Graham Swan

Head of Business Development @Wbs

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

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WORK HISTORY

Apr 2024 — Present

Head of Business Development @Wbs

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Continuing the tasks associated with the previous time at WBS from 20••••23.Tasked with growing the business through the acquisition of new corporate connections. This is a combination of corporates approaching WBS, leveraging market relationships, interacting with consultants and targeted approaches based on market analysis.Dealing with RFI’s and Due Diligence requirements from prospective clients.Agreeing pricing and, in conjunction with the legal area, ensuring that the correct agreements are in place.Close involvement in the client implementation process including sign off of requirements, change requests, liaising with senior stakeholders at the client company, joint steering committee meetings.Increasing the profile of the company in conjunction with the marketing area and our PR agency.

SKILLS

Product DistributionInvestment StrategiesAlternative InvestmentsWealth ManagementInvestmentsNew Business DevelopmentWealth Management ServicesFinancial ServicesEquity TradingInvestment ManagementPersonal PensionsPensionsSippAsset Management

ABOUT GRAHAM SWAN

Over 25 years experience in Fnancial Services industry. Focussed on delivering high…

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