William Davis Email & Phone Number

Chelmsford, GB

London, England, United Kingdom

I implemented a successful support team structure which acts as a first point of contact for Zilo's clients using the Zilo system. As a start-up SaaS business, I wrote and implemented the support team procedures and headed up two separate teams within the Support Team structure. Firstly, the Transition Support Team who are responsible for initial technical.

Essex

I was the direct point of contact for designated client relationships, ensuring the smooth running of all operational areas, I'm responsible for day to day service issues and incident management. My team are the first escalation point for my current clients Columbia Threadneedle, Quilter Investors, Artemis & T Rowe Price on all service issues and we ensure.

Chelmsford, United Kingdom

I managed the relationships with Barclays’ commercial banking customers each turning over up to £10m per annum. This was a varied client base across multiple sectors and I provided lending and credit balance solutions to around 100 clients dealing with the business owners and boards of directors.

Chelmsford, United Kingdom

I was promoted into a Premier Banking Relationship role managing the personal banking requirements of high net worth individuals. This was a great role where I provided advice on mortgage products, secured and unsecured lending, savings solutions and financial planning.I excelled in this role where I was a consistent top 10 national performer.

Chelmsford, United Kingdom

A sector change took my into corporate banking where I worked in partnership with the Corporate Relationship Director servicing the banking requirements of a small but complex client base.I exceeded all my cross selling targets while providing top service which the Bank recognised by placing me on a national talent scheme.I also enjoyed a 7 month career.

London, United Kingdom

I worked in the Sales Quality Audit Department ensuring that the financial advice provided by the sales force was accurate and appropriate. This was similar to the work I completed at Royal London.

Colchester, United Kingdom

I audited the life, pension and mortgage business written by Royal London's sales force, ensuring that all regulatory and company compliance requirements were met. I was made redundant from this role as part of a large company restructure.

Essex

This was my first employed role in financial services. I provided financial advice to retail clients as a tied agent selling a range of pension, life assurance, savings and investment products where I gained competent advisor status.