Matthew Munns Email
Wealth Consultant @ Concentric Investment Consultancy
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Matthew Munns Location
- Saint Helier, JE
Matthew Munns Work
- 2025 -now Wealth Consultant @
- 2020 -2024 Wealth Consultant @
- 2017 -2020 Wealth Manager, Vantage Limited @ Vantage Group (Channel Islands)
- 2013 -2017 Senior Financial Manager @
- 2007 -2013 Senior Private Banker @
- 2005 -2007 Relationship Management Officer @ Coutts Private Bank
- 2003 -2005 Senior Sales Consultant @ Medsea Estates
Matthew Munns Education
- Securities & Investment Institute
Investment Advice Diploma (Level 4) (Investment Advice Diploma (Level 4))
2012-2013 - Alicante University
Bachelor of Arts (BA) Honours, Maritime Studies (Maritime Studies)
1996-1999 - De la Salle College Jersey
- The Chartered Institute for Securities & Investment (The CISI)
ACSI
- de la salle college jersey
Matthew Munns Skills
- Wealth Management
- Investments
- Strategic Financial Planning
- Pensions
- Relationship Management
- Sales
- Banking
- Retail Banking
- Credit Risk
- Commercial Banking
- Portfolio Management
- Credit
- Credit Analysis
- Financial Risk
- Risk Management
- Strategic Financial
- Marketing
- Business Analysis
Matthew Munns Summary
- Matthew Munns, based in Saint Helier, JE, is currently a Wealth Consultant at Concentric Group. Matthew Munns brings experience from previous roles at Advisa Wealth, Vantage Group (Channel Islands), HBFS Independent Financial Advisers and Standard Chartered Bank. Matthew Munns holds a 2012 - 2013 Investment Advice Diploma (Level 4) in Investment Advice Diploma (Level 4) @ Securities & Investment Institute. With a robust skill set that includes Wealth Management, Investments, Strategic Financial Planning, Pensions, Relationship Management and more. Matthew Munns has 1 emails on RocketReach.
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