Professional, focussed, enthusiastic and reliable. Prior to my career as a Private Bank Manager which began in 2005, I held full financial planning qualifications and progressed to 2nd line management positions within the regulated Financial Service sector, I have been helping my customers achieve their financial goals ever since. My long standing customers have always had trust in me to help with their personal finances, whether it be lending or investing.I have an excellent track record in exceeding my targets, developing my team as well as my business partner relationships.As a leader /coach I believe individuals desire success and with effective coaching / mentoring this will be achievedI have extensive knowledge and experience in B2B, B2P and 1:1 consultative selling practicesI have a passion for meeting people, identifying their needs and offering the perfect solutions.
Tranquillity Wills & Estate Planning
-
Wills And Estate PlannerTranquillity Wills & Estate PlanningHartford, Gb
-
Wills & Estate PlannerTranquillity Wills & Estate Planning Sep 2021 - PresentCheshire West And Chester, England, United KingdomPutting my extensive knowledge, experience and qualifications to beneficial use. Helping you to establish a solution that will protect your assets and ensure your legacy is distributed to the people who you want to inherit. Putting the right plans in place now will give you the peace of mind that your loved ones will have clear direction and understand what you wanted for them when you have gone.
-
Private Bank ManagerNatwest Group Apr 2006 - Jun 2021Liverpool, England, United KingdomBuild and manage a portfolio of high value Private customers who generate significant income from Corporate/Commercial connections.Develop new customers within the Private segment – liaise with Commercial Bank colleagues to generate referrals and ensure seamless service.Grow own portfolio in terms of attracting new customers through active involvement across product partnersAUM -
Bdm Uk & EuropeIt Disribution Jan 2004 - Apr 2005Manchester, England, United Kingdom• Organizational and effective communication skills, strong attention to detail to enable the reporting of business forecasts and sales results • The management and development of the sales team in their endeavours to manage both existing and new relationships with UK and International clients.• Regular travel (both UK /abroad) to accompany account managers on their face to face visits with their existing and prospective clients.• Identify areas for development within the sales team and expansion of the existing customer base
Frequently Asked Questions about Vincent Lea Ccib Msww
What company does Vincent Lea Ccib Msww work for?
Vincent Lea Ccib Msww works for Tranquillity Wills & Estate Planning
What is Vincent Lea Ccib Msww's role at the current company?
Vincent Lea Ccib Msww's current role is Wills and Estate Planner.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial