David Lockhart
High Net Worth Premier Wealth Manager @HSBC
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WORK HISTORY
High Net Worth Premier Wealth Manager @HSBC
JE
EDUCATION
Chartered Institute for Securities & Investment
PCIAM
Chartered Insurance Institute
Diploma in Regulated Financial Planning
ABOUT DAVID LOCKHART
As a high net worth premier relationship manager with HSBC Expat, I have a comprehensive understanding of the need of the worlds expat community. Advising on the needs and goals of expats through their career and into retirement. Developing my career within financial services since 2004 I have helped many clients find tailored advice. I am very personable and driven to succeed while developing meaningful long lasting relationships with my clients putting their needs at the heart of what I do on a daily basis. My skill set is adaptable to any situation shown through my varied career.
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