James Dipfa Email
Private Client Wealth Manager @ HSBC
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James Dipfa Location
- Andover, GB
James Dipfa Work
- 2024 -now Private Client Wealth Manager @
- 2022 -2024 High Net Worth Wealth Manager @
- 2018 -2022 Wealth Manager @
- 2015 -2018 Mortgage and Protection Manager @
- 2013 -2015 Mortgage Consultant @
- 2012 -2013 Personal Banking Manager @
- 2011 -2012 Customer Representative @
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 3 emails on RocketReach.
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