Jonathan Steer Location
London, GB
Jonathan Steer Work
- 2017 - now Director - Head of Private Bank Cash and Liquidity Distribution @ Barclays
- 2013 - 2017 Vice President Banking Product @ Barclays Wealth Management
- 2008 - 2013 Business Manager UK and I and EMEA Private Bank COO Office @ Barclays Wealth Management
- 2006 - 2008 Financial Controller - UK Private Bank @ Barclays Wealth Management
- 2004 - 2006 Barclays Private Bank - Relationship Manager, Finance @ Barclays
- 2004 - 2004 AVP @ J.P. Morgan
- 2002 - 2004 Finance Manager @ LV=
- 2000 - 2002 Graduate Trainee Accountant @ LV=
Jonathan Steer Education
- The Chartered Institute for Securities & Investment (The CISI)
(Level 4 Diploma in Investment Advice)
2020 - 2021 - The Chartered Institute of Management Accountants
(ACCOUNTANCY)
2000 - 2003 - Bournemouth University1996 - 2000
Jonathan Steer Skills
- Finance
- Banking
- Operational Risk
- Wealth Management
- Private Banking
- Business Strategy
- Portfolio Management
- Financial Analysis
- Financial Services
- Stakeholder Management
Jonathan Steer Summary
Jonathan Steer, based in London, GB, is currently a Director - Head of Private Bank Cash and Liquidity Distribution at Barclays. Jonathan Steer brings experience from previous roles at Barclays Wealth Management and Barclays Bank. Jonathan Steer holds a 2020 - 2021 The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Finance, Banking, Operational Risk, Wealth Management, Private Banking and more. Jonathan Steer has 2 emails on RocketReach.
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