Steven Wilby Email
Wealth Manager @ Oculus Wealth Management Ltd
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Steven Wilby Location
- United Kingdom
Steven Wilby Work
- Wealth Manager @ (January 2022 - Present)
- Director @ Nascentia Wealth (January 2022 - Present)
- Premier Client Manager @ (December 2015 - January 2022)
- Premier Relationship Manager @ (June 2013 - December 2015)
- Premier Manager @ (February 2010 - May 2013)
- Retail Management Trainee @ (October 2007 - January 2010)
Steven Wilby Education
- Chartered Insurance Institute
Dip CII
2011-2012 - Aston University
BSc (hons) (Business and Management)
2003-2007 - Outwood Grange School 1996-2003
Steven Wilby Skills
- Banking
- Retail Banking
- Portfolio Management
- Financial Services
- Relationship Management
- Wealth Management
- Mortgage Lending
- Credit
- Investments
- Financial Advisory
- Pensions
- Finance
- Retirement Planning
- Private Banking
- Credit Risk
- High Net Worth Individuals
- Loans
- Inheritance Tax Planning
- Financial Planning
- PowerPoint
Steven Wilby Summary
- Steven Wilby, based in United Kingdom, is currently a Wealth Manager at Oculus Wealth Management Ltd. Steven Wilby brings experience from previous roles at Nascentia Wealth and HSBC Retail Banking and Wealth Management. Steven Wilby holds a 2011 - 2012 Dip CII @ Chartered Insurance Institute. With a robust skill set that includes Banking, Retail Banking, Portfolio Management, Financial Services, Relationship Management and more. Steven Wilby has 1 emails on RocketReach.
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