|Excellent track record of achieving and exceeding targets.|
Highly developed relationship skills.
Highly knowledgeable of financial service products.
Growth objectives - new clients, income and funds.
Successful experience working closely with cross section of high net worth customers
Identify -take ownership,investigate and resolve customer complaints.
Member of the Chartered Institute of Banking up to 1990.
Certificate of Financial Planning obtained in 1995 and currently accredited through the Personal Financial Society.
Continuing education in the Diploma of Financial Planning through the Personal Financial Society.
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