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Robert Bottomley Email & Phone Number

Investor Relationship Director at Invest & Fund
Location: Hertingfordbury, England, United Kingdom 2 work roles 1 school
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Current company
Role
Investor Relationship Director
Location
Hertingfordbury, England, United Kingdom
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Who is Robert Bottomley? Overview

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Robert Bottomley is listed as Investor Relationship Director at Invest & Fund, a with 48 employees, based in Hertingfordbury, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Robert Bottomley.

Robert Bottomley previously worked as Lead Associate Banker at Citi Private Bank. Robert Bottomley studied at Woodhouse Sixth Form College.

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Invest & Fund

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Profile bio

About Robert Bottomley

With over 25 years of experience in the banking industry, I am a passionate and dedicated associate banker at Citi Private Bank, where I provide comprehensive and tailored wealth management solutions to ultra high net worth clients in the UK and globally. I am a chartered member of the CISI, and hold investment advice diplomas in securities and derivatives. I have a strong expertise in margin analysis, investment portfolios, and complex client solutions, and I strive to deliver exceptional customer service and business development. I value integrity, collaboration, and innovation, and I enjoy working with a diverse and talented team of private bankers, traders, and support staff.In my current role at Citi, I work closely with private bankers, selling client solutions, building relationships, and generating revenue for the bank. I am responsible for London, Jersey, Luxembourg and Swiss booked accounts, and I handle a wide range of banking, credit, and investment services. I also assist private bankers in understanding the client needs and providing consistent and high-quality advice and solutions. I have developed excellent working relationships with various internal and external stakeholders, such as trade support, confirmations, project managers, cash management, compliance, and legal, to achieve optimal solutions. I am always eager to learn, grow, and contribute to the success of the bank and the clients.

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Invest & Fund
Invest & Fund
Investor Relationship Director
United Kingdom
Employees
48
AeroLeads page
2 roles

Robert Bottomley work experience

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Lead Associate Banker

London, United Kingdom

• Work with Private Bankers, selling complex client solutions, building relationships and developing new business. Responsible for Ultra High Net Worth clients in UK and globally. Generate revenue for the bank, involving both London, Jersey and Geneva booked accounts.• Rapidly develop excellent working relationships with Traders/Sales, Trade Support, Confirmations, Project Managers, Cash Management, Compliance and Legal to achieve solutions.• Assist Private Bankers in providing wealth management solutions to clients by providing consistent, high quality banking, credit, investment and customer services.• Work with Private Bankers to develop a comprehensive understanding of client needs and to assist the Private Bankers in executing specific account strategies, proposing solutions and negotiating standard transactions working closely with Investment Finance, Risk, Technology and Operations.

Team & coworkers

Colleagues at Invest & Fund

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1 education record

Robert Bottomley education

  • Woodhouse Sixth Form College
    Woodhouse Sixth Form College
FAQ

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What company does Robert Bottomley work for?

Robert Bottomley works for Invest & Fund.

What is Robert Bottomley's role at Invest & Fund?

Robert Bottomley is listed as Investor Relationship Director at Invest & Fund.

Where is Robert Bottomley based?

Robert Bottomley is based in Hertingfordbury, England, United Kingdom while working with Invest & Fund.

What companies has Robert Bottomley worked for?

Robert Bottomley has worked for Invest & Fund and Citi Private Bank.

Who are Robert Bottomley's colleagues at Invest & Fund?

Robert Bottomley's colleagues at Invest & Fund include Tim Noble, Colin Moody, Mark Hawkins Fca, Grace Goldstein, and Shaheel Tulsidas.

How can I contact Robert Bottomley?

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What schools did Robert Bottomley attend?

Robert Bottomley studied at Woodhouse Sixth Form College.

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