LinkedInRobert O'Connor DipPFS

Robert O'Connor DipPFS

Senior Financial Consultant at Edgewater Associates Limited

Location
Isle of Man
Industry
Financial Services
Previous
  1. Blackford Financial Services Ltd,
  2. Kleinwort Benson International, Kleinwort Benson,
  3. ActiveFinance4U.com
Education
  1. Isle of Man College
Recommendations14 people have recommended Robert
Websites
500+connections

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Isle of Man College

Isle of Man College

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Background

Summary

- A highly motivated, ambitious and extremely professional individual with an entrepreneurial flair.
- Excellent interpersonal skills with a proven record of achievement in Business Development; Marketing; Sales Management; Financial Services; Private Banking; Wealth Management and Relationship Management at a Senior Level.
- I am Level 4 Diploma Qualified in respect to RDR.
- Although I have worked within the Banking/Finance Sector for the majority of my working life, I am very much an entrepreneurial spirit being typically 85% free thinking and 15% analytical. With this in mind, I am very much an ideas man who enjoys seeing his ideas through to fruition.
- I have previously owned and been the Principal of my own Independent Finance Brokerage business.
- I am very well connected on a B2B and B2C basis both within the IOM and from a global perspective.
- I am an excellent networker, being regularly invited to many high profiled events both locally and further afield.
- I have many years experience of presenting at Board Level.
- Finally, in addition to being resilient; a go-getter and always trying to think outside of the box, one of my biggest attributes that I bring to a role is my positive energy.

Specialties: Business Development; Marketing; Sales Management; Financial Services; Pension Planning; Private Banking; Wealth Management; Relationship Management; Regulated Sales; Offshore Tax and Corporate Trust Structures; Financing and Credit Solutions; eGaming.

Experience

Senior Financial Consultant

Edgewater Associates Limited
– Present (8 months)Douglas, Isle of Man

At Edgewater Associates, we believe that independent advice is the key to your financial well-being.

Offering both corporate and personal advice, in our specialist areas of wealth management, retirement planning, protection, mortgages and general insurance, Edgewater Associates has the expertise and knowledge to help it's clients meet their goals, both now and in the future.

At Edgewater's we combine superior service with extensive local knowledge and have access to the best products in the market. This helps us to tailor our recommendations to meet your needs and aspirations.

Senior Independent Financial Consultant

Blackford Financial Services Ltd
(1 year 3 months)Douglas, Isle of Man

As a Regulated Advisor I was authorised to provide Independent Financial Advice in respect to Investment, Pension, Mortgage and Protection needs to the existing clients of Blackford & Company Insurance Brokers Ltd and the general public of the Isle of Man.

Senior Client Relationship / Business Development Manager

Kleinwort Benson International, Kleinwort Benson
(1 year 3 months)Isle of Man, United Kingdom

As a Senior CRM / BDM, I managed a portfolio of HNW/UHNW Private Clients and Offshore Corporate Structures as well as using personal contacts and skill set to leverage new business opportunities. This included providing both Operational and Player-Protection/e-Wallet Banking solutions to the IOM e-Gaming sector. I was also central in raising the profile of brand ‘KB’ on the island and further afield, having written a number of company editorials/designed a number of advertising flyers and generally been the public face of KB during this time.

Owner/Principal

ActiveFinance4U.com
(10 months)Isle of Man

Online Independent Finance Brokerage business offering both Finance and Credit Solutions to UK residents.

Manager, Private Banking

Lloyds Banking Group
(2 years 5 months)

International Wealth Manager advising UHNW Clientele as well as Offshore Corporate and Trust structures.

Financial Services Manager / International Financial Manager

Lloyds Banking Group
(9 years 10 months)

Qualified Independent Financial Advisor, working in both the Retail and Expatriates Markets within a regulated capacity and in numerous international jurisdictions as Country/Regional Manager.

Skills

  • Compliant Regulated...
  • Excellent Communication...
  • Managing Client...
  • Delivering a Quality...
  • Self Motivation (Self...
  • Driven (Resilient)
  • Go Get Mentality
  • Sales Management
  • New Business Development
  • Global Business...
  • Business Relationship...
  • Wealth Management
  • Private Wealth...
  • Interviewing
  • Leading People
  • Leading Sales
  • Team Leadership
  • Change Management
  • Business Change...
  • Organizational Change
  • International Sales
  • Team Management
  • Banking
  • Wealth
  • Financial Planning
  • Mortgage
  • Start-ups
  • Investment Advisory
  • Marketing Strategy
  • Direct Sales
  • Small Business
  • International Business
  • Entrepreneur
  • Due Diligence
  • Mentoring
  • Product Development
  • Valuation
  • Insurance
  • Strategic Financial...
  • Financial Services
  • Relationship Management
  • Financial Advisory
  • Retirement Planning
  • Private Banking
  • Loans
  • Investment Strategies
  • Business Development
  • Protection
  • Investment Banking
  • Mutual Funds
  • See 35+  See less

Certifications

Diploma in Financial Services (Level 4 Diploma)

Chartered Insurance Institute

Education

Isle of Man College

Jersey Business School

University of London

Banking & Economics

Completed ACIB Banking Certificate and Foundation/Pre-Associateship Scheme.

Southend High Grammar School for Boys

GCSE: Geology.
A-Level’s: Geography; Geology; Chemistry.

St Thomas More High School for Boys

GCSE’s: English (Language and Oral); Maths; Geography; Geology; Physics; Chemistry; European Studies; Computer Studies.

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