• Acquiring prospective clients to develop new relationships and win new business by proactively establishing and managing potential new clients• Engaging with clients, holding client profile meetings discussing and outlining the benefits and characteristics of Private banking and Wealth planning• Uncovering and evaluating complex needs, finding solutions that meet customers expectations and priorities.• Providing existing investment propositions to clients, whilst supporting our stakeholders with developing andadvancing existing portfolios.• Taking responsibility for modelling the risk profiles of each client to achieve their goals and appropriate returns against the Banks strategy• Maintaining a keen awareness of competitive threats/opportunities within the marketplace.Supporting the businesses journey to Net Zero.• Working with all Stakeholders to structure solutions along with arranging and undertaking stakeholder briefings and/or training on new and developing solutions• Utilising the businesses lending model to support client with their residential/investment mortgage needs.• Working with the team to share best practices to achieve overall team objectives

Established and nurtured profitable relationships within our banking sector . managing high-clientele investors and bankers' deposit accounts valued from £250K to £3M• Conducting financial reviews, building strong relationships and gaining in depth knowledge of providing solutions to match my clients needs through 1st class customer service with my clients personal and financial requirements at the forefront of everything I do.• Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.• Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.• Analysed financial products and recommended appropriate products to clients.• Developed and maintained bank revenue goals.• Managed all product inquiries for clients and provided solutions.• Designed strategies to retain present businesses and for acquiring prospective clients.• Established increasing of customer satisfaction. Key Achievements• Top 1% of Private Relationship Managers with NatWest for 2020/2021 which resulted in promotion within organisation

Delivering extensive customer service and financial planning to a portfolio of Clydesdale and Yorkshire Bank business customers, whose turnover can be in excess of £2 million. Identifying their needs and enhance opportunities to maximise the return for the bank. Extensive product knowledge of wide range of lending, submitting lending applications ensuring compliance is strictly adhered too , including FSA and regulatory compliance, credit process changes and policy and procedure. Regularly dealing with general and complex complaints within the business banking sector. This part of my role consisted of investigating; reviewing and resolving business banking complaints, interacting with customers to resolve the complaint and compose FRL’s and address redress when appropriate. Coaching and developing colleagues to improve performance, as well as obtaining and analysing industry and business information to optimise business growth as well as identifying when a business is experiencing financial difficulties.