Rajan Rattan

Head of Relationship Management @Julius Baer

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

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WORK HISTORY

Nov 2018 — Present

Head of Relationship Management @Julius Baer

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EDUCATION

1996 — 1999

The Manchester Metropolitan University

BA (Hons)

SKILLS

Private BankingStrategyBusiness DevelopmentWealth Management ServicesFinancial AdvisoryBankingInvestmentsFinancial ServicesPortfolio ManagementWealthWealth ManagementRetail BankingSales Management

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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Rajan Rattan — Head of Relationship Management at Julius Baer in London, GB | Unifers