Phillip Rixon
Manager Premier Financial Consultancy - Wealth and Specialists @First Direct
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WORK HISTORY
Manager Premier Financial Consultancy - Wealth and Specialists @First Direct
Leading the team of Premier Financial Consultants who work with the HSBC UK High Net Affluent customer base; Client Relationship Management: Building and maintaining strong, long-lasting relationships with a portfolio of Premier clients. Financial Needs Analysis: Understanding clients\' current and long-term financial goals through regular reviews. Product and Service Advice: Recommending suitable HSBC products and services to help clients achieve their financial objectives. Business Development: Identifying opportunities to grow client portfolios and generate new business. Proactive Client Contact: Engaging with clients to understand their needs and provide proactive advice. Referral to Specialists: Connecting clients with relevant specialists (Private Bank, Expat, HSBC International, Corporate) for specific needs and services.
EDUCATION
Chartered Insurance Institute
DIP CII, Insurance, Investmemts, Pensions, Estate Planning, Protection, Regulations and Ethics.
Higham lane School
GCSEs, Various
Mountain Training
Mountain Leader
Cranfield University
Master of Science - MSc, Retail and Digital Banking
LIBF
Cert RBCB, Retail banking conduct of business
The University of Manchester
ICA AML, Anti Money Laundering and financial crime
The Chartered Banker Institute
MCBI, Commercial and Investment Banking
King Edward VI College
A Levels , Law, History, Geography.
ABOUT PHILLIP RIXON
An experienced Chartered Banker with 22 years in financial services, having held senior leadership roles specifically in Wealth Management, Insurance, Retail banking and Commercial banking. Leading large teams or as a sole contributor across a variety of roles and business areas during my career, I have always found success and enjoyment in my impact and contribution, whatever the role title! A proven track record of achieving superb results and outcomes for my people, customers and stakeholders leading with credibility and purpose, keeping my vision and conditions of satisfaction at the forefront of my teams efforts- a clear strategy and totally engaged team has always and will always be my start point. Mentoring, coaching, recruiting, managing cost, reviewing controls and delivering cultural and transformational change are all tasks I enjoy and thrive in delivering. My fast paced yet precise and consultative style of leadership has allowed me to lead my teams to deliver results. Skills Summary; Specialist in Customer Relationship Management, Credit and Risk, Financial Crime and Compliance, AML compliance, Wealth Management, Business and Sales Development, EXPAT and International. Outside of work; I am married with two children, I love cricket, hill walking and am a keen fisherman, generally someone who loves the outdoors! Please connect with me here, or alternatively reach me at; Personal: P••••••••@gmail.com HSBC: P••••••••@HSBC.comPersonal: 07•••••••30HSBC:
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