Raymond Clague Msc Cisi Email & Phone Number

Milan, It

Switzerland

Servicing the firms Switzerland based HQ. I have overall responsibility for Business Development, Marketing communications and existing client relationship management. Focusing primarily on Swiss tax-efficient saving and investment solutions as well as overseas pension transfers. My role is the 1st and 2nd stage of the consultative sales process and involves need identification, qualification of prospects and initial communication of process, products, benefits and contextual… Show more Servicing the firms Switzerland based HQ. I have overall responsibility for Business Development, Marketing communications and existing client relationship management. Focusing primarily on Swiss tax-efficient saving and investment solutions as well as overseas pension transfers. My role is the 1st and 2nd stage of the consultative sales process and involves need identification, qualification of prospects and initial communication of process, products, benefits and contextual considerations.CN Goodall is a British owned boutique Wealth Management and Financial Advisory firm with offices in London and Zug, servicing both expats and Swiss Locals Show less

Based In Milan, Italy (Remotely Servicing Europe And Asia)

Based In Milan, Italy (Remotely Servicing Europe And Asia)

Business Development and existing client relationship management focusing on UK expat pension transfers, My role was the 2nd stage of the consultative sales process and involved need identification, qualification of prospects and communication or process, products, benefits and contextual considerations.W1 Group is a British owned Wealth Management and Financial Advisory firm with offices in London, Doha, Zurich, and Barcelona operating globally with extensive work in the Middle East and… Show more Business Development and existing client relationship management focusing on UK expat pension transfers, My role was the 2nd stage of the consultative sales process and involved need identification, qualification of prospects and communication or process, products, benefits and contextual considerations.W1 Group is a British owned Wealth Management and Financial Advisory firm with offices in London, Doha, Zurich, and Barcelona operating globally with extensive work in the Middle East and Europe.W1 specializes in; -Savings Plans-Lump Sum and Offshore Investment-Pension & Retirement Planning-UK SIPPS-Inheritance Tax Planning-Education Fee Planning-Life Insurance/ Assurance-Legal Services Show less

Milan Area, Italy Servicing All E.U

My primary focus was on advising expats, Italians and Nordic based clients on UK to EUpension transfers (QROPS)as well as other personal and family wealthmanagement considerations and solutions.· Business development and existing client Relationship development and maintenance, research and consultation scheduling· Analytical consultative sales and solution recommendation and activation· Administration and processingdeVere Group has developed to become one of the… Show more My primary focus was on advising expats, Italians and Nordic based clients on UK to EUpension transfers (QROPS)as well as other personal and family wealthmanagement considerations and solutions.· Business development and existing client Relationship development and maintenance, research and consultation scheduling· Analytical consultative sales and solution recommendation and activation· Administration and processingdeVere Group has developed to become one of the world's leading independent international financial consultancy. With well over 80,000 clients in more than 100 different countries - and in excess of $10 billion under advice and administration Show less

BD Wealth Management is a british owned, Independent Financial advisor company operating worldwide specializing in Insurance, Assurance, Saving and Investments advice and portfolio management. BD Wealth provides independent financial advice to corporate and private clients worldwide.Role:Focus on introducing local and expats clients to a range of offshore saving andinvestments solutions for lump-sum and regular investments.· Business development, research and scheduling·… Show more BD Wealth Management is a british owned, Independent Financial advisor company operating worldwide specializing in Insurance, Assurance, Saving and Investments advice and portfolio management. BD Wealth provides independent financial advice to corporate and private clients worldwide.Role:Focus on introducing local and expats clients to a range of offshore saving andinvestments solutions for lump-sum and regular investments.· Business development, research and scheduling· Analytical consultative sales and solution recommendation and activation· Existing account relationship evaluation and management· Network marketing, external presentation and social media engagement Show less

Regency Wealth Management is a British international company operating in Europe, The Middle-East and Africa specializing in the Offshore saving and Investments industry. Providing Independent financial advice to corporate and private clients worldwide.Role:Focus on introducing local and expats clients to a range of offshore saving andinvestments solutions for lump sum and regular investments· Business development, research and scheduling· Analytical consultative sales… Show more Regency Wealth Management is a British international company operating in Europe, The Middle-East and Africa specializing in the Offshore saving and Investments industry. Providing Independent financial advice to corporate and private clients worldwide.Role:Focus on introducing local and expats clients to a range of offshore saving andinvestments solutions for lump sum and regular investments· Business development, research and scheduling· Analytical consultative sales and solution recommendation and activation· Existing account relationship evaluation and management· Administration and processing Show less

Media relations/ Corporate Communication/Account Management.Working as a consultant for some of the most prominent advertising agencies in Africa, servicing clients including global brands such as: Coca-Cola, Orange Telecom and DHL as well as local and regional brands, such as One Africa Media, Warid Telecom, Audley Casinos and TKL (NGO)I had overall responsibility within the agencies for client relationship management, service and delivery of top-tier key clients scopeof work… Show more Media relations/ Corporate Communication/Account Management.Working as a consultant for some of the most prominent advertising agencies in Africa, servicing clients including global brands such as: Coca-Cola, Orange Telecom and DHL as well as local and regional brands, such as One Africa Media, Warid Telecom, Audley Casinos and TKL (NGO)I had overall responsibility within the agencies for client relationship management, service and delivery of top-tier key clients scopeof work and all aspects of account management including development,coordination, and implementation of the 360-advertising strategy · Business development, proposal preparation, presentation and pitch· Client relationship management and concept presentations· Strategising, briefing as well as overseeing creative PR and media outputs· Procurement, production, project management and brand guide Show less

International Securities & Investment, E.U/Asia/Africa Recognized

The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial.

M.Sc. Project Management, Strategic And Operational Finance, Leading Projects And Organisational Change

Masters Degree in Project Management

B. Sc. Technology Management, Innovation And Marketing, Management Of Innovation; Applied Innovation; Buyer Behaviours; Technology Management And Implement, Honours