Steven Wilby Email

Wealth Manager @ Oculus Wealth Management Ltd

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Steven Wilby Location

United Kingdom

Steven Wilby Work

2022 - now Wealth Manager @ Oculus Wealth Management Ltd
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2015 - 2022 Premier Client Manager @ HSBC
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2013 - 2015 Premier Relationship Manager @ HSBC
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2010 - 2013 Premier Manager @ HSBC
2007 - 2010 Retail Management Trainee @ HSBC
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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

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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 HSBC Retail Banking and Wealth Management and HSBC. 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.

Steven Wilby Emails

Found 1 emails

@oculuswealth.co.uk

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Phillip Wood

Director and Wealth Manager at Oculus Wealth Management (Leicestershire) Ltd. at Oculus Wealth Management Ltd

Leicester, GB
2
- oculuswealth.co.uk
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Hugh Phillips-Baker

Financial Director at Oculus Wealth Management Ltd

Leeds, GB
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Steven Wilby

Wealth Manager at Oculus Wealth Management Ltd

United Kingdom
1
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Kaleem Mohammed

Director, Client Advisor, Wealth Manager at Oculus Wealth Management Ltd

Nottingham, GB
3
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Charles Moody

Director at Oculus Wealth Management Ltd

United Kingdom
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Henry Hodgkins

Financial Planner at Oculus Wealth Management Ltd

Cheltenham, GB
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Zac Ghadially

Director and Chartered Financial Planner at Oculus Wealth Management Ltd

London, GB
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Andrew M.

Director at Oculus Wealth Management Ltd

United Kingdom
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Ruairi Connery

Director at Oculus Wealth Management Ltd

United Kingdom
2
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Suzyo Ngoma

Management Accountant at Oculus Wealth Management Ltd

Harrogate, GB
2
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Simon Lycett

Director at Oculus Wealth Management Ltd

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