Rubina Bangher Email & Phone Number

• Working with Wealth Planners to maintain and develop a portfolio of high-net-worth clients• Regularly liaising with policy providers and clients to process new business applications and track to completion in a fast-paced environment • Experience in Asset transfers including Pensions and compilation of recommendation paperwork • Produce annual meeting packs, investment information and reports for clients within specified timeline while providing technical support to internal and external stakeholders • Ownership and accountability in accurate data entry and ensuring maintenance of correct client records at all times

London, England, United Kingdom

• Supporting the Covid-19 Infection Study Project for IQVIA (on behalf of the ONS)• Responsible for managing samples for infection data using Pivot tables and VLOOKUP • Cover a wide geographical area to support accurate analysis and management information• Involved in client engagement and data studies/surveys to support the wider project

London, United Kingdom

• Established and launched a comprehensive photography business with particular emphasis on wedding photography • Achieved target revenue within two years with an 85% repeat customer base• Fully responsible for running, promoting and marketing the business• Dealing with clientele from various backgrounds and organising/scheduling events

London, United Kingdom

• Responsible for account maintenance within the Wealth Management division; liaising with counterparties and high net worth clients• Transferring assets for internal and outbound accounts in accordance with procedures• Processing payments and corrections to support transactions and minimise account errors• Completing due diligence checks and executing client instructions• Monitoring liquidation and settlements for securities • Maintaining MI reporting for Senior Management

London, United Kingdom

• Supporting Relationship Managers within the CSUK Platform• Opening accounts for individuals, corporates and trusts within CS Private Banking• Consolidating reports for hedge fund investments, issued on a monthly basis• Processing drawdowns and distributions for private equity investments• Booking trades using Trading platforms• Rolling client deposits and loans by liaising with Treasury/Dealers to obtain rates, and ensuring interest are added to client’s account in timely manner

London, United Kingdom

• Managed a team within a multi currency debt/equity management firm• Dealing with ultra high net worth clients to review ECU’s multi currency programme• Assessing client suitability and KYC oversight in relation to the product range• Preparing suitability reports and ensuring compliance with regulatory requirements• Organising meetings with Stakeholders to review and analyse product performance • Providing up-to-date information to clients regarding currency movements• Dealing with trade orders and call-back processes• Regularly reconciling close of business positions, investigating and resolving any discrepancies• Supervising a team of 5 to ensure all duties are carried out with strong attention to detail

London, United Kingdom

• Promoting HSBC products and services with particular emphasis on regulated mortgages and protection policies• Keeping up to date with the property market and assessing economic trends• Responsible for maintaining and servicing mortgage clients• Co-ordinating branch sales planning and expanding the sales force• Developing leads from existing bank of clients

Bedford

• Advising and recommending from a wide range of products including life, protection, investments and pensions • Demonstrating investment strategies clearly to clients.• Meeting regular targets for business success• Possess the ability to professionally follow up leads and convert them into sales.• Responsible for maintaining knowledge under FCA regulations and working against set targets and objectives