
James G.
Promotional Manager

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About me
Director, ETF & Indexing Sales at HSBC Global Asset Management
Education

University of Leeds
2013 - 2017Bachelor of Science (B.Sc.) - Grade 2:1 (Hons) Business/Managerial Economics•Relevant Modules: Applied Economics, Econometrics Dissertation, Maths & Statistics •Member, MCA (Management Consultancy Association)•2 years employment at No Curfew Events Ltd, a Leeds start-up business•Co-founded own start-up business: Milkman Delivers Ltd

Nottingham High School
2006 - 2013Economics (A*), History (A*) and Biology (B) - A level•Duke of Edinburgh Award - Gold•Combined Cadet Force (CCF) - Advanced Army Proficiency Certificate•Senior School Prefect•Economics Society •Young Enterprise (CFO)•1st XV School Rugby and Cricket, overseas Rugby tours to Ireland & Australia•Nottinghamshire County Rugby
Experience

NoCurfew Events Ltd
Sept 2013 - Jun 2015Promotional Manager•Joined an existing start-up business, quickly assuming a leadership role, while at University•Managed a team of 40 part-time employees and created an organised reporting system •Managed financial accounts, developed cost forecasts and profit projections•Led promotional activities to expand customer base (900 customers per weekly event)

Milkman Delivers Events Ltd
May 2014 - Jun 2016Co-Founder, own start-up business•Co-founded the business in summer 2013 while at University•Raised capital, established an initial customer base, managed business plan & cash-flow•Progressed from an initial low cost high frequency business model to a higher cost, lower frequency model with higher profit margins, enabling the business to invest, brand and scale• Drove GTM, promotions, including managing a team of 30 part-time employees

IBM
Jul 2015 - Jun 2016Strategy & Analytics Consultant, IBM Global Business ServicesDeveloped and presented employee and revenue forecasting models based on analysis of data and market variablesCompiled weekly reports on new customer acquisitions, revenue achievements and major accounts progress for senior EMEA/US managementWorked in a consortium of 7 firms on client site for 6 months, including Google, Microsoft, Amazon & Barclays Extensive bid and delivery work with clients in multiple sectors – Novartis, Santander, HSBC, Barclays, MondelēzMentored a Student at the University of Greenwich alongside work, meeting regularly to provide guidance and advice. Received Mentoring certificate of Achievement Show less

Citi
Aug 2017 - Feb 2022Responsible for the product management, development and revenue delivery of Fixed Income, Equity and ETF products for Citi UK Wealth Management & International Personal Bank EMEA Experience: Digital Banking, Sales Management, Client Franchise Management & Investment Products.Achievements:Drove multiple strategic campaigns successfully resulting in +9% increase in HNW client portfolio quality Streamlined sales reports, re-engineered multiple processes driving sales productivity & revenue Delivered end to end digital offshore proposition; website & content design, lead generation, acquisition funnel optimisation
Head of Fixed Income, ETF and Equity Product
Mar 2019 - Feb 2022Management Associate
Aug 2017 - Mar 2019

HSBC
Feb 2022 - nowDirector, ETF and Indexing Saleshttps://www.etfstream.com/news/hsbc-am-expands-etf-sales-team-with-citi-hire/
Licenses & Certifications
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Level 4 Investment Advice Diploma (Securities) - First time passes
The Chartered Institute for Securities & Investment (CISI)Oct 2019
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