PAUL JOSEPH
Bushey,Hertfordshire
Summary
Hard-working Sales & Relationship Director with strong organisational skills. Achieves personal and company goals through exceptional planning and prioritisation.
Maintains a strong and growing network across seniors within Banks, Non Bank Financial institutions, Broker Dealers, Financial Market infrastructures and Fintech firms across the globe
Broad subject expertise and knowledge of operational and risk frameworks
Willing to takes on challenging new role harnessing interpersonal skills, collaboration and problem-solving. Driven to deliver high-quality service and consistent results.
Overview
27
27
years of professional experience
Work history
Global Relationship Manager
Davies Consulting
London
08.2023 - Current
- Strategic Relationship & Sales responsibility for three tier one banks across each of the Davies practices
- Create new relationships across financial services firms especially tier 1 & 2 banks
- Maximise client engagement and revenue generation; ensure outstanding service delivery whilst identifying additional cross-selling and up-selling opportunities across full portfolio of clients.
- Stayed current on processes and procedures to offer relevant assistance.
- Engaged with stakeholders to build relationships and brand awareness.
- Leveraged strategic networking to create new business opportunities.
Sales Director
Encompass Corporation
London
11.2018 - 08.2023
- Refined subject matter expertise across KYC, AML and all Financial Crime aspects
- Sales lead targeting tier 1 banks internationally
- Delivered multi year contracts to value of £6.2million with continuous healthy pipeline
- Continuously deliver detail of market trends and needs to help refine product offering
Chief Commercial Officer
Lacuna Solutions
London
03.2018 - 11.2018
- Responsible for building sales structure inclusive of team selection, training and process
- Reporting into board on sales performance
- Assisting potential investors in conducting due diligence
- Representing Lacuna at international conferences and within industry publications
Director
DEUTSCHE BANK
London
09.2015 - 03.2018
- Working within Institutional Cash Management, Structured Liquidity Solutions, Securities Services and Coverage through tenure
- SME on Non Bank Financial Institutions and Financial Market Infrastructure (FMI), eg CCP's, Exchanges
- Developed cross functional expertise to ensure successful Sales and Relationship Management
- Lead on delivering Repo solutions to FMI firms
- Custody Lead for UK market and FMI firms
Manager of Broker Dealer Sales and Relationship Management Team
JP MORGAN CHASE BANK (TREASURY SERVICES)
London
03.2007 - 09.2015
- Head of NBFI & Broker Dealer Sales team, managing a team of 6
- Additional NBFI sectors (asset managers, insurance, private equity and hedge fund clients)
- Assisted in the development of key product enhancements and the delivery of new products focused on the evolving regulatory needs of the bank and its' global client base
- Completed risk remediation exercises to ensure compliance with banking regulations and risk appetite
- Represented the bank across a number of key industry discussions to create positive change in the industry.
Sales Manager
Anglo Irish Bank
London
03.2006 - 03.2007
FX Trader
Standard Bank
London
09.2006 - 03.2007
FX Trader
Royal Bank of Canada (Custodian)
London
07.1997 - 09.2006
Education
GCSEs - General Studies
Jewish Freee School
London 09/1980 - 06/1985
Skills
- Focused on delivering results above expectation across new and existing growth opportunities
- Utilises strong negotiation skills to identify client needs and provide bespoke solutions
- Builds and develops strong relationships with both internal and external stakeholders
- Aware of criticality of governance and risk, robust adherence to policies
- MS Office (including Word and Excel)
- Learns new systems quickly
Custom
available upon request
Affiliations
- Sport, Film, Technology,
Accomplishments
Various sales awards through JPMorgan including Sale of the Year and top revenue contributor
Timeline
Global Relationship Manager
Davies Consulting
08.2023 - Current
Sales Director
Encompass Corporation
11.2018 - 08.2023
Chief Commercial Officer
Lacuna Solutions
03.2018 - 11.2018
Director
DEUTSCHE BANK
09.2015 - 03.2018
Manager of Broker Dealer Sales and Relationship Management Team
JP MORGAN CHASE BANK (TREASURY SERVICES)
03.2007 - 09.2015
FX Trader
Standard Bank
09.2006 - 03.2007
Sales Manager
Anglo Irish Bank
03.2006 - 03.2007
FX Trader
Royal Bank of Canada (Custodian)
07.1997 - 09.2006
GCSEs - General Studies
Jewish Freee School
09/1980 - 06/1985
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