Stefan Velvick Email & Phone Number

High Net Worth Relationship Manager An experienced Client Relationship professional with a 25- year track record working with Ultra and High Net Worth Individuals. Over 10 years in a management position at mid-level. I have significant experience in terms of client retention and new client acquisition, through sourcing and qualifying leads, both from businesses and consumers, through attending events and networking with individuals and organisations, such as accountants, wealth and investment managers whose clients had synergy with my own.Having worked with Chief Executives of FTSE 100 companies, hedge fund managers, entrepreneurs, Peers of the Realm, and dealing with family offices, I am well experienced in delivering a service that meets the expectations of these ranges of key clients. I have knowledge of the financial and investment industries, primarily within the charitable sector, and these skills are easily transferable and adaptable to a wide range of different sectors.Skilled at taking ownership and accountability of clients to deliver an excellent service with a significant record of achievement in this.Able to quickly understand the mission, vision and values of a company.I am interested to hear from other professionals if you believe my skills, expertise and knowledge can help you and/or your company.

Listed skills include Charity, Charitable Trusts, High Net Worth Individuals, Salesforce.Com, and 17 others.