Simon Brooks Email & Phone Number

Jakarta, Indonesia

Greater Jakarta Area, Indonesia

I was approached by the CEO of the company form a recommendation from some mutual clients and business associates we have in common. I was originally tasked to establish a client bank in Jakarta, whilst also servicing clients in Vietnam and Thailand. Due to the success achieved within 6 months the company asked me to set up new offices in Indonesia and the Philippines, sourcing new offices, employing and training new Wealth Managers, coordinators, office staff and office managers in each office. Once this is completed to then centralize the Asian Pacific operations from the office in Jakarta. I am currently in the process of sourcing and finalizing all of the operations whilst also ensuring that the current clients’ needs are fulfilled.

Greater Jakarta Area, Indonesia

My role was to provide expert, impartial financial advice in international savings, bonds, life insurance, pensions, as well as structured products, to expatriate clients and international investors in Jakarta. As a wealth Manager I am committed to helping my clients create value and wealth by suggesting the right financial products that best suit their needs. I believe that every client has differing and specific financial targets and thus, it is my responsibility to carefully consider and recommend to each client the options available to them that have the best potential to suit their individual goals. The success at de Vere speaks for itself with over $10 billion of funds under advice and management created by 83,000 active clients in over 100 different countries around the world. My key clients were senior managers and directors, the core areas that the worked in were Oil & Gas, Infrastructure, manufacturing, law, accounting and politics.

Cardiff, United Kingdom

I was responsible for 130 companies, many of which I had retained over the years I was with BT. They included such companies as Langley Holdings (www.langleyholdings.com), All3Media (www.all3media.com), Cello Group (www.cellogroup.co.uk), Cult Retail (www.cult.co.uk) & Myla (www.myla.com) to name just a few. My duties were to speak on a regular basis with the key decision makers, which in most cases would be the board members. I discuss with them their current telecommunication holdings, what they were looking for over the coming 12 to 36 months and also some alternatives to enable a more up to date or cost efficient option. I would look at all aspects of the company’s business and look to cross or up sell in all sections from IP infrastructure, software and hardware systems, all areas of mobile communications and mobile and data networking, security, marketing and data transfer. My annual target was £20 Million of new revenue to BT and at the end of each year I exceeded by 180% ahead of my target. I was also responsible for ensuring that those products and services held by my accounts remained with BT.

Cardiff, United Kingdom

I was approached by NPI to set up a new team whose job would be to contact large companies and organizations and discuss with them the possibilities and benefits of setting up a company Stakeholder pension scheme. My duties included working with the IT department to set up a computer system that would allow us to store information about each company. I was also responsible for hiring, training and developing a team of 6 people so that their technical knowledge and their sales skills were of the highest quality. Once the department was set up I interviewed and appointed a team leader to take over the day to day running of the team.

Cardiff, United Kingdom

I was employed as an Account Manager, and my duties were to contact a base of some 300+ Companies and develop a business relationship with them. I established what their breakdown of business needs were and would then look at ways of cross selling and upselling products relevant to their business needs thus, maximizing their potential for new sales. A key part of the role was to discuss new products, educating them in its workings and offer possible sales angles to assist them in selling greater amounts.

Cardiff, United Kingdom

I was originally employed by the bank as a trainee account manager and I worked my way up to Assistant Branch Manager within just 29 months. I was consistently ranked in the top 3 of the entire company for new sales and business growth and I had the lowest company collections base. I also won many individual awards including an all expenses 2 week holiday in a 5* hotel in Seville. My duties included administration and internal Audit, cash handling, customer services, loan applications and approvals, debt recovery and any other day to day running’s of the branch including cover on the Branch Managers day off.

London, United Kingdom

Upon leaving university I moved to London and joined VCC plc. I was employed to join a team of 3 others as an account manager, within 3 months I was promoted to team leader and within 18 months I was promoted again to floor manager. I was responsible for looking after and managing a team of 6 team leaders, 82 account managers, 1 receptionist and 3 secretarial staff and my own PA. My duties included staff recruitment, implementing a staff training program, new business development and customer retention, and the day to day running of the requirements of my division. I had to report weekly to the board of 3 directors about the floors performance, targets and developments. I also had some 200+ of my own customers to manage, and they included companies such as The Duke of Westminster, the Nigerian Royal Family, TVR, Eco Friendly and many more. My duties to them, was to ensure that at any time their business finance needs were met, and to look at ways to reduce and improve upon their existing financial commitments

Bachelor’S Degree, Business Management, Marketing, And Related Support Services, First

Business Management

High School, I Attained 9 O’Levels All At A Grade Of B And C.