Neil Banks

Director, Chartered Wealth Manager @Coutts

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

Signup · Get unlimited contacts

WORK HISTORY

Nov 2007 — Present

Director, Chartered Wealth Manager @Coutts

View department →

Norwich, GB

Managing a portfolio of high net worth clients assisting them with their private banking and wealth management requirements

EDUCATION

2012 — 2012

University of Cambridge

Judge Business School Executive Education Programme

2008 — 2008

Cranfield School of Management

Entrepreneurship/Entrepreneurial Studies

SKILLS

CreditFinancial PlanningLeadershipCredit RiskFinanceWealth ManagementFinancial ServicesCustomer Relationship Management (Crm)ManagementPortfolio ManagementPrivate ClientsWealth Management ServicesRelationship ManagementSkilled Communicator Adept at Building Strong Rapport with Clients and ColleagesBankingPrivate BankingInvestmentsCustomer ServiceExceptional Relationship Building SkillsRetail BankingExtensive Experience of Private Banking and Wealth Management

ABOUT NEIL BANKS

I have over 20 years of experience in financial services. Since joining Coutts in 2007, I have worked with a portfolio of successful entrepreneurs and business owners helping them to manage and structure their wealth effectively. I have spent time at both Cranfield School of Business and more recently Cambridge University on a Judge Business School Executive Education Programme. Coupled with a vast level of experience in advising a high net worth client base locally, I have developed an in-depth understanding of the complexities of private wealth advice and relationship management

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Neil Banks — Director, Chartered Wealth Manager at Coutts in Norwich, GB | Unifers