James Dipfa Email
Private Client Wealth Manager @ HSBC
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James Dipfa Location
- Andover, GB
James Dipfa Work
- Private Client Wealth Manager @ (October 2024 - Present)
- High Net Worth Wealth Manager @ (August 2022 - October 2024)
- Wealth Manager @ (February 2018 - August 2022)
- Mortgage and Protection Manager @ (February 2015 - February 2018)
- Mortgage Consultant @ (November 2013 - February 2015)
- Personal Banking Manager @ (October 2012 - November 2013)
- Customer Representative @ (August 2011 - October 2012)
James Dipfa Education
- Southampton Solent University
Bachelor of Arts (B.A.) (Sports Development and Marketing)
2009-2011 - Aylesbury Grammar School 2000-2005
James Dipfa Skills
- Customer Service
- Change Management
- Account Management
- Business Strategy
- Negotiation
- B2B
- New Business Development
- Business Development
- Banking
- Hospitality
- Microsoft Excel
- Retail Banking
- Management
- Team Leadership
- Teamwork
- Sales
- Finance
- Financial Services
- Mortgage Lending
- Relationship Management
- Insurance
- Credit Cards
- Loans
- Marketing
- Microsoft Office
- Financial Analysis
- PowerPoint
- Income Protection
- Wealth Management
- Portfolio Management
- Credit Risk
- Financial Risk
- Risk Management
- Commercial Banking
- Stakeholder Management
- Investments
- Training
- Train Staff
- Train Employees
- Training Leadership
- Protection
- Strategy
- Wealth
James Dipfa Summary
- James Dipfa, based in Andover, GB, is currently a Private Client Wealth Manager at HSBC. James Dipfa brings experience from previous roles at HSBC and Nationwide Building Society. James Dipfa holds a 2009 - 2011 Bachelor of Arts (B.A.) in Sports Development and Marketing @ Southampton Solent University. With a robust skill set that includes Customer Service, Change Management, Account Management, Business Strategy, Negotiation and more. James Dipfa has 1 emails on RocketReach.
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