Simon Burras Email & Phone Number
Senior Financial Consultant @ Edgewater
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Simon Burras Location
- Douglas, IM
Simon Burras Work
- 2023 -now Deputy President and Council Member - The Insurance Institute of the Isle Of Man @ Isle of Man Chartered Insurance Institute
- 2022 -now Senior Financial Consultant @
- 2018 -2022 Director @
- 2016 -2018 Senior Associate @
- 2014 -2016 Head of Affluent Banking @
- 2013 -2014 Head of Sales and Distribution - Wealth Management @
- 2006 -2009 Head of Client Relationship Management @
- 2003 -2006 Regional Manager Wealth Management @
- 2000 -2003 Relationship Manager - Wealth Management @
- 1992 -2000 Wealth Management Relationship Manager @
- 1987 -1992 Banker @
Simon Burras Education
- Chartered Institute for Securities and Investment
UAE Financial Rules and Regulations
2016-2016 - Chartered Institute for Securities and Investment
(Dubai International Financial Centre Rules and Regulations)
2009-2009 - Chartered Institute for Securities and Investment
(International Certificate in Wealth Management (ICWM))
2008-2008 - Chartered Institute for Securities and Investment
(Advanced Financial Planning - Trusts and taxation and Personal Investment Planning)
1994-1995 - Chartered Institute for Securities and Investment
(Financial Planning Certificate)
1992-1992 - Chartered Insurance Institute
Level 4 diploma in Financial Planning (Financial services)
2018 - The London Institute of Banking & Finance 2017
Simon Burras Skills
- Leadership
- Financial Advisory
- Banking
- Planning
- Pensions
- Bonds
- Business Relationship Management
- Insurance
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Business Development
- Relationship Management
- Team Management
- Finance
- Investment Advisory
- Strategy
- Financial Services
- Wealth Management
- Sales Management
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Risk Management
- Asset Management
- Training
- Financial Analysis
- Business Strategy
- Management
- Coaching
- Mortgage
- Private Banking
- Retail Banking
- Retirement
- Mergers and Acquisitions
- Hedge Funds
Simon Burras Summary
- Simon Burras, based in Douglas, IM, is currently a Senior Financial Consultant at Edgewater. Simon Burras brings experience from previous roles at Isle of Man Chartered Insurance Institute, Standard Chartered Bank, Holborn Assets LLC and Commercial Bank of Dubai. Simon Burras holds a 2016 - 2016 UAE Financial Rules and Regulations @ Chartered Institute for Securities and Investment. With a robust skill set that includes Leadership, Financial Advisory, Banking, Planning, Pensions and more. Simon Burras has 2 emails and 1 mobile phone numbers on RocketReach.
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