Rob Ellis Email & Phone Number

25 Canada Square

Broadgate Tower, London

• Heading up a team of Relationship Managers in the EQ Global team overseeing a portfolio of 300+ corporate clients.
• Responsible for the management of the Relationship Management, On boarding Team and Key Strategic Accounts, providing direction to overall client strategy, delivery of revenue targets and ensuring client satisfaction.
• Using Equities and FX knowledge to maximise internal revenue growth and product development within Equiniti Group
• Ultimately responsible… Show more Heading up a team of Relationship Managers in the EQ Global team overseeing a portfolio of 300+ corporate clients.
• Ultimately responsible for 300+ clients with an expectation of 15% year on year growth
• Manage large contract renegotiations and renewals ensuring client satisfaction with continued revenue growth

• Managed portfolio of Corporate Clients, High Net Worth Individuals and Wealthy Families providing retail stockbroking services such as; Dealing execution of Share Awards and Stock Options, Custodial and Execution.
• Provided execution only Stockbroking services to 50% of FTSE 100 companies and many of the FTSE 250
• Responsible for maximising organic and new business growth… Show more
• Responsible for maximising organic and new business growth and identifying any cross selling opportunities within the Equiniti Group
• Planning for large corporate execution events such as IPO, Corporate Action and Share Award Vesting
• Building strong relationships with Internal stake holders, external clients and other service providers to achieve primary goals

London, United Kingdom

• Managing a portfolio of corporate clients handling all elements of their FX exposure
• Develop and maintain relationships with existing clients to ensure they receive the highest level of service
• Having regular discussions with clients about financial markets, currency movements and how to effectively cover their foreigncurrency exposure
• Promote and manage a range of FX products including Forwards, Options, E-Sales, Market Analysis and International Pension andPayroll… Show more
• Promote and manage a range of FX products including Forwards, Options, E-Sales, Market Analysis and International Pension andPayroll payment solutions Show less

• Reporting to the Managing Director in a highly visible role and confidence selling Share Dealing & Custody products to the Boards and Senior Executives of top FTSE 100 & 250 listed companies
• Winning large projects to execute stock trades off the back of companies Executive and Employee Share Plans
• Working closely with Legal and Compliance teams to develop and structure new dealing and custody products tailored to the client’srequirements
• An excellent understanding of… Show more
• An excellent understanding of execution share dealing, onshore & offshore custody, employee share plans and related FCA regulations
• Working closely with all other divisional Business Development Heads to provide a joined up outsourcing solution to clients Show less

• Managing a portfolio of 95 Share Registration Clients ranging from FTSE 100 to AIM listed
• Offering the highest level of service and being the sole point of contact for the Company Secretary or Finance Director
• Managing registration services and cross selling a range of additional products e.g. Investor Relations, Proxy Solicitation Co Sec, Share Dealing, FX & Share Plans
• Hosting client General Meetings and presenting to the clients at regular Review Meetings

Wealth Mangement

Crown Place

• Managing a Client Services team within the Treasury Division responsible for handling retail deposits into Fixed Term Savings Accounts
• Responsible for the recruitment, training and ongoing development of new staff members and temporary staff
• Provide detailed retrospective quarterly management information regarding campaigns, complaints and regulatory issues such as TCF,KYC and AML

Bachelor'S Degree, Sport & Psychology

Education record

Capital Markets, Securities

Education record