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<pre>Array ( [var] => cut_url ) </pre> Resume for John R. for Manager / Supervisor / Team Leader / Financial Services in San Gwann, Malta. Search More Resumes for Manager / Supervisor / Team Leader on Resumark.com #7N878ZYRM
 

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Resume for John R. for Manager / Supervisor / Team Leader / Financial Services in San Gwann, Malta




Occupation: Manager / Supervisor / Team Leader Industry: Financial Services
Country: Malta City: San Gwann
State: San Gwann ZIP: SGN1071



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John Mark R.

Sunshine House

Triq Salvu Busuttil

San Gwann

Malta SGN

Owner Occupier

    
 
 

An experienced manager with taxation, trusts, life insurance and sales experience.   
 

Key Skills  
  • Account management
  • Business Development
  • Client service
  • Management/Leadership
  • Fund management
  • International Dimension
  • Computer programming skills
  • Sales and Sales Management
  • Training
  • Presentations, Marketing
  •  
     
     

    August to date 

    GlobalCapital – Head of Financial Planning/Head of Sales. 

    After leaving The Hartford to start a new career in Malta with my family, I was appointed by GlobalCapital as Head of Private Clients. Within weeks my responsibility had quadrupled to encompass the whole of the Investment Division, with a €,, asset responsibility.  months on I became responsible for the entire life company sales force in addition.  Reporting line people. 

    Reason for leaving, year contract came to an end.  

  • Responsible for the management and leadership of the Investment Financial Planning team, of up to licensed investment advisers and Private Client Managers. life insurance sales staff, support staff, and Sales training manager.
  • Since taking on responsibility for life insurance, sales increased by % and production per person up by %.
  • Holding a full license to provide financial advice from Malta Financial Services Authority, in life, investments and savings, passing all internal conversion tests. MFSA modeled on FSA.
  •  

    January to August  

    The Hartford Major US and international investment and insurance group. – Advanced Solutions Consultant. 

  • Advanced solutions specialist bringing new product to IFA market. Working with Six Sales Consultants to develop their territory to deliver key target objectives.  Specialist role for Pensions and Investments, trusts and tax vehicles.
  • Territory All of Midlands, North London and Thames Valley and East Anglia.
  • On target performance, regarded as the top member of the team.
  • Personally presented to the chairman of the Hartford Group Fortune company.
  •  
     

    March to December  

    Lifetime Group, Marketing and Business Development Manager

    Key accountability –
  • Responsible for the direction of sales focus to achieve business plan of many billions.  Held a senior start up role.
  • Promoting and preparing the Wrap portfolio for launch with IT and operations staff. 
  • Presentations across the country at board and director level to National and Regional advice distributor firms. 
  •  

    From to  

    Millfield Partnership Ltd, leading financial advice firm. Sales Project Development Manager. 

    Key accountability –
  • Developing the distribution strategy for the company locally and nationally.
  • Point of technical reference for interpretation of compliance and tax and product issues into client friendly presentation material.
  • Direct contact with Advisers to provide training, reassurance and gain feedback on the progress of acquisitions.
  • Confidentially and swiftly preparing reports for the Board.
  • Personally building and maintaining database systems used in head office and nationally controlling people and coordinating training and competence, debts and sales statistics.
  • Designed, programmed and delivered a Suitability Letter writing system, used by over advisers saving time, costs, risk and increasing turnover by over £m per year.
  •  
     

    Various positions and locations within NatWest Bank.  Became an Independent Financial Adviser in .

    Last position held – National Development Manager for Independent Financial Services, RBS. 

    Excellent technical knowledge and training and competence skills needed in a largely autonomous role demanding accuracy, attention to detail, strategic planning and regulatory knowledge.

    Key accountability
  • National Responsibility for Business Development and growth.  Turnover increased from £M to £M for National team of .
  • Moved from loss making to profit in months.
  • Recruited advisers nationally.
  • Establishing and producing quarterly training events for sales staff.
  • Regarded as the prime contact for expatriate and UK taxation queries, helping set up the NatWest expatriate service.
  •  
     

    From roles to Senior Manager level with the Nat West Financial and Investment Services Taxation Department, in Branches at Birmingham, Chelmsford, Worthing, Manchester and Nottingham.  Taxation, trust and Pensions experience, with GCT, IHT and company taxation.  Dealing with high worth and expatriate clients.  Exclusively dealt with expatriate clients for years

    This led to management responsibility for staff and client files and the business process. 

    Date of Birth   th March  
     

    QUALIFICATIONS:

          To  A Level

                Institute of Bankers Taxation Diploma,

          Institute of Taxation ATII Intermediate

                      Full Financial Planning Certificate all parts

    Advanced Financial Planning Certificate Supervision and Sales Management H

          Expert in Microsoft Office suite including programming in Visual Basic and MSAccess.

    Fully licensed to provide advice in investments and Insurance by Malta Financial Services Authority

    Basic French, basic Maltese. 
     
     

    INTERESTS:  Cricket, Skiing, DIY, Cars, Travel, Photography, Computers, Film, Media.

                      Member of British Resident Association

          Member of George Cross Island Association.

          Secretary of Malta Cricket Association.


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