David Mcsi Email
Sponsorship Sub Committee @ IoD Jersey
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David Mcsi Location
- Saint Helier, JE
David Mcsi Work
- Sponsorship Sub Committee @ (July 2024 - Present)
- Business Development | Investment Consultant @ (June 2024 - Present)
- Financial Planning Consultant @ (November 2023 - June 2024)
- High Net Worth Premier Wealth Manager @ (September 2021 - November 2023)
- Financial Planning Consultant @ (April 2020 - September 2021)
- Private Banker @ (May 2016 - April 2020)
- International Wealth Manager @ (May 2014 - May 2016)
- Home Economist and Food Stylist for film and TV @ Outlander LLP (November 2013 - May 2014)
- Manager @ Wee Guys Deli (September 2013 - March 2014)
- Client Relationship Manager @ (November 2006 - September 2013)
- Home Finance Adviser @ (September 2005 - November 2006)
- Customer Manager @ (April 2004 - September 2005)
- Sales Adviser @ (January 2002 - April 2004)
- Records and Resources Manager @ Jadson Healthcare (March 2000 - January 2002)
- Manager @ Italmania (July 1998 - March 2000)
David Mcsi Education
- The Chartered Institute for Securities & Investment (The CISI)
PCIAM
2017-2018 - Chartered Insurance Institute
Diploma in Regulated Financial Planning
2011-2012 - kelvinside academy 1990-1996
David Mcsi Skills
- Bancassurance
- Banking
- Business Development
- Cash Flow
- Credit
- Cross-Border Wealth Planning
- FX trading
- Finance
- Financial Advisory
- Financial Markets
- Financial Planning
- Financial Planning for Legal Professionals
- Financial Risk
- Financial Services
- Food Styling
- High Net Worth Individuals
- Income Protection
- Inheritance Tax Planning
- Insurance
- Investment Advisory
- Investments
- Loans
- Manage Client Relationships
- Mortgage Lending
- Pensions
- Portfolio Management
- Private Banking
- Relationship Management
- Retail Banking
- Retirement Planning
- Risk Management
- Savings
- Strategic Financial Planning
- Wealth
- Wealth Management
- Wealth Management Services
- dual currency investments
- international financial advice
- trust and fiduciary services
David Mcsi Summary
- David Mcsi, based in Saint Helier, JE, is currently a Sponsorship Sub Committee at IoD Jersey. David Mcsi brings experience from previous roles at Concentric Group, Quilter Cheviot, HSBC and Wesleyan. David Mcsi holds a 2017 - 2018 PCIAM @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Bancassurance, Banking, Business Development, Cash Flow, Credit and more.
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