Anthony Liot Chartered
Wealth Management Specialist @Santander UK
Market Harborough, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2012 — Present
Wealth Management Specialist @Santander UK
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Leicester, GB
EDUCATION
1999 — 2008
ifs University College
Diploma in Financial Services Management
2002 — 2016
Chartered Institute for Securities and Investment
Investment Advice Certificate RDR Compliant 2013
2005 — 2006
Society of Trust and Estate Practitioners
Foundation Certificate International Trust Management
2016 — 2016
Chartered Institute for Securities and Investment
Certificate Private Client Investment Advice and Management Level 6
SKILLS
ManagementHigh Net Worth IndividualsWealth ManagementStrategic Financial PlanningComplaints HandlingInvestmentsSales FinanceBusiness Relationship ManagementClient Relationship BuildingWealthPrivate BankingComplaint ManagementFinancial AdvisoryCoachingRetirement PlanningFinancial SalesIncome ProtectionFinancial ServicesCrmBankingRetail BankingComplaints ManagementInvestment AdvisoryNew Business DevelopmentRelationship ManagementPensionsFinancial PlanningMortgage Lending
ABOUT ANTHONY LIOT CHARTERED
Professional, credible, self-motivated Wealth Management Specialist, Charity Trustee and…
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