Accomplished professional with extensive expertise in private banking and high-net-worth relationship management. Demonstrates proficiency in credit risk analysis, lending proposition structuring, and regulatory compliance, including FCA, AML/KYC/CDD. Skilled in portfolio performance monitoring and profitability enhancement, with a strong focus on strategic leadership and coaching. Adept at commercial relationship management and cross-functional management, driving local market penetration and building introducer networks. Proficient in client lifecycle management using CRM tools such as Salesforce and Dynamics. Committed to operational risk management, cultural change, stakeholder engagement, and business transformation to achieve organisational goals.
Willing to pursue Level 4 Diploma in Regulated Financial Planning
Advisor of the Year – Conc and Phils Consulting (2019).
Skye Bank Ambassador – Skye Bank Plc (2015).
I enjoy reading financial journals and keeping up with global markets, which helps me stay commercially aware.
Outside of work, I have a passion for mentoring young professionals in business and finance. I also enjoy long-distance walking and exploring historic towns across the UK - it's my way of staying active and appreciating new perspectives.
Socially, I value meaningful conversations, which naturally feeds into my interest in relationship-building both professionally and personally.