Francis Trollope

Experience

• 

  Kooper Group

  Sept 2003 - Mar 2004

  Intern
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  German Marshall Fund of the United States

  Apr 2004 - Aug 2004

  Program Assistant
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  Fidelity International

  Dec 2005 - Dec 2014

  In this capacity, I delivered guidance to clients on their investment portfolio across all major asset classes including multi asset solutions and products. Related Skills: Client Relationship Management, Portfolio Enhancement, Communication and Collaboration, Investment Management, Clients Acquisition and Retention, Revenue Elevation, Product Planning In this capacity, I established a portfolio of clients delivering bespoke investment solutions covering cash, equities, fixed income, property, commodities, and multi-asset solutions. Related Skills: Portfolio Development, Investment Solutions, Cash Covering, Fixed Income and REITs, Targets Accomplishment, Revenue Generation, Relationship Development

  • Client Relationship Manager I Business Development, Wealth Management

    Aug 2013 - Dec 2014

  • Client Relationship Manager, Wealth Management

    Nov 2010 - Jul 2013

  • Sales Executive, Retail Sales

    Dec 2005 - Oct 2010
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  St. James’s Place Wealth Management

  Aug 2015 - Dec 2020

  Associate Partner

  In this role, as a Client Relationship Manager, I specialized in investment and tax planning of individuals, families and business owners in the UK. Including marketing, account management and business development. Related Skills: Business Development, Client Relationship Management, Profile Building, Issues, Identification and Solution, Pricing Strategies, Account Management, Key Alliance Building, Wealth Management, Investment Management, SMB☛Delivered face-to-face wealth management facility to individuals and business owners on request to nurture a partnership with St James’s Place PLC. Show less

• 

  FLM Wealth Management

  Jan 2018 - Dec 2020

  Adviser

  In this capacity, I specialised in investment and tax planning of individuals, families and business owners in the UK. Related Skills: Financial Planning, Portfolio Management, Tax Planning, Profit Generation, Financial Wellbeing, Assets Handling, Revenue Optimization, Wealth Management, Risk Analysis, Client Relationship Management, New Business Sales

• 

  Invest Hong Kong

  Feb 2022 - now

  Senior Manager, Fintech

  InvestHK is the Hong Kong SAR Government Department responsible for attracting and retaining Foreign Direct Investment.