Rajan Rattan
Head of Relationship Management @Julius Baer
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WORK HISTORY
Head of Relationship Management @Julius Baer
EDUCATION
The Manchester Metropolitan University
BA (Hons)
SKILLS
ABOUT RAJAN RATTAN
Key Experience: Sales Management (of Private Bankers), Regulated Offshore & Onshore Investment Advice, Holistic Financial Planning, Wealth and Relationship Management, Tax and Estate Planning, Lending, Business Development, Large Audience Presentation and Coaching/Training sessions. Key Areas: Private Banking, International Wealth Management, Financial and Tax Planning for Non Domiciled Clients, Expatriates and UK Domiciled Clients, Investment/Relationship Management for HNW Clients, Credit and Sales Management in Regulated Environments.
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