Stuart Shear Email & Phone Number

London, United Kingdom

Responsible for collating and analysing investment reports, along with quality checks of team member reports before being passed over to client teams.Using my knowledge and understanding of the investment market to provide commentary within the reports.Maintaining client files and building relationships with fund managers.Delegation and management of team workloads.

Responsible for the production and development of management information for Banking, Credit and TreasuryProviding administrative support to product managers and private bankersResponsible for implementation of changes to interest ratesMaintaining product information and competitor analysis on the intranetUpdating database with system changes and job roles

London, United Kingdom

Working with various product managers across different areas of bankingReconciliation of bank accountsWorking on loyalty card schemes and providing management informationResponsible for implementation of changes to Base Rate, providing adverts for National Press and updating various information systems

London, United Kingdom

Team leader of five staff working in migration of clients between different private bankersMaintaining various bespoke databasesDaily liaison with Client Group ManagersArrange and co-ordinate temporary staff cover

London, United Kingdom

Deputising for the Team ManagerManaging and distributing staff workloadDaily reconciliation of accountsJob training and mentoring

London, United Kingdom

Dealt with cheque negotiations and opened accounts for clientsHandling overseas transfersTraining colleagues on various systems

London, United Kingdom

Dealt with client enquiries and conducted due diligence when opening bank accountsMaintained ATM machines and reviewed daily reports for discrepancies with cash withdrawalsHead cashier and Bureau de ChangeWorked in various back office departments