2023 -now President @ Isle of Man Bankers Association
2016 -2020 Head Of Private Banking @
2016 -2017 Segment Head - Tier 1 Private, Select and Personal Banking @
2013 -2016 Head Of Wealth Management @
2010 -2013 Regional Sales Manager - Middle East @
2006 -2010 Financial Planning Manager @
James Geldart Education
York St. John University
Bachelor of Arts (BA) (Business, Management, Marketing, and Related Support Services)
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 Isle of Man Bankers Association, Santander International and HSBC. James Geldart holds a 2001 - 2004 Bachelor of Arts (BA) in Business, Management, Marketing, and Related Support Services @ York St. John University. With a robust skill set that includes Banking, Business Development, Business Strategy, Credit, Financial Services and more. James Geldart has 3 emails on RocketReach.
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