Robert Clark

Experience

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  Barclays Bank

  Oct 1986 - Oct 2005

  Responsible for leading and implementing a dynamic change in sales culture across 16 Retail branches (140 staff), whilst maintaining an existing outstanding customer service record and delivering against agreed sales objectives Created a team of Private Banking & Investment Managers (based in Cyprus & Abu Dhabi), that travelled throughout the Middle East. Whilst new business generation was the main goal, we also visited exisitng clients on behalf of Barclays Offshore offices in London, Jersey & the Isle of Man Developed a client bank of approx 300 exaptriates, spread across the globe. Was responsible for ensuring their banking & investment needs were met Regional Training ManagerLending OfficerMortgage AdvisorSmall Business AdvisorAssistant Operations ManagerCashier

  • Area Director

    Oct 2004 - Oct 2005

  • Head of Private Banking

    Sept 1999 - Oct 2004

  • Relationship Manager (International Premier Banking)

    Apr 1996 - Sept 1999

  • Various positions within Retail Banking

    Oct 1986 - Apr 1996
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  Merchant Investors (became Sanlam Investments & Pensions)

  Jun 2006 - Mar 2010

  Regional Sales Manager

  Broker Consultant role in the South of England, promoting pension & investment services to Financial Advisers / IFAs, as part of a national team of 12.

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  R C Brown Investment Management PLC

  Apr 2010 - now

  Sales & Marketing Director

  My purpose is to make the world of investing more straightforward, whether that is for a tied Investment Team looking for independence, a Financial Adviser wishing to free up more time or a Charity in need of guidance.Key skills:- Business Development- Marketing (brand ownership, website development, digital footprint, corporate literature)- Investment portfolio outsourcing (DFM - discretionary fund management / DIM discretionary investment management)- NetworkingWe offer bespoke / tailored portfolio management from £15,000 to Private Clients and Charities. We also have 20 years experience in managing investments where ethical and socially responsible investment concerns are key.We also offer a home to Investment Managers looking to break away from big corporate, and set up their own firm.Phone: 0117 989 7841Email: robert.clark@rcbim.co.uk Show less

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  RobertClark360

  Nov 2020 - now

  Business Coach & Mentor

  I assist entrepreneurs and SMEs with wearing the multitude of job role hats a little more comfortably.Email rc@robertclark360.co.uk