Summary
Work history
Education
Skills
Websites
Certification
Earlier career roles
Timeline
Generic

Richard Perez

Leicestershire

Summary

Business transformation professional with expertise in operational efficiency and client onboarding. Proven ability to enhance processes in regulated environments.

Strong background in stakeholder engagement and product ownership, committed to improving the client experience through innovative solutions.

Work history

Business Transformation Manager

Société Générale Kleinwort Hambros / Union Bancaire Privée
London
2021.01 - 2026.02
  • Spearheaded operational and digital transformation initiatives within regulated commercial teams.
  • Designed and implemented a new digital onboarding system to enhance client experience.
  • Managed cross-departmental collaboration for investment suitability and onboarding documentation improvements.
  • Acted as product owner for continuous improvement system, capturing staff-led enhancements.
  • Achieved annual cost savings of £130K by increasing adoption of paperless banking.
  • Generated 1.5 FTE time savings through improved daily client reporting updates.
  • Developed Client Wealth 360 system to effectively capture and visualise client assets and liabilities.

Assistant Private Banker

SG Kleinwort Hambros
Leeds
2013.12 - 2021.12
  • Developed high net worth client relationships in banking, lending, and investments.
  • Managed day to day client needs ranging from account opening, call credit applications, FX deals, execution-only dealing, payments and data management.
  • Maintained solid relationships with existing customers by delivering exceptional service.
  • Client facing SME for internal projects such as optimising onboarding processes to decrease errors and shorten account opening times.
  • Coached new joiners on digital systems, processes, and effective practices.

Regional Sales Manager

NatWest Stockbrokers, RBS Group
Leeds
2011.04 - 2013.12
  • Directed stockbroking performance for online share dealing across 100 branches and 70 Private Bankers.
  • Elevated lowest performing sales region to top quartile status within 12 months.
  • Exceeded annual £20M asset growth target ahead of schedule through data-driven prospecting.

Lean Change Agent

NatWest
Leeds
2010.04 - 2011.03
  • Facilitated rollout of McKinsey-designed retail transformation programme across branches.
  • Achieved over 90 percent adoption scores through implementation of new operating models.
  • Utilised lean techniques to enhance branch operational efficiency.
  • Applied RAG status models to optimise staff activity during peak and quieter periods.
  • Introduced continuous improvement processes for branch staff to drive client service enhancements.
  • Conducted training on effective management of individual and team performance.

Education

Bachelor of Science - Psychology

Nottingham Trent University
Nottingham
06.2002

Skills

  • Operational and digital transformation
  • Agile project management (JIRA)
  • Client onboarding and suitability
  • Process and continuous improvement
  • Data analysis and business insights
  • Stakeholder engagement
  • Product ownership
  • Business analysis
  • Client experience optimisation
  • Commercial performance enhancement
  • Digital onboarding solutions
  • Reporting and management information tools (Power BI)
  • Microsoft Dynamics CRM
  • Process mapping (Visio)
  • Microsoft Office 365

Websites

Certification

  • Agile Foundation (2023)
  • Agile Practitioner (2024)

Earlier career roles

  • Personal Banker, NatWest (2006 to 2010). Conducted financial reviews for banking, savings, mortgages, protection, lending and insurance. Consistently exceeded sales targets.
  • Senior Business Associate, RBS Nottingham Lending Centre (2005 to 2006). Awarded Annual Continuous Improvement Award for resolving systemic call routing issues.
  • Housing Liaison Officer, Nottingham City Council (2004). Designed a training manual to improve staff onboarding.
  • Events Management, Fierce (2001 to 2003). Co promoted one of the Midlands leading music events.

Timeline

Business Transformation Manager

Société Générale Kleinwort Hambros / Union Bancaire Privée
2021.01 - 2026.02

Assistant Private Banker

SG Kleinwort Hambros
2013.12 - 2021.12

Regional Sales Manager

NatWest Stockbrokers, RBS Group
2011.04 - 2013.12

Lean Change Agent

NatWest
2010.04 - 2011.03

Bachelor of Science - Psychology

Nottingham Trent University

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Richard Perez