Claire Davies
Associate Director, Wealth Manager @Coutts
Salisbury, GB
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Feb 2018 — Present
Associate Director, Wealth Manager @Coutts
View department →
Providing comprehensive financial advice to my clients to support them in achieving their goals - Ensuring that I keep up to date with regulation and industry developments to provide the most relevant advice to my clients
SKILLS
Private BankingTraining DeliveryHigh Net Worth IndividualsCrmFinancial PlanningBusiness Relationship ManagementMutual FundsFinancial RiskFinancial ServicesPersonal Financial PlanningInheritance Tax PlanningInvestment ManagementBankingPortfolio ManagementManagementInvestmentsRelationship ManagementPensionsCommunicationRetail BankingWealth Management
ABOUT CLAIRE DAVIES
I have worked for Coutts & Co since graduating from Royal Holloway, University of London…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.