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Lecture

Wealth management - Cinderella or Fairy Godmother?

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Speaker(s):
Simon Joyce, Client Director, Handelsbanken Wealth Management

Simon Joyce will discuss wealth management as a career today.

He will be talking about the personal specifications necessary to progress in this profession in today's climate drawing upon his extensive experience of corporate finance and investment banking.

He will be focusing on three core points:

  • How to become a go-to financial planner with at least one (preferably two) areas of specialism
  • How to display a high level of emotional intelligence
  • Understanding how to deliver a personally tailored, bespoke service to your clients whilst managing yours and your clients' expectations realistically.

Speaker(s):
Simon Joyce, Client Director, Handelsbanken Wealth Management

Prior to joining Handelsbanken in 1999, Simon managed the Northern offices of what has now become part of Barclays Wealth.

Simon is responsible for senior client relationships with emphasis on the investment aspects of retirement planning.

As a trustee of a pension scheme with 3000 members, he is responsible for 150 families' finances and investments and is dual-qualified in both financial planning and investment management.

He graduated in economics and is an associate of the UK Society of Investment Professionals.

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The London Institute of Banking & Finance event - Wealth management - Cinderella or Fairy Godmother?


Dear ,

saw this event and thought you may be interested...
Event title: Wealth management - Cinderella or Fairy Godmother?
Start date: Thursday 26 September 2019
Location: London
Pricing: Free for The London Institute of Banking & Finance Higher Education students and members.
£7.50 for The London Institute of Banking & Finance Financial Regulatory students and alumni.
£15.00 for others.
Speaker(s): Simon Joyce, Client Director, Handelsbanken Wealth Management
Event website: http://www.libf.ac.uk/
Please correct the above error(s)


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