i help clients with some of the most important decisions they ll ever make regarding their financial future @ Investec
Bournemouth, England, United Kingdom
Robert Jones
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FlashIntel GPTRobert Jones is an experienced Investment Director with over 35 years of work experience in the Wealth industry. He is skilled in Portfolio & Wealth Management, focusing on the needs of High Net Worth Individuals, Families, Charities, Trusts, and Private Companies. Robert is a Chartered Wealth Manager with the Chartered Investment & Securities Institute. He is dedicated to ensuring financial decisions are made carefully given by his clients' actions. Throughout his career, he has worked at Investec in London, where he has held various positions in finance and general management.
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Experienced Investment Director with a demonstrated history of working in the Wealth industry. Skilled in Portfolio & Wealth Management aimed at the needs of High Net Worth Individuals, Families, Charities, Trusts and Private Companies. Strong finance professional and a Chartered Wealth Manager with the Chartered Investment & Securities Institute. Financial decisions have a massive impact on a client's ability to enjoy their future and the happiness of generations to come. Working in conjunction with other professional advisors I look to ensure financial decisions are made carefully given the effect those actions have on themselves and those they have responsibility for.
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i help clients with some of the most important decisions they ll ever make regarding their financial future
Senior Investment Director
Financial Services
Robert Jones's Professional Milestones
- Senior Investment Director (2014-11-01~): Building a robust portfolio of investment assets, driving financial success and maximizing shareholder value.
- i help clients with some of the most important decisions they ll ever make regarding their financial future : Delivered accurate and timely analysis of client concerns, contributing to improved customer satisfaction and retention.
Certification
Colleagues
Greg Parker
Owner
Darian G.
digital product owner at investec
Mark Wallace
data platform owner solutions architect at investec
Nicholas van der Merwe
Application Owner
Delia Matei
product owner microsoft dynamics 365
Other Named Robert Jones
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Robert Jones works for Investec
Robert Jones's role in Investec is i help clients with some of the most important decisions they ll ever make regarding their financial future
Robert Jones works in the industry of Financial Services
Robert Jones's colleagues are Greg Parker,Darian G.,Mark Wallace
Robert Jones's latest job experience is i help clients with some of the most important decisions they ll ever make regarding their financial future at Investec
