Parvez Taher Email & Phone Number
Head of Risk and Compliance - Wealth Planning @ Kingswood Group
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Parvez Taher Location
- London, GB
Parvez Taher Work
- 2019 -now Head of Risk and Compliance - Wealth Planning @
- 2018 -2019 Senior Consultant @
- 2015 -2018 Senior Consultant @
- 2013 -2015 Senior Suitability and Compliance Reviewer including Remediation. @
- 2013 -2013 Investment Reviewer and Complaint Handler @
- 2009 -2013 Senior International Wealth Manager @
- 2004 -2006 Senior Private Financial Planning Manager @
- 1992 -2006 Senior Financial Planning Manager @
Parvez Taher Education
- Chartered Insurance Institute,UK
(Diploma in Personal Financial Services (DipPFS))
2005-2005 - Chartered Insurance Institute, UK
Certificate in Mortgage Practice ( CeMAP)
2003-2003 - Chartered Insurance Institute,UK
(Advanced FinancialPlanning Certificate)
1993-1993 - Chartered Insurance Institute,UK
(FInancial Planning Certificate,FPC)
1991-1991 - University of Surrey
Bachelor of Science (BSc) Hons (Economics & Sociology)
1985-1988
Parvez Taher Skills
- International Wealth Management
- International Relationship Management
- Investment Management
- International Sales
- Helping Clients Succeed
- International
- Wealth Management
- Private Banking
- Investments
- Compliance
- Project Management
- Complaints
- Product Complaints
- Suitability Analysis
- Past business reviews
- Redress calculation
- Finance
- Credit
- Business Development
- Mortgage Lending
- Bonds
- Structured Products
- CRM
- AML
- Wealth
- Pensions
- Strategic Financial Planning
- FX Options
- Investment Advisory
- High Net Worth Individuals
- Portfolio Management
- Retail Banking
- Protection
- Asset Management
- Banking
- Financial Risk
- Financial Services
- Relationship Management
- Risk Management
- Hedge Funds
- Anti Money Laundering
- Financial Planning
- Management
- Investment Banking
- Private Equity
- Financial Advisory
- Equities
- Credit Risk
- Financial Markets
- Fixed Income
- High Net Worth
- International Wealth
- Strategic Financial
Parvez Taher Summary
- Parvez Taher, based in London, GB, is currently a Head of Risk and Compliance - Wealth Planning at Kingswood Group. Parvez Taher brings experience from previous roles at TCC.Group, PwC UK, EY and Grant Thornton LLP. Parvez Taher holds a 2005 - 2005 Chartered Insurance Institute,UK. With a robust skill set that includes International Wealth Management, International Relationship Management, Investment Management, International Sales, Helping Clients Succeed and more. Parvez Taher has 1 emails and 2 mobile phone numbers on RocketReach.
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