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James Geldart Location
Douglas, IM
James Geldart Work
Managing Director @ (July 2020 - Present)
Head Of Private Banking @ (July 2016 - July 2020)
Segment Head - Tier 1 Private, Select and Personal Banking @ (July 2016 - July 2017)
President @ Isle of Man Bankers Association (April 2023 - March 2025)
Head Of Wealth Management @ (October 2013 - April 2016)
Regional Sales Manager - Middle East @ (September 2010 - October 2013)
Financial Planning Manager @ (August 2006 - September 2010)
James Geldart Education
York St. John University
Bachelor of Arts (BA) (Business Management)
2001-2004
The Chartered Institute for Securities & Investment (The CISI)
Advanced Financial Planning
The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice and Management (Wealth Management)
James Geldart Skills
Banking
Business Development
Business Strategy
Credit
Financial Services
Investments
Loans
Management
Mortgage Lending
Portfolio Management
Relationship Management
Retail Banking
Risk Management
Sales
Sales Management
Wealth Management
Wealth Management Services
Holistic Financial Planning
Offshore Investments
Offshore Banking
International Banking Services
International Financial Institutions
Customer Service
Public Speaking
Leadership
James Geldart Summary
James Geldart, based in Douglas, IM, is currently a Managing Director at Santander International. James Geldart brings experience from previous roles at Santander International, Isle of Man Bankers Association and HSBC. James Geldart holds a 2001 - 2004 Bachelor of Arts (BA) in Business Management @ York St. John University. With a robust skill set that includes Banking, Business Development, Business Strategy, Credit, Financial Services and more. James Geldart has 2 emails on RocketReach.
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