Lee McManus Location
London, GB
Lee McManus Work
- 2023 - now Head of Business Development @ EFG Private Bank
- 2021 - 2023 Head of Private Banking Support @ EFG Private Bank
- 2018 - 2021 Business Development Manager @ EFG Private Bank
- 2015 - 2018 Training and Competence Supervisor @ EFG Private Bank
- 2012 - 2015 Associate Director, Training and Competence @ Coutts
- 2012 - 2012 Financial Ombudsman Service - Contractor @ Financial Ombudsman Service
- 2010 - 2012 Compliance Consultant - Contractor @ Deloitte
- 2009 - 2010 Investments and Pensions Adjudicator - Contractor @ Financial Ombudsman Service
- 2008 - 2009 Director @ 3D Financial Ltd
- 2007 - 2008 Regional Sales Manager @ Advantage (Morgan Stanley)
Lee McManus Education
- CISI
Private Client Investment Advice and Management (PCIAM) (Investment management)
2012 - 2012 - Manchester University and International Compliance Association
Diploma in Compliance (UK Regulatory Financial Compliance)
2010 - 2011 - IFS
CeRER
2008 - 2008
- IFS
CeMAP
2004 - 2004 - CII
Financial Planning Certificate 1,2 & 3
2001 - 2001 - Staffordshire University
HNC Buiness (Business Studies)
1997 - 1999
Lee McManus Skills
- Financial Risk
- Investment Strategies
- Anti Money Laundering
- Training and Development
- Governance
- Pensions
- Coaching
- FSA
- Training and Competence
- Portfolio Management
Lee McManus Summary
Lee McManus, based in London, GB, is currently a Head of Business Development at EFG Private Bank. Lee McManus brings experience from previous roles at EFG Private Bank and Coutts. Lee McManus holds a 2012 - 2012 Private Client Investment Advice and Management (PCIAM) in Investment management @ CISI. With a robust skill set that includes Financial Risk, Investment Strategies, Anti Money Laundering, Training and Development, Governance and more. Lee McManus has 1 emails on RocketReach.
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