Business Account Manager@ ZURICH INTERMEDIARY GROUP LIMITED
Glasgow, Glasgow City, United Kingdom
Lachlan Mclachlan
GET FULL PROFILE 
Real-Time AI Research
FlashIntel GPT
Tell me more about Lachlan Mclachlan?
FlashIntel GPTLachlan Mclachlan is a highly experienced Business Account Manager with 34.8 years of work experience. Based in Glasgow City, United Kingdom, he possesses a wide range of skills including pensions, financial services, wealth management, investments, and account management. Currently, he works at ZURICH INTERMEDIARY GROUP LIMITED, where he focuses on sales and business development. Throughout his career, Lachlan has held various positions in account management, business development, and platform consulting. He is known for his expertise in building relationships and building strong relationships with high net worth individuals.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Business Account Manager at ZURICH INTERMEDIARY GROUP LIMITED
Work Experience
Business Account Manager
Financial Services
Lachlan Mclachlan's Professional Milestones
- Account Manager (1989-01-01~2006-01-01): Achieved record-breaking sales targets, driving revenue growth and expanding client base.
- Business Account Manager (2015-01-01~): Successfully increased revenue through strategic account management and targeted client referrals.
Skill
Pensions
Financial Services
Wealth Management
Investments
Account Management
Relationship Management
New Business Development
Change Management
Business Strategy
Business Planning
Business Development
Call Centers
Business Transformation
Income Protection
Portfolio Management
Inheritance Tax Planning
Financial Advisory
Retirement Planning
Critical Illness
Risk Management
Strategy
Wealth
Investment Strategies
Management
Insurance
Stakeholder Management
Business Analysis
Proposition Development
Investment Advisory
Protection
Asset Allocation
Wealth Management Services
Business Relationship Management
Investment Management
Mutual Funds
High Net Worth Individuals
Savings
Personal Finance
Bonds
Sipp
Estate Planning
Banking
Fixed Annuities
Crm
Project Delivery
Building Relationships
Equities
Alternative Investments
Life Insurance
Financial Planners
Certification
Colleagues
Other Named Lachlan Mclachlan
Frequently asked questions
We found 1 Lachlan Mclachlan's email addresses
Lachlan Mclachlan's social media include: Linkedin,
Lachlan Mclachlan works for ZURICH INTERMEDIARY GROUP LIMITED
Lachlan Mclachlan's role in ZURICH INTERMEDIARY GROUP LIMITED is Business Account Manager
Lachlan Mclachlan works in the industry of Financial Services
Lachlan Mclachlan's colleagues are Arnau Vila Llavina,Andrew Winbow,PETER JACKSON DipPFS
Lachlan Mclachlan's latest job experience is Business Account Manager at ZURICH INTERMEDIARY GROUP LIMITED
