Summary
Overview
Work history
Education
Skills
Timeline
Generic

AIDAN CURRAN

London

Summary

  • Motivated and ambitious individual working within the Wealth Management sector, aiming to provide the highest level of client service to all my clients.
  • Proven ability to build and manage working relationships with UHNW individuals.
  • Collaborative individual who excels in fast paced working environment.
  • Associate member of the Chartered Institute for Securities & Investments.

Overview

8
8
years of professional experience

Work history

Client Relationship Officer (FTC)

Pictet
London
10.2024 - Current
  • FCA Certified individual.
  • Working within the UK & Ireland team, being the first point of contact for all client request. Building strong and trusting relationships in the process.
  • Responsible for daily cash management of accounts across large book of assets c£3 billion. Covering overdrawn positions, periodic fees and ensuring all large cash positions are earmarked for investment.
  • Managing the account opening process for both complex and vanilla accounts. Ensuring strict KYC and compliance protocols are adhered to.
  • Preparing periodic reporting for both monthly and annual reviews.
  • Trading XO orders, across the wide spectrum of different asset classes.
  • Ensuring private equity capital calls are covered for good value through trading / FX.
  • Assisting private banker with prospecting for new business through preparation of proposal slide decks and online research.

Assistant Relationship Manager

Credit Suisse (UBS Group Company)
London
01.2024 - 10.2024
  • Fulfilled ambition to move to London
  • Supporting a Senior Relationship Manager on the Ultra High Net Work desk, where majority of clients are sophisticated financial professionals
  • First point of contact for all client queries
  • Responsible for managing the fixed deposits, with action points required daily
  • General account maintenance and Ad-hoc queries
  • Liaising with internal stakeholders in London, Guernsey and Zurich to ensure accounts are managed
  • Preparation of Investment proposals & annual review meeting documents

Assistant Relationship Manager (FTC)

Julius Baer
Manchester
06.2023 - 01.2024
  • Part of team responsible for managing book of clients with c£1 Billion assets under management
  • First point of contact for clients (both Swiss & Guernsey and booked clients)
  • Responsible managing the Lombard loan process of clients within the office
  • Executing payments (Domestic & SWIFT)
  • Preparation of Investment proposals & annual review meeting documents
  • Handling account openings & closings
  • General account maintenance and Ad-hoc queries
  • Actively assisting with the prospecting of new clients

Travelling

South East Asia
11.2022 - 05.2023
  • After just over 5 years at UBS I decided to take 6 months off to travel Asia
  • I was lucky enough to visit the following countries; Singapore, Malaysia, Thailand, Laos, Cambodia, Vietnam, Philippines and South Korea

Client Account Manager

UBS Wealth Management
Edinburgh / Manchester
09.2017 - 10.2022
  • I started my career through the UBS Wealth Management front office apprenticeship program before transitioning into the Client Account Manager role
  • Directly support two HNW Client Advisors alongside the wider team
  • Promoted to Authorized officer February 2022
  • First point of contact for clients (both onshore and offshore booked clients)
  • Executing trades (Equities, Bonds, Funds, Structured Products & Foreign Exchange)
  • Handling account openings & closings
  • Overseeing asset transfers (internal, incoming & outbound)
  • Providing suitability & research materials to clients and external strategic partners
  • General account maintenance and Ad-hoc queries

Education

Private Client Investment Advice & Management -

Chartered Institute for Securities & Investment
06/2025 -

Investment Advice Diploma -

Chartered Institute for Securities & Investment
03/2021 - 10/2022

Investment Operations Certificate -

Chartered Institute for Securities & Investment
02/2018 - 02/2019

Intensive Computing Programme - Microsoft Office Specialist Certification & CompTIA Fundamental Certification

Tech Partnership/YouTrain/J.P. Morgan
09.2016 - 10 2016

Sociology - undefined

Abertay University
Dundee, DND
01.2011 - 1 2014

The Glasgow Academy
08/2010 - 05/2011

Jordanhill School
Glasgow, GLG
8 1998/1998 - 6 2010/2010

Skills

  • Teamwork: Over the years I have enjoyed

    • playing football, and was fortunate enough to play

    for a professional team in my teenage years and

    also represent my country at school boy level

    This instilled a strong teamwork ethic from an

    early age, and I have carried this on to my

    working life


  • Relationship Building: have been able to build

    • strong relationships with all clients and

    stakeholders throughout my various working roles

    I see this as one of my strongest attributes


  • Time Management: I have acquired good time-

    • management skills over the past several years

    Working hard in order to juggle studying for

    professional qualifications alongside full- time

    employment and extra-curricular activities


  • Communication: A crucial skill set in any work

    • environment, I always endeavor to ask many

    relevant questions and listen to my colleagues to

    ensure I carry out my workload accurately

Timeline

Client Relationship Officer (FTC)

Pictet
10.2024 - Current

Assistant Relationship Manager

Credit Suisse (UBS Group Company)
01.2024 - 10.2024

Assistant Relationship Manager (FTC)

Julius Baer
06.2023 - 01.2024

Travelling

11.2022 - 05.2023

Client Account Manager

UBS Wealth Management
09.2017 - 10.2022

Intensive Computing Programme - Microsoft Office Specialist Certification & CompTIA Fundamental Certification

Tech Partnership/YouTrain/J.P. Morgan
09.2016 - 10 2016

Sociology - undefined

Abertay University
01.2011 - 1 2014

Private Client Investment Advice & Management -

Chartered Institute for Securities & Investment
06/2025 -

Investment Advice Diploma -

Chartered Institute for Securities & Investment
03/2021 - 10/2022

Investment Operations Certificate -

Chartered Institute for Securities & Investment
02/2018 - 02/2019

The Glasgow Academy
08/2010 - 05/2011

Jordanhill School
8 1998/1998 - 6 2010/2010

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AIDAN CURRAN