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Jonathan Steer Location
London, GB
Jonathan Steer Work
Director - Head of Private Bank Cash and Liquidity Distribution @ (December 2017 - Present)
Vice President Banking Product @ (February 2013 - December 2017)
Business Manager UK and I and EMEA Private Bank COO Office @ (July 2008 - February 2013)
Financial Controller - UK Private Bank @ (January 2006 - July 2008)
Barclays Private Bank - Relationship Manager, Finance @ (May 2004 - January 2006)
AVP @ (January 2004 - May 2004)
Finance Manager @ (August 2002 - January 2004)
Graduate Trainee Accountant @ (September 2000 - August 2002)
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 University 1996-2000
Jonathan Steer Skills
Finance
Banking
Operational Risk
Wealth Management
Private Banking
Business Strategy
Portfolio Management
Financial Analysis
Financial Services
Stakeholder Management
Management
Risk Management
Financial Risk
Investment Banking
Microsoft Office
Project Management
Business Development
Accounting
Customer Service
Sales
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 1 emails on RocketReach.
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