individual dealers were away ► Successfully pitched hedging strategies, trading a forward transaction in excess of £2.5M ► Showed initiative by using lull periods to contact inactive clients and win business back► Integral part of a small team tasked with migrating almost 3,000 active clients to Moneycorp, a large percentage of which required updated/more robust KYC documentation, and extremely were frustrated to do so Achievements► Billed near £600k in 2018, despite not migrating some top clients due to increased KYC► Achieved 113% target of a book I managed for a colleague on maternity leave in Q1 2019 ► Generated over £40k revenue by calling clients who hadn’t dealt in three years► Successfully lobbied for my teams’ terms to be enhanced in the midst of the transition

London, United Kingdom

Managing a client portfolio of 500+ corporate and private individuals through client facing and phone, building strong relationships with corporate clients at a senior level, learning their business and tailoring a specific FX strategy in order to protect profit margins and minimise risk in an extremely uncertain market.► Strengthening client relationships through effective expectations management regarding turnaround times as well as appeasing frustrated clients when payments are delayed► Ensuring compliance with AML regulations through correct questioning► Arranging and attending meetings to pitch new business and solidify existing relationshipsAchievements► Billed over £750k in 2017, including a PB month of £90k and PB trade of £50k profit► Billed just under £600k gross profit in 2016 with an average of 300 trades a month► Selected by my colleagues to be one of three staff ‘representatives’ during the takeover ► Consolidated an inherited client book of 1000+ active and inactive clients to 500 regularsBusiness Development Executive Jan 2014 – Sep 2014► Sales role chasing new business including sourcing corporate leads, making the introductory call, completion of registration through to setting up the first transaction for a senior dealer ► Fast tracked to the role of Junior Dealer within 9 months due to consistently exceeding targets

Proactively sourcing original story ideas and producing copy with accuracy and precision, working to tight deadlines in a fast paced and pressurised environment► Built up relationships with vital contacts through regular contact and interviewing of sources► Developed highly effective questioning techniques as well as strong communication skills► Learned to prioritise tasks and manage time effectivelyAchievements✔ First ever work experience student to have a story published on the front-page, self-sourced by localising a national about a gas / petrol price cut✔ Took on increased responsibility as education correspondent and held both the public and private sector to account by not being afraid to ask probing questions.

Bachelor'S Degree, Multi-Media Journalism, 2:1

NCTJ: Public affairs (AA), Media law (BB), Shorthand (80wpm) Project: Headed-up a project with 6 members to produce match reports.

A & As Level, Philosophy, Maths, Media, Sport, A, B, A, A

A-Levels: Philosophy (A), Media (A), Maths (B); AS-Level: Sport (A) ►Media Student of the year (2009) ►Sportsman of the year (2008)

Gcse, 10 A*-B