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Robert Wallace Email & Phone Number
Wealth Relationship Manager
at
Fidelity International
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Relationship Manager
Location
London, England, United Kingdom
Company size
Who is Robert Wallace? Overview
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Quick answer
Robert Wallace is listed as Wealth Relationship Manager at Fidelity International, a company with 9569 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Robert Wallace.
Robert Wallace previously worked as Wealth Relationship Executive at Fidelity International and Relationship Associate at Lloyds Banking Group. Robert Wallace holds Bsc (Honours), Computing & It And Business from The Open University.
Company email context
Email format at Fidelity International
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Fidelity International
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Profile bio
About Robert Wallace
I am a highly motivated individual that has gained experience working in several areas of the banking industry including the specialist private banking division, and more recently the wealth department within the investment sector. Alongside my experience, I have attained my degree in Computing & IT and Business, my Level 4 Diploma for Financial Advisers (DipFA) qualification and I am currently studying towards my Level 6 Diploma in Financial Advice (Adv DipFA).I bring experience of building long-term relationships with ultra-high and high net worth clients, liaising with internal and external stakeholders, and the ability to work in a fast-paced corporate environment.
Current workplace
Robert Wallace's current company
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Fidelity International
6 roles
Robert Wallace work experience
A career timeline built from the work history available for this profile.
Wealth Relationship Executive
CurrentDuties Include: Providing bespoke investment support to ultra-high and high net worth clients; working closely with relationship managers and advisers to help clients achieve their objectives; supporting relationship managers pro-actively grow their book of clients and retain investment business.Key Achievements: Nominated by my colleagues in the.
Apr 2022 - Present
Relationship Associate
Duties Included: The onboarding of new clients; complaint resolution; service management of ultra-high and high net worth clients across the Lloyds Banking Group brands; handling mandate variations and applications in relation to trusts and limited companies.Key Achievements: Successfully generated more than £50m in business for the department during a.
Jun 2019 - Apr 2022
Assistant Branch Manager
Duties Included: Responsible for coaching and supporting colleagues; managing weekly cash deliveries; monitoring the branch diary; handling complaints; undertaking ‘risk-tests’ around the branch; exploring means of improving the efficiency of the branch in relation to the delivery of customer services and operational procedures; accountable for running the.
Sep 2017 - Jun 2019
Customer Service Consultant
Duties Included: The opening of accounts for customers; effectively managing my own diary; supporting customers with their financial matters; undertaking weekly risk tasks to ensure the smooth and efficient running of the branch.
Sep 2016 - Sep 2017
Customer Service Adviser
Duties Included: Serving customers and providing them with tailored guidance concerning their financial matters; undertaking weekly risk tasks in regards to the branch.
Dec 2015 - Sep 2016
Team & coworkers
Colleagues at Fidelity International
Other employees you can reach at fidelityrecruitment.com. View company contacts for 9569 employees →
AN
Ankita Nagpal
Colleague at Fidelity InternationalWest Delhi, Delhi, India, India
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AA
Ashish Agrawal
Colleague at Fidelity InternationalGurgaon, Haryana, India, India
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MM
Mohammad Maaz
Colleague at Fidelity InternationalGurugram, Haryana, India, India
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HK
Hemashri Kapur
Colleague at Fidelity InternationalNew Delhi, Delhi, India, India
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SG
Seetu Gupta
Colleague at Fidelity InternationalGurugram, Haryana, India, India
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AG
Arpit Goel
Colleague at Fidelity InternationalGurgaon, Haryana, India, India
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EL
Emma Liu Frm,Cpa
Colleague at Fidelity InternationalDalian, Liaoning, China, China
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DZ
Donald Z.
Colleague at Fidelity InternationalDalian, Liaoning, China, China
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BS
Bib Scabb
Colleague at Fidelity InternationalBrockton, Massachusetts, United States, United States
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DR
Dave Richardson
Colleague at Fidelity InternationalTonbridge, England, United Kingdom, United Kingdom
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Ankita Nagpal
Colleague at Fidelity InternationalWest Delhi, Delhi, India, India
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AA
Ashish Agrawal
Colleague at Fidelity InternationalGurgaon, Haryana, India, India
View →
MM
Mohammad Maaz
Colleague at Fidelity InternationalGurugram, Haryana, India, India
View →
HK
Hemashri Kapur
Colleague at Fidelity InternationalNew Delhi, Delhi, India, India
View →
SG
Seetu Gupta
Colleague at Fidelity InternationalGurugram, Haryana, India, India
View →
AG
Arpit Goel
Colleague at Fidelity InternationalGurgaon, Haryana, India, India
View →
EL
Emma Liu Frm,Cpa
Colleague at Fidelity InternationalDalian, Liaoning, China, China
View →
DZ
Donald Z.
Colleague at Fidelity InternationalDalian, Liaoning, China, China
View →
BS
Bib Scabb
Colleague at Fidelity InternationalBrockton, Massachusetts, United States, United States
View →
DR
Dave Richardson
Colleague at Fidelity InternationalTonbridge, England, United Kingdom, United Kingdom
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1 education record
Robert Wallace education
FAQ
Frequently asked questions about Robert Wallace
Quick answers generated from the profile data available on this page.
What company does Robert Wallace work for?
Robert Wallace works for Fidelity International.
What is Robert Wallace's role at Fidelity International?
Robert Wallace is listed as Wealth Relationship Manager at Fidelity International.
Where is Robert Wallace based?
Robert Wallace is based in London, England, United Kingdom while working with Fidelity International.
What companies has Robert Wallace worked for?
Robert Wallace has worked for Fidelity International, Lloyds Banking Group, and Halifax.
Who are Robert Wallace's colleagues at Fidelity International?
Robert Wallace's colleagues at Fidelity International include Ankita Nagpal, Ashish Agrawal, Mohammad Maaz, Hemashri Kapur, and Seetu Gupta.
How can I contact Robert Wallace?
You can use AeroLeads to view verified contact signals for Robert Wallace at Fidelity International, including work email, phone, and LinkedIn data when available.
What schools did Robert Wallace attend?
Robert Wallace holds Bsc (Honours), Computing & It And Business from The Open University.
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