James Swan Email
Senior Product Manager - Lead Domestic and International Markets - NAB Private Wealth @ nabtrade
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James Swan Location
- Sydney, NSW, AU
James Swan Work
- 2016 -now Senior Product Manager - Lead Domestic and International Markets - NAB Private Wealth @
- 2014 -2016 Manager - eChannels and Product @
- 2009 -2014 Client Manager - Domestic Fund Managers - HSBC Securities Services @
- 2007 -2009 Account Manager - Global Banks @
- 2005 -2007 Corporate Actions Executive @
- 2004 -2005 Service and Dealing Representative @ HSBC Stockbroking
- 2003 -2003 Case Manager and Client Care @ Orion Fund Services
- 2001 -2003 Client Services Representative @ Citicorp Life - Investments & Insurance
- 1999 -2000 Retention Analyst @ Citicorp Life - Investments & Insurance
- 1995 -1998 Senior Executive @ Westpac Institutional Banking
- 1993 -1995 Customer Service Representative @ Westpac Institutional Banking
James Swan Education
- Financial Education Professionals P/L
Diploma - Financial Markets, Financial Services - Custody/Securities Services (Financial Services - Custody/Securities Services)
2010-2012 - Financial Education Professionals Pty Ltd
Diploma, Financial Markets Custody (Financial Markets Custody)
2010-2012 - Knox Grammar
HSC
1982-1992 - Kaplan Professional
RG 146
James Swan Skills
- Banking
- Customer Relations
- Business Relationship Management
- Account Management
- Custodial Services
- Manage Client Relationships
- Portfolio Management
- Investments
- Business Analysis
- Stockbroking
- Client Services
- Financial Risk
- Relationship Management
- Financial Services
- Equities
- Securities Market
- Risk Management
- Credit
- Customer Service
- Management
- Global Custody
- Corporate Actions
- Client Service
- CRM
- Custodians
- Securities
- Analysis
James Swan Summary
- James Swan, based in Sydney, NSW, AU, is currently a Senior Product Manager - Lead Domestic and International Markets - NAB Private Wealth at nabtrade. James Swan brings experience from previous roles at HSBC Securities Services. James Swan holds a 2010 - 2012 Diploma - Financial Markets, Financial Services - Custody/Securities Services in Financial Services - Custody/Securities Services @ Financial Education Professionals P/L. With a robust skill set that includes Banking, Customer Relations, Business Relationship Management, Account Management, Custodial Services and more. James Swan has 1 emails on RocketReach.
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