Account Manager Sales

VINCE MCEVOY

Address: * **** ****, ********, ***********, Hampshire, SO16 8LN

Mobile: 077********

Email: ******.*****@*****.***

PERSONAL PROFILE

Highly motivated and results orientated account manager with over twenty years’ experience in the Life, Pension & Investment Industry. Have worked in intermediary sales during my career and have gained a wealth of experience & knowledge across a range of product lines. Pensions, Investments, Multi Asset Solutions, Structured Products. I have successfully converted a panel of IFA’s in the UK & Channel Islands to recommend offshore bonds IHT & Trust & different pension tax wrapper arrangements. Multi Asset funds and Structured Products. I have exceptional personal skills and have developed strong IFA relationships over the years. I am self-motivated and have exceptional business acumen having worked for large organisations remotely and latterly working for a niche investment company generating my own leads and selling structured product solutions in to the intermediary market. I have a desire for taking on the right challenge in a B2B role.

KEY SKILLS

Ability to generate sales and product solutions from a cross section of intermediary outlets. IFA’s Private Banks, Trust Companies

Ability to open new doors and convert in to new sales and become supporting accounts.

Have built up strong and lasting business relationships over the years and can provide excellent endorsements.

I have acquired extensive industry product knowledge and their application in client financial solutions

Have built up a strong knowledge of how the International IFA world operates.

Can demonstrate how different asset classes and strategies can be utilized within an investment portfolio to achieve client objectives

Excellent communication skills and business acumen

Committed to overcoming challenges that can appear at first daunting

Can recognise a non-starter and avoid dead ends

I am proactive in looking for the next business opportunity that will enhance business outcomes

I have a drive and passion to succeed and grow new opportunities

CAREER

2012-present IDAD LTD: Specialist International Structured Product Manufacturer

Successes - I have converted dormant accounts to place new business with me:

Savills Private Finance in Guernsey. Identified a need for Capital Protected Solutions within their SIPP clients and generated £3m of business.

Vantage Wealth in Jersey assisted the advisers to put together a compliant sales process manual and build suitable structured product solutions for their clients. Generated £6m of business.

Network Direct. Guernsey. Identified in their client portfolio a profile that needed capital preservation solutions. The main adviser sold £500k in structured products.

Trusted Wealth Jersey. Worked closely with the adviser putting IHT solutions for his HNW clients that generated £2m in structured products.

Trusted Wealth Argentina. Assisted the adviser putting together income solutions for his local clients.

Dominion Trust Jersey. Demonstrated a number of income solutions for their trust and beneficiary clients whilst utilising appropriate tax wrappers.

Beacon Wealth. France. Worked with the adviser and their DFM to assist incorporating structured solutions in to a client’s portfolio.

Templar Wealth Malta. A new IFA start up. Secured panel position for our structured products and being the provider of choice.

Instrumental in adding our structured products to a number of Platforms. 7IM / Praemium / Novia Global.

Helped IFA’s open new opportunities with trust Companies to identify where capital protected & income generating structured products could be used for their clients. (Concept Trustees. Sovereign Trust, Fairway trustees, Carey Group).

2002-2012 SCOTTISH WIDOWS: Senior Account Manager

Successes:

2012 Highest Offshore Bond producer in Southern Region £20m

2011. Highest Offshore Bond producer Southern Region £19m

Converted highest number of new accounts to support offshore bond business in the region.

Created and established a foot print for Scottish Widows in the Channel Islands receiving business from a wide spectrum of advisers across both islands

Worked jointly with third party investment houses / QROPs providers to enhance IFA multi asset and tax planning opportunities. (Black Rock, Aberdeen Asset Management, Jupiter, The Pensions Bureau, Investec, Natixis)

Generated IHT planning, Individual & Group Pension business from a UK panel in Hampshire that included the following:

oRBS

oCharles Stanley

oClarendon Financial

oBDO

oCapital Plans

oGrant Thornton

oMark Dean Wealth Management

oSt James Place

oMillfield

oEncompass

oIFA South/ Sovereign Employee Benefits

oDanamere Employee benefits

oDeep Blue

oAsset Management

oRowanmoor Pensions

1997-2002 ROYAL & SUN ALLIANCE: Account Manager

Responsibilities:

Securing life & pension sales from a panel of independent Financial Advisers in Hampshire & Channel Islands

1992-1997 PROVIDENT MUTUAL / GENERAL ACCIDENT: Account Manager

Responsibilities:

Securing Life & Pension sales from a panel of IFA’s in Berkshire

EDUCATION

Cert PFS

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