Gareth Welshman
英国爱丁堡大学
Tell me more about Gareth Welshman?
Gareth Welshman is a highly experienced professional with 23.7 years of work experience in the financial services industry. Based in the United Kingdom, he specializes in relationship management, private banking, and wealth management services. With a strong background in retail banking and credit risk management, Gareth has worked for reputable institutions such as Societe Generale Private Banking and SG Kleinwort Hambros. He is skilled in providing financial advisory services and strategic financial planning to high net worth individuals. Gareth's expertise in financial planning and operational risk makes him a valuable asset in the field.
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Emails and Phone Numbers
About
Helping Private Clients with wealth management and financing.
Work Experience
Senior Private Banker
Financial Services
Gareth Welshman's Professional Milestones
- Branch Manager (2000-03-01~2007-06-01): Increasing branch revenue through targeted marketing strategies and effective customer relationship management.
- Relationship Manager (2007-06-01~2010-09-01): Building strong relationships and expanding client portfolio through effective relationship management and negotiation techniques.
Education
Biological Science
1994-1998Skill
Relationship Management
Private Banking
Wealth Management
Banking
Wealth Management Services
Financial Services
Retail Banking
Credit
Credit Risk
Management
Mortgage Lending
Investments
Finance
Loans
High Net Worth Individuals
Financial Advisory
Wealth
Operational Risk
Equities
Financial Planning
Strategic Financial Planning
Kyc
Investment Advisory
Certification
Colleagues
Mouhammed Choukeir
Chief Executive Officer
David Hartt
Chief Liquidity Officer at Kleinwort Hambros
Stephen Allaway
software development contractor and owner of alba digital
Jennie Hamilton
Executive Assistant To Chief Executive Officer
James Potter
chief information technology officer at sg kleinwort hambros
Other Named Gareth Welshman
Frequently asked questions
We found 4 Gareth Welshman's email addresses
We found 1 Gareth Welshman's phone numbers
Gareth Welshman works for SG Kleinwort Hambros
Gareth Welshman's role in SG Kleinwort Hambros is Senior Private Banker
Gareth Welshman works in the industry of Financial Services
Gareth Welshman's colleagues are Mouhammed Choukeir,David Hartt,Stephen Allaway
Gareth Welshman's latest job experience is Senior Private Banker at SG Kleinwort Hambros
Gareth Welshman's latest education in 英国爱丁堡大学