Parvez Taher Location
London, GB
Parvez Taher Work
- 2019 - now Head of Risk and Compliance - Wealth Planning @ Kingswood Group
- 2018 - 2019 Senior Consultant @ TCC Group
- 2015 - 2018 Senior Consultant @ PwC UK
- 2013 - 2015 Senior Suitability and Compliance Reviewer including Remediation. @ EY
- 2013 - 2013 Investment Reviewer and Complaint Handler @ Grant Thornton (US)
- 2009 - 2013 Senior International Wealth Manager @ HSBC
- 2004 - 2006 Senior Private Financial Planning Manager @ The Royal Bank of Scotland Group
- 1992 - 2006 Senior Financial Planning Manager @ HSBC
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
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 1 mobile phone numbers on RocketReach.
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