David Murray

Head of Aberdeen Financial Planning @Aberdeen

Glasgow, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Head of Aberdeen Financial Planning @Aberdeen

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Glasgow, GB

Proud to be leading the Aberdeen financial planning advice business

SKILLS

Sales ManagementRisk ManagementHigh Net Worth IndividualsPrivate BankingWealth ManagementWealth Management ServicesMortgage LendingPensionsWealthRetail BankingInvestment AdvisoryBankingFinancial AdvisoryPortfolio ManagementFinancial RiskFinancial ServicesLoansIncome ProtectionInheritance Tax PlanningStrategic Financial PlanningInvestmentsManagementCoachingSuccession PlanningTeamworkTrainingBudgetsBusiness PlanningChange ManagementLeadershipTalent ManagementSales Process DevelopmentEmployee EngagementCredit RiskBancassuranceSavingsCross SellingSalesFinanceCredit

ABOUT DAVID MURRAY

Dedicated driven professional with a clear track record of achievement in sales performance, risk management and people development. Passionate about creating the right environment for outstanding performance in all aspects of business delivery.Leading from the front with a clear emphasis on people development for the benefit of customers. Proud to be a mentor to ambitious individuals.I believe in continuous development, having attained my Banking exams, I am a Chartered Financial Planner having also achieved Fellowship if the CII and have a Supervision and Sales Management accreditation.Experience of setting up two sales regions from scratch and developing them into successful, profitable ongoing operations.I have a proven track record and excel within- Income delivery- Regulated Financial Services control- Talent Management- Succession Planning- Team building- Coaching- Mentoring- Stakeholder management- Business development- Business planning- Strategic thinking- Networking

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David Murray — Head of Aberdeen Financial Planning at Aberdeen in Glasgow, GB | Unifers