Ryan A.

Experience

• 

  RBS Group, Santander Central Hispano

  May 2001 - Jan 2006

  • Managed and developed a portfolio of high net worth Expatriate clients in the South West of Mallorca based at Santander Central Hispano. • First contact for English clients within the branch, involving helping customers understand the Spanish banking system managing their local finances, arranging mortgages, investments, business acquisitions and long term financial planning. • Achieved a portfolio of over 1500 clients with over 2 million Euros invested and a pending book of three and half million Euros for residential and commercial lending. Show less

  • Expatriate Relationship Manager

    Jan 2004 - Jan 2006

  • Business Advisor

    Jan 2003 - Jan 2004

  • Business Analyst

    Jan 2003 - Aug 2003

  • Customer Advisor

    May 2001 - Feb 2003
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  Couttts & Co

  Jan 2006 - Oct 2012

  Private Banking Assistant / Wealth Management Assistant

  • Exceeded sales targets through new clients and funds acquisitions.• Provided unsurpassed client service through day to day banking.• Administered investment portfolios incorporating, discretionary management portfolio’s, 3rd party bonds and investments, hedge funds, private equity holding’s, VCT’s, and trading services.• Managed of the end-to-end process of complex currency lending assessments.• Prepared client investment suitability reports and the undertaking of profiling clients for investments Show less

• 

  Fidelity Worldwide Investment

  Dec 2012 - Oct 2013

  Transitions

  • Managed the take on process for institutional pension funds and new account implementation.• Managed the end-to-end transition of direct equities, pooled account structures and bonds.• Liaised with clients through the movement of assets to Fidelity. • Provided a streamlined service to segregated & Pooled DB and DC pension schemes, Corporate Clients and Sovereign Wealth Funds.

• 

  C. Hoare & Co.

  Oct 2013 - Apr 2019

  • Managed and developed a portfolio of Personal, Corporate and Trust customers, compromised of Entrepreneurs, Family Offices and the Media Industry. • Acquired ten new High Net Worth relationships to the portfolio between May 2018 and March 2019 drawing on my network of intermediaries and industry professionals.• Income generated derived from £5m of net new borrowing and £3m of pipeline.• Provided Regulated Mortgage Advice.• Managed daily credit and regulatory risk within the portfolio.• Delivered excellent customer service by meeting client’s needs.• Liaised with wealth managers, accountants and solicitors continuous developing my industry network.• Led a working group on the credit approval process to enhance and streamline the customer experience. Show less • Managed a high value portfolio of large family offices, high net worth individuals and ultra-high net worth individuals alongside a Senior Relationship and Team Manager.• Oversaw the distribution of workload and continuing development of four assistants within the team.• Prepared complex lending proposals covering redundant power stations, islands, foreign tax structures and regulated residential mortgages.• Managed day to day credit and regulatory risk across the portfolio alongside the Senior Manager.• Achievements included assessing a £26m lending proposition within the MMR regulations and providing a £3m loan facility to a new client within 10 working days from the initial meeting to drawdown. Show less

  • Relationship Manager

    May 2017 - Apr 2019

  • Senior Relationship Managers Assistant

    Oct 2013 - May 2017
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  Largemortgageloans.com

  Nov 2019 - Oct 2020

  Associate Director
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  MillionPlus.com Ltd

  Nov 2019 - Oct 2020

  Associate Director
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  Arc & Co.

  Oct 2020 - Jun 2022

  Private Client Consultant
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  Charities Aid Foundation

  May 2022 - Apr 2023

  Philanthropy Business Development Manager
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  Hampden & Co

  Apr 2023 - now

  Associate Director, Banking