
Morgan Linfield
Water Sports Customer Experience Team

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About me
Group Inclusion Manager at HSBC
Education

The Chartered Banker Institute
2023 - 2025Advanced Diploma Banking and Leadership in a Digital Age
Newcastle University
2019 - 2022Bachelor of Science - BS Physics First
Experience

Manley Mere Sail Sports
Jun 2017 - Sept 2020Water Sports Customer Experience Team
O'Neill
Oct 2018 - Feb 2021Sales Assistant
Newcastle University
Nov 2019 - Jul 2022Student Ambassador
HSBC
May 2021 - Aug 2021Wealth Management and Insurance Summer InternEight week summer internship working in wealth propositions within wealth and personal banking. I worked on numerous different projects while in role from volunteering to reviewing wealth advisor processes.

HSBC
Jul 2022 - nowCustomer experience manager within supported banking journeys Experienced the following three areas within the retail bank:Aug 22 - Feb 23 : Financial Inclusion and Vulnerability Feb 23 - Aug 23 : Cyber, Information, Technology, risk office Aug 23 - Dec 23 : Electric Vehicle Finance Propositions
Inclusion Delivery Manager
Jan 2025 - nowCustomer Experience Manager
Jan 2024 - Jan 2025Wealth and Personal Banking Graduate
Jul 2022 - Feb 2024
Licenses & Certifications
- View certificate

Peer Mentor
Newcastle UniversityJul 2021 - View certificate

Newcastle University Students’ Union ncl+ Advanced Award in Leadership (Educational Leadership Centre)
Newcastle UniversityJul 2022 - View certificate

Associate Chartered Banker Diploma
The Chartered Banker InstituteApr 2025 .webp)
Level 1 Award in Understanding Enterprise
Institute of Enterprise and Entrepreneurs (IOEE)May 2022- View certificate

Newcastle University ncl+ Advanced Award in Business Basics
Newcastle UniversityJul 2021 - View certificate

Newcastle University ncl+ award
Newcastle UniversityJun 2021 - View certificate

Certificate in Professionalism and Ethics
The Chartered Banker InstituteApr 2024 - View certificate

Certificate in Personal and Private Banking
The Chartered Banker InstituteApr 2025
Volunteer Experience
Treasurer
Issued by Newcastle Univerity Physics Society on Sept 2020
Associated with Morgan LinfieldPresident
Issued by Newcastle University Physics society on Aug 2021
Associated with Morgan Linfield
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