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Certificate in Relationship Management: Meet the Authors and Reviewers

29 June, 2017Toby Brown

Welcome to the first instalment of the Certificate in Relationship Management blog series. This new monthly series will give an insight into the mind-set of a Relationship Manager. The certificate is designed to develop a comprehensive knowledge of the strategic context and organisational implications of relationship management within the financial services industry.

The following six authors are all experts in the sector and have a rich history in relationship management. The authors are also the technical reviewers for our Certificate in Relationship Management qualification. Learn more about the Certificate in Relationship Management and register your interest on the qualification page.

Kevin Pope

Kevin Pope (Lead Reviewer)

Managing Director, KJP Financial Training Ltd.

In 32 years with Barclays plc, Kevin fulfilled senior corporate relationship and leadership roles across the West of England and Wales.  

Kevin now runs his own business, focusing on professional education and development within the financial services industry as well as undertaking due diligence and remediation work within the sector.

Kevin is chief examiner for the London Institute of Banking & Finance Diploma in Business and Commercial Banking and Conduct (DipBB&C) qualification and also supports LIBF with the development of materials across a range of modules, including CertRM. He is also an examiner and assessor with the Association of Corporate Treasurers.

Karen Lines (Technical Reviewer)

Karen Lines

Senior Business Consultant, The London Institute of Banking & Finance

Karen joined The London Institute of Banking & finance in 2016 and is heavily involved in the development of the Certificate in Supply Chain Finance qualification.  Prior to joining the organisation, Karen had a successful career in banking spanning 21 years holding Senior Management roles in both London and New York.

Karen first joined Lloyds Bank in 1994 as a Retail Banking graduate trainee and was managing her first branch within 4 years of joining the company.  After 12 years, Karen went on to work for RBS and then  Standard Chartered Bank working predominantly in Corporate roles and her specialism for the majority of this time was in Transaction Banking covering Trade Finance, Supply Chain Finance and International Cash Management.


Nigel Rees (Chief Examiner)

Nigel ReesNational Leader of Governance, National College for Teaching & Leadership

Nigel has 40 years of Banking experience with HSBC, 30 of which have been in Banking Relationship Management.  He also has 30 years’ experience in teaching, authoring, and examining Banking Law, Lending and Relationship Management for LIBF and its predecessors, and has been a Chair of Governors for a large secondary school for 20 years. 

Nigel has seen first-hand the benefits and success that strong and effective relationship management can bring to a business relationship through his work with HSBC as a Senior Relationship Manager managing high risk and problem exposure relationships from 2005 onwards across Southern England and South Wales.  He is very keen that today’s new bankers have the opportunity to learn and experience these very important skills to create sustainable relationships.

Since retiring from HSBC in 2014, in addition to LIBF responsibilities, Nigel was designated as a National Leader of Governance by the National College for Teaching and Leadership, an agency of the Department for Education.  This role provides training and support for Governors, and Chairs of Governors in Secondary and Primary Schools, and fits well with his role as Chair of a large Multi Academy Trust (Secondary and Primary) in the South West.     



Amit Gupta

Amit Gupta (Contributing Author)

Associate Director, Corporate & Structured Finance, CYBG Plc

Amit already possesses over 12 years of commercial experience within the financial services industry and has built strong relationships with both existing and prospective management teams and professional advisory teams in dealing with complex Corporate Finance transactions.

Amit is a qualified Chartered Banker and his specialism in the CertRM qualification covers micro and macro environments and how this affects relationship management in banking and finance.

 

Stuart Rollason (Contributing Author)Stuart Rollason

Wealth Manager & Private Banker, Coutts.

Based in London, Stuart has a wealth of international banking and relationship management experience. During his time at Coutts, Stuart was responsible for building long lasting and effective relationships with a variety of international clients, most recently those from Asia and Africa.

Stuart has a track record of leading and developing high performing teams and during the qualification will be focusing on Relationship Management Principles and becoming a Trusted Financial Professional.

 

MBackhouseMike Backhouse (Consulting Author)

Relationship Director, The London Institute of Banking & Finance

Mike has specialised in relationship management throughout his professional career. He has held senior positions at Standard Chartered Bank before joining The London Institute of Banking & Finance as Relationship Director.

Mike has focused on Trade Finance qualifications during his time at The London Institute of Banking & Finance and lends his 30+ years of expertise to the formulation of the Certificate in Relationship Management.

Learn more about the Certificate in Relationship Management and register your interest on the qualification page.