Steve Jones
Weath Manager @HSBC
Bristol, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2021 — Present
Weath Manager @HSBC
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Bristol, GB
EDUCATION
2010 — 2012
CII
Diploma in Financial Advice
2000 — 2001
The University of Manchester
DipFSM
1997 — 1999
Truro College, Cornwall
A levels
SKILLS
Credit RiskStrategic Financial PlanningHigh Net Worth IndividualsFinanceInvestment AdvisoryCredit CardsWealthHolistic Financial PlanningRetirement PlanningIncome ProtectionRetail BankingPersonal Financial PlanningEquitiesPensionsCreditInvestmentsInsuranceBusiness Relationship ManagementWealth ManagementFinancial PlanningMortgage LendingTeam LeadershipPrivate BankingRelationship ManagementUnderwritingCross SellingFinancial AdvisoryFinancial ServicesBankingSavingsResidential MortgagesPortfolio ManagementLoansFinancial MarketsInvestment BankingWealth Management Services
ABOUT STEVE JONES
Working in Financial Services since leaving school. Looking to recruit new clients into…
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