Robert Welsh Email & Phone Number

London, United Kingdom

• This role was initiated by finance as part of the regulatory intercompany project. The role was to incorporate an automated process to bring strict control to the creation of internal sub accounts. This is a self.
• Liaising with my project manager in finance change (Singapore) to establish the project objectives, the controls requested by the regulator and the desired product for the business.
• Liaising with all areas of the global model to determine how best to implement the process and which systems it should be implemented.
• Write documents showing the business requirements for the Head of departments to sign off and for IT to base their functional requirements on.
• Determined the need to introduce compulsory approval milestones to gain full control of internal sub accounts.
• Liaised with IT to introduce a report to monitor any changes to the internal population until the live date, thus gaining a manual control while the new process develops.

London, United Kingdom

• Working in a high profile role within Operations supporting Client Static Data,. After working to become one of the more experienced team members within the Reference Data team, became the team’s assistant manager in.
• Set up the new email system, which implemented a paperless work stream to the archive system.
• Highlighted inconsistency’s, in holiday data, lead a project to rectify the issue.
• After the departure of the previous assistant manager, promoted to cover the everyday running of the team.
• The Point of contact during the near shoring period.
• Mentor and trainer to the new staff..

London, United Kingdom

• This role incorporated Operations, Client Static Data, Documentation and Risk Management working for one of the world’s leading Wealth Management Organisations.
• High level of internal and external stakeholder management.
• Responsible for setting up and maintaining new accounts, processing account amendments, account changes, closures and deletions.
• Setting up and maintaining Valuation dates, FX, PEP and ISAs, Counterparties, Master SIPP and Address maintenance, original and copies.
• Processed Contract charges and commission fees, Interest Category and General data enquiries.
• Liaising with filing and scanning team, Front Office and constant communication with Documentation Control Teams, CSG, IT and Change-the-Bank to ensure the requests are processed accurately and within tight deadlines.

Shrewsbury, United Kingdom

• An independent insurance broker extremely popular with numerous large companies within the UK allowing fast development, vital experience and also passing initial 3 ACII exams.The role consisted of a high level of.
• Managed large Household Account covering renewals and midterm adjustments for 1st year.
• Devised a new Household scheme after recognizing the current scheme was not competitive enough, this has been in use since.
• Responsible for all new business, from initial meetings and assessments including specialized risks such as High Net Worth and Unoccupied Buildings.
• Worked at transferring Cheltenham Office to Shrewsbury, reassuring clients of ongoing support.
• Set up a paperless filing system, including the scanning of all archived material.

Biological Science

Education record

Education record