Manager Relationship

Jordan Brett Warner

*** **** ****, ******, *** *EN; (T) 079**-***-***, email: *****************@*****.*** ABOUT

I am an experienced and very ambitious Relationship Manager within the UHNW segment of HSBC Private Bank. I have responsibility for servicing the second highest revenue generating client book across the UK business and am involved with all aspects of the client’s investment, lending, and banking relationship. I have a broad range of investment experience having previously worked in both the private equity and hedge fund sector. I am looking for an entrepreneurial role in a modern and dynamic private bank / wealth management firm with direct responsibilities and most importantly the opportunity to develop within the organisation. PROFESSIONAL EXPERIENCE

HSBC Private Bank: Relationship Manager UHNW (April 17 – to date)

Day-to-day management and support on book of UHNW clients: (c$4bn AUM and $12m+ Revenue across c.40+ Client Relationships).

Role includes:

o Relationship development through hosting client meetings, servicing investment portfolios, facilitating banking and lending requirements. o Prospecting and pitching to new clients through both internal and external network.

One of two key contacts for clients and second in hierarchy on desk. Team consists of Managing Director, RM (myself) and three support staff.

Involved with all aspects of client investment portfolio from recommendations across various asset classes (Discretionary, PE, HF, Debt, and Structured Products amongst others).

Executed and been involved with a wide range of complex credit deals – Loan Notes, Private Jet, RIP Loans, as well as Lombard Lines and Mortgages.

Winner of HSBC PB’s 2017 Apprentice Scheme.

HSBC Committee Member: Private Equity Reporting, App Development, Sustainable Development, Employee Engagement.

Gatemore Capital Management: (May 16 – April 17)

UK client reporting and monitoring analyst. Responsibilities included all order execution and transaction management across client portfolios (primarily private equity, hedge fund and corporate credit).

Maintain and monitor liability driven and currency hedge financial models.

Responsible for producing all monthly and quarterly client reports. Altius Associates / Pavillion Alternatives: Associate (Private Equity) (Jun' 14 – May 16)

Maintained accurate and up-to-date performance metrics across all EMEA and Asian fund investments.

Reporting and monitoring analysis on underlying portfolio company investments: forecasting, modelling and tracking.

Valuation calculations for all EMEA and Asia monitored funds. Maples and Calder: Summer Associate (Jun' 11 - Jul' 11) Dillon Eustace: Summer Associate (Jun' 10 - Jul' 10) London and Capital: Summer Intern (Jun' 07 - '09)

EDUCATION

CISI Private Client Investment Advice Diploma (PICAM Level 6) (2018) CISI Investment Advice Diploma (Level 4) (2017)

Investment Management Certificate (IMC) (2015)

MSc, Economic Geography – UCL (2013-14)

Modules: International Political Economy / Comparative Economics / Global Finance / Behavioural Economics

Dissertation: – Integrated Behavioural Economics within Geo-Political Economy (Merit) University of Birmingham: B.A. (2:1 Hons) History (2009-12) Mill Hill School (2006-09) A- Levels – Economics “A”, Politics “A”, History “B” Great Neck High School (USA) (2003-06), Luxembourg American Int. School (Luxembourg) (1995- 97)

INTERESTS

Triathlon / Cycling

Food and Travel

Creative Writing

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