Steven Grant

Director @Coutts

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

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WORK HISTORY

Jan 2023 — Present

Director @Coutts

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EDUCATION

2001 — 2015

The Chartered Institute for Securities & Investment (The CISI)

QCF Level 6, Financial Planning and Services

SKILLS

BankingPortfolio ManagementStrategic CommunicationsProject ManagementFinancial PlanningStakeholder ManagementInvestmentsPersonal Financial PlanningWealth ManagementFinancial AdvisoryPrivate BankingRelationship ManagementProduct ManagementCertified Financial PlannerRetail BankingFinancial ServicesProduct DevelopmentStrategic Financial Planning

ABOUT STEVEN GRANT

I have 25 years experience in the Financial Services industry spanning across Distribution, Product Management, Proposition Development and Strategic design disciplines. Within these roles I have gained a wealth of experience and knowledge of Pension, Investment Advice, Life, Estate Planning and At and In Retirement propositions as well as a working of knowledge of the General Insurance market (Car and Home). I have a passionate ‘can do’ attitude and a desire to drive problem solving and deliver excellent customer outcomes in everything I do. I am an ambassador of putting the customer at the heart of every idea, consideration and recommendation. I pride myself on building and nurturing lasting relationships with colleagues, business contacts and key stakeholders across multiple territories and cultures. Combining strong interpersonal, presentation and communications skills with comprehensive knowledge and understanding of customer strategies, initiatives and processes. I am a positive, motivational leader who thrives in challenging and highly pressured environments.

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Steven Grant — Director at Coutts in Edinburgh, GB | Unifers