London, England, United Kingdom
Experienced Client Executive professional, Relationship Management with a successful track record of sector leadership, growth strategy execution, people management and business development in a financial services setting. Skilled in fostering interactive and interpersonal relationships, turning around challenging situations, winning and building profitable clients, product cross sell proficiency and in the written word. Strong academic background in psychology and business with a number of associated qualifications and certifications. A believer in lifelong and broad based learning. Committed to influencing, supporting, mentoring and enabling others through the application of coaching and counselling expertise within business, charity and public sectors. A history of leading and participating in extensive volunteering assignments and non profit partnerships, in addition to spearheading diversity, equity and inclusion projects, with a particular passion in mental health and philanthropic community initiatives. Curious, and energetic with strong family values and a good corporate citizen ethos, embracing travel and adventure and an interest in cultural history, art and classical novels. Driven by extreme physical fitness challenges with a propensity for short story and poetic creative expression. Inclination to caring and bringing out the best in others.Try and adopt fun, wit and positivity to all that I do applying my broad interests and abilities both inside and outside of a professional capacity to better myself and inspire those around me.
I am responsible for driving Northern Trust's asset owner Insurance business in the UK, incorporating client executive and lead relationship responsibilities for a book of over 40 clients and working with with sales product and marketing to identify and pursue new business opportunities in the insurance sector. I also managed a team of relationship managers supporting multiple EMEA asset owner clients. Promoted to Senior Vice President in March 2021. Given exclusive responsibility to lead Insurance sector growth ( as one of the banks key go forward growth area targets) in February 2022 including expansion into other European markets, strategic product enhancement and third party collaboration. Expanding remit in 2026 to cover flagship client multinational sector responsibility due to Insurance and multinationals synergies in addition to help drive forward a transformational Insurance accounting connected project that will change the way the company positions itself within the sector re growth pursuits and credentials.
Took a career break to travel coast to coast throughout Canada by Greyhound bus before relocating back to the UK.
Auditing client portfolio management reports on a monthly basis
Daily valuation of sixteen Australian and International equity funds
Took the opportunity of a relocation assignment to Northern Trust Toronto to help train influence and inspire a team of account managers. Also responsible for servicing my own book of predominantly Pension Fund clients in the North American region.
Account Manager focusing on fund manager Clients at the outset of the growth of Northern Trusts Global Funds Services business.
Senior Relationship Manager for large global multinational and Insurance clients. Responsible for cross sell, risk management , strategic reviews and ultimate client service satisfaction as it relates to these clients. Also lead business development projects with respect to expanding Northern Trusts Insurance client base in the UK and Ireland.
Striking NAV's on a daily basis for a suite of emerging markets funds
Responsible for day to day servicing of Top Tier Nordic clients, including secondments in clients offices in Stockholm on a client consultant basis to trouble shoot and project manage issues.