Matthew Munns Location
Saint Helier, JE
Matthew Munns Work
- 2025 - now Wealth Consultant @ Concentric Investment Consultancy
- 2020 - 2024 Wealth Consultant @ Advisa Financial Services
- 2017 - 2020 Wealth Manager, Vantage Limited @ Vantage Group (Channel Islands)
- 2013 - 2017 Senior Financial Manager @ Oakglen Wealth Planning
- 2007 - 2013 Senior Private Banker @ Standard Chartered Bank
- 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
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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