samantha robertson

samantha robertson

manager - asset and wealth management advisory

Country

united kingdom

City

united kingdom

Industry

banking

Skill

banking, portfolio management, private banking, wealth management, financial services, relationship management, management, retail banking, investments, risk management, investment banking, financial advisory, financial markets, client services, strategic financial planning, asset management, fixed income, payments, loans, stakeholder management, business analysis, financial risk, fx options

Experience

pwc

manager - asset and wealth management advisory

pwc

2019-6 - Present · 7 yrs 4 mos
pwc

senior global account manager - bupa

pwc

2018-6 - 2019-6 · 1 yr 1 mo
lj group

associate director

lj group

2017-1 - 2018-5 · 1 yr 5 mos
mergermarket group

accounts director

mergermarket group

2016-10 - 2017-1 · 4 mos
charles russell speechlys llp

business development manager private wealth sector

charles russell speechlys llp

2016-4 - 2016-10 · 7 mos
duncan lawrie private banking

private banker

duncan lawrie private banking

2014-8 - 2016-2 · 1 yr 7 mos
barclays wealth and investment management

private banking

barclays wealth and investment management

2004-4 - 2014-8 · 10 yrs 5 mos

Education

university of south africa/universiteit van suid - afrika

university of south africa/universiteit van suid - afrika

samantha robertson's Contact Information

Email

******@***.com

Phone

(**) *** ****

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