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James Close-Smith Location
London, GB
James Close-Smith Work
Mentor @ (March 2019 - Present)
Private Banker @ (June 2011 - Present)
Relationship Manager @ (July 2007 - November 2010)
Investment Advisor @ (May 2005 - July 2007)
Risk Management @ (January 2004 - January 2005)
James Close-Smith Education
Wealth Management Institute (Singapore)
(Banking)
2008-2008
The Chartered Institute for Securities and Investment 2005-2007
(Management)
2005-2005
University of Exeter
(Economics, Politics)
2001-2004
Wellington College 1995-2000
James Close-Smith Skills
Wealth Management
Portfolio Management
Investment Banking
Derivatives
Investments
Risk Management
Asset Management
Fixed Income
Equities
Hedge Funds
James Close-Smith Summary
James Close-Smith, based in London, GB, is currently a Private Banker at Citi Private Bank. James Close-Smith brings experience from previous roles at Level39, HSBC Private Bank, Brown Shipley and Deutsche Bank. James Close-Smith holds a 2008 - 2008 Wealth Management Institute (Singapore). With a robust skill set that includes Wealth Management, Portfolio Management, Investment Banking, Derivatives, Investments and more. James Close-Smith has 3 emails on RocketReach.
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