Lee McManus Email & Phone Number
Head of Business Development @ EFG Private Bank
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Lee McManus Location
- London, GB
Lee McManus Work
- 2023 -now Head of Business Development @
- 2021 -2023 Head of Private Banking Support @
- 2018 -2021 Business Development Manager @
- 2015 -2018 Training and Competence Supervisor @
- 2012 -2015 Associate Director, Training and Competence @
- 2012 -2012 Financial Ombudsman Service - Contractor @
- 2010 -2012 Compliance Consultant - Contractor @
- 2009 -2010 Investments and Pensions Adjudicator - Contractor @ Financial Ombudsman Service
- 2008 -2009 Director @ 3D Financial Ltd
- 2007 -2008 Regional Sales Manager @ Advantage (Morgan Stanley)
- 2003 -2007 Regional Sales Manager @ Lehman Brothers
- 1997 -2003 Compliance Sales Quality Analyst @
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
- Enterprise Risk Management
- Operational Risk
- Business Development
- Financial Regulation
- Microsoft Excel
- New Business Development
- Relationship Management
- Corporate Governance
- Competency Management
- People Management
- Retail Banking
- Suitability Analysis
- Project Management
- Banking
- Credit Risk
- Mortgage Lending
- Financial Planning
- Investments
- AML
- Client Development
- Procedure Manuals
- Investment Products
- Finance
- Compliance Management
- Training
- Training Delivery
- Management
- Wealth Management
- Insurance
- KYC
- Business Relationship Management
- Risk Assessment
- Risk Management
- Internal Controls
- Business Strategy
- Private Banking
- Contract Negotiation
- Operations Management
- Product Development
- Sales Management
- Operational Risk Management
- Sales Operations
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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