• Profil
  • Regional Manager & Private Banker at Fairbairn Private Bank
  • Guernsey Grammar School
  • United Arab Emirates
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  • Expériences professionnelles

    2011 - Courant
    Services bancaires | 51-200
    Responsible for business develpoment of HNW/UHNW clientsDay to day running of the Dubai officePrivate client relationship managementTo promote and grow the business in the Middle East across; discretionary portfolio management, banking, trusts, deposits, lending & intermediary relationships.Structuring of end of service gratuity/ retirement schemes for companies across the Middle East.
    2010 - 2011
    Set up new Fine and Country licensee office.Operations and sales management.
    2005 - 2010
    Immobilier
    Heavily involved in the set up of Dubai Luxury Homes, management of the marketing and sales teams of the company. Grew to be one of the most prominent, respected and successful real estate brokerage firms in the UAE. At the peak we had 45 staff across 3 offices. The company was the top selling agent for a number of top end UAE developers.We won several property related awards and were short listed for our customer service in the Lloyds TSB UAE Small Business Awards.
    2002 - 2005
    Services bancaires | United Kingdom | 10001+
    - Responsibility for the offshore bank's client base in India, Pakistan, Sri Lanka and Abu Dhabi- Started the bank's first regular visit program to India to meet with existing and new clients - focus on offshore banking sales and financial planning for expatriates and foreign nationals- Regular trips to Abu Dhabi to increase the bank's presence in the capital- Developed an initiative with a GCC bank to establish a presence in Abu Dhabi- Selected as the Lloyds TSB Offshore Private Banking representative for the Dubai office, responsible for any sale by the offshore team to any HNW client in the region and Indian Sub Continent- Developed and coordinated a regular visits from our trust managers and third party tax lawyers
    1999 - 2002
    Services bancaires | United Kingdom | 10001+
    - Joint responsibility for the offshore bank's African resident client base- Planned and executed regular visits to Africa to meet with existing clients, secure new clients and capital, sell bank's services - focussing on investment planning services- Regularly met and exceeded given targets in the sale of new accounts, in-house and third party fund and insurance products, discretionary portfolios
    1992 - 1999
    Banque d'investissement
    - Various administration roles under fast track program for A-Level students- Youngest promoted to Account Executive role- Relationship management of a portfolio of 150 high net worth and ultra high net worth clients, services included discretionary management, offshore trust and companies, non-discretionary portfolios- Successfully managed relationship with one of the bank's largest clients, including trust, company, portfolio, deposits, letters of credit and guarantee- Regularly awarded for the highest level of new and cross-sales of discretionary managed portfolios, in house unit trust services, third party fund and insurance products and attraction of new capital
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  • Compétences professionnelles

    Financial Planning
    Mortgage Planning
    Banking
    Maintaining Business Relationships
    Financial Analysis
    Trust Services
    Private Banking
    UAE
    Business Management
    New Business Development
    Employee Benefits
    Pensions
    Wealth Management
  • Parcours scolaire

  • Relations

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