David Sharpe
Orpington,Kent
Summary
Innovative Senior Wealth Advisor/Private Banker recognised for developing bespoke financial strategies and fostering long-term client relationships. Delivered significant portfolio growth by tailoring investment solutions, enhancing client satisfaction and retention. Excelled at driving revenue growth through strategic asset management and risk analysis. Knowledgeable about financial planning and investment strategies. Strong analytical skills, excellent communication abilities, and client-focused approach. Dynamic Relationship Manager holding 25 years of experience in key client account management. Builds customer retention and contract renewals with comprehensive engagement strategy. Plans and budgets to hit revenue targets through large client portfolio.
Overview
28
28
years of professional experience
Work history
Senior Wealth Advisor/Private Banker
Santander
09.2010 - Current
- Enhanced client relationships by providing personalised wealth management solutions.
- Managed risk for portfolio optimisation through rigorous financial analysis.
- Increased customer satisfaction with bespoke investment strategies.
- Conducted market research to identify new business opportunities.
- Fostered trust, improved client retention rates with consistent high-quality service.
- Advised clients on tax planning for enhanced savings.
- Formulated strategic plans to meet and exceed sales targets.
- Assured compliance with all banking regulations, maintained highest levels of integrity.
- Established strong partnerships within the industry to enhance networking capabilities.
- Developed comprehensive financial plans for long-term wealth growth of clients.
- Advised affluent individuals on wealth management strategies whilst considering their unique goals.
- Played a pivotal role in resolving complex customer queries swiftly, ensuring customer satisfaction.
- Conducted comprehensive financial analyses to provide customised wealth management strategies.
- Fostered long-term relationships with clients, leading to increased loyalty and retention.
- Developed new business relationships for increased client base.
Wealth manager
HBOS Financial Planning
12.2007 - 09.2010
- Cultivated strong client relationships by providing personalised investment advice.
- Managed clients' portfolios to maximise asset growth.
- Ensured regulatory compliance, maintaining high professional standards.
- Conducted risk assessments, minimising potential loss.
- Presented comprehensive reports to clients, promoting transparency and trust.
- Delivered informative seminars and workshops on wealth management topics.
- Created bespoke retirement plans tailored to individual needs.
- Spearheaded team meetings, driving productivity and efficiency.
- Participated in continued professional development activities, enhancing expertise within the field.
Senior investment advisor
HSBC
06.1997 - 12.2007
- Increased client satisfaction by providing tailored investment advice.
- Managed risk for portfolio growth.
- Ensured compliance with financial regulations whilst advising on investments.
- Developed strong relationships with clients to secure loyalty.
- Cultivated trust amongst clients by maintaining confidentiality and demonstrating expertise at every turn.
- Implemented robust due diligence procedures, ensuring optimal investment selections.
- Offered strategic guidance to clients that translated into successful investments.
Education
Level 6 PCIAM
CISI
Level 4 Financial Planning
CII
Financial Planning Certificate level 1
CII
Financial Planning Certificate level 2
CII
Financial Planning Certificate level 3
CII
Skills
- Wealth management advisory
- Financial market understanding
- Knowledge of regulatory guidelines
- Client relationship building
- Financial planning
- Success-Driven mindset
- Expertise in investment vehicles
- Customer focus attitude
- Private banking operations knowledge
- Pension planning expertise
Timeline
Senior Wealth Advisor/Private Banker
Santander
09.2010 - Current
Wealth manager
HBOS Financial Planning
12.2007 - 09.2010
Senior investment advisor
HSBC
06.1997 - 12.2007
Level 6 PCIAM
CISI
Level 4 Financial Planning
CII
Financial Planning Certificate level 1
CII
Financial Planning Certificate level 2
CII
Financial Planning Certificate level 3
CII
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