Isaac Hammond
DAGENHAM,ESSEX
Summary
I demonstrate high professionalism and perform well independently or on a team. Responsible, positive, hardworking and reliable, I bring commitment and solutions-focus to my work and life. My diverse experiences have allowed me to gain transferable, valuable skills and quickly learn and embrace new challenges.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
Work history
Client Services Executive
Cazenove Capital
London
2022.09 - 2023.06
- Provide exceptional service to ultra-high net worth clients, including responding promptly to queries, executing transactions, organising client events and meetings
- Maintain client records and ensure client information is accurate across systems
- Ensure compliance with regulations
- Work closely with Investment Managers on client portfolios and financial plans, research investment ideas, prepare presentations and reviews
- Support new business initiatives, including networking, prospecting, and onboarding clients.
Gift Aid Accountant
South England Conference (SDA)
Watford, Hertfordshire
2019.03 - 2022.08
- Maintain accurate records of donations received from UK taxpayers who have completed Gift Aid declarations
- Prepare and submit timely Gift Aid claims to HMRC to recover tax already paid by donors
- Verify donor information and amounts to ensure all Gift Aid claims meet legal requirements
- Provide donors with confirmation of donations and tax reclaims received
- Identify and implement opportunities to improve the Gift Aid process and increase donated funds
- Educate staff and volunteers on the Gift Aid program and its importance to our funding
- Stay current on Gift Aid rules and regulations to ensure ongoing compliance
- Prepare reports for senior management and trustees showing funds received via Gift Aid and the associated impact.
Client Services Manager in Private Bank
Standard Chartered Bank
London
2017.10 - 2019.02
- Client Services Manager supporting our private bankers in the front office working covering clients from Africa and Indian territories
- My adaptability and passion can offer our varied client set of cultures excellent client service
- Acting as the main point of contact for a client book that holds our ultra-high-net-worth individuals and family offices
- Taking the lead in a wide range of procedures relating to varied structures, including onboarding and account opening, credit applications and investment pitches
- Where necessary, this often requires liaising with senior management and other key stakeholders of the business
- I have established a good understanding of complex trust structures, inheritance, and succession planning for large families/family businesses and due diligence in the maintenance of high-risk/politically exposed clients
- Developed a key understanding of risk management which is associated with running each book of clients across the business
- Regularly attend client meetings, supporting the Banker with the sales process and further developing closer relationships between the client and the bank.
Relationship Management Apprentice in Wealth and Investment Management
Barclays Bank Plc
London
2015.02 - 2017.09
- Private banking executive supporting our private bankers in the front office working in a variety of teams covering clients from Africa, the Middle East, and Indian territories
- My adaptability and passion can offer our varied client set of cultures excellent client service
- Acting as the main point of contact for a client book that holds a large number of our ultra-high-net-worth individuals and family offices
- Taking the lead in a wide range of procedures relating to varied structures, including onboarding and account opening, credit applications and investment pitches
- Where necessary, this often requires liaising with senior management and other key stakeholders of the business
- I have established a good understanding of complex trust structures, inheritance, and succession planning for large families/family businesses and due diligence in the maintenance of high-risk/politically exposed clients
- Developed a key understanding of risk management which is associated with running each book of clients across the business
- Regularly attend client meetings, supporting the Banker with the sales process and further developing closer relationships between the client and Barclays
- As Digital Champion for Africa and Asia teams, I organize one-to-one and group sessions for them regarding Barclays Wealth's digital offerings
- In addition, I liaise with Private Bankers to onboard clients onto our digital platform.
Customer Advisor
Barclays Bank Plc
London
2013.08 - 2015.11
- Strong communication skills, demonstrating my positive representation of the bank to a wide range of customers using tact, discretion, and good judgment
- Provide excellent customer service and resolve inquiries and issues over the phone, email, and in person
- Handle a high volume of customer interactions and transactions efficiently and accurately
- Sell products and services by understanding customer needs and matching appropriate solutions
- Escalate complex issues to the appropriate departments when needed
- Maintain updated knowledge of Barclays' financial products, services, policies and procedures
- Comply with all regulatory and compliance guidelines
- Maintained customer happiness with forward-thinking strategies focused on addressing needs and resolving concerns.
Education
Master of Business Administration - Banking and Finance
UNIVERSITY OF WALES TRINITY ST DAVIDS – LONDON
London 2023.06 -
Professional Banker Certificate - Banking and Finance
THE CHARTERED BANKER INSTITUTE
London 2015.02 - 2015.09
Bachelor of Business Administration - Accounting
Valley View UNIVERSITY
Oyibi, Greater Accra Region, Ghana 2004.09 - 2009.09
Skills
- Highly organised
- Time management
- Process improvement
- Adaptable
- Calm composure under pressure
- Analytical problem solving
- Customer-focused
- Leadership
- Customer service
- Communication skills
Affiliations
- Singing and listening to music
- Playing and watching football
VOLUNTARY ROLES
· Event organizing and coordinating
· Lead out in Bible studies at church
· Career counselling at schools and church
· Funds raising for a range of organizations
· Church Treasurer
Timeline
Master of Business Administration - Banking and Finance
UNIVERSITY OF WALES TRINITY ST DAVIDS – LONDON
2023.06 -
Client Services Executive
Cazenove Capital
2022.09 - 2023.06
Gift Aid Accountant
South England Conference (SDA)
2019.03 - 2022.08
Client Services Manager in Private Bank
Standard Chartered Bank
2017.10 - 2019.02
Professional Banker Certificate - Banking and Finance
THE CHARTERED BANKER INSTITUTE
2015.02 - 2015.09
Relationship Management Apprentice in Wealth and Investment Management
Barclays Bank Plc
2015.02 - 2017.09
Customer Advisor
Barclays Bank Plc
2013.08 - 2015.11
Bachelor of Business Administration - Accounting
Valley View UNIVERSITY
2004.09 - 2009.09