Helsby - English Speaker - Zurich, ZH, Switzerland

Nicholas Helsby

Zurich, ZH, Switzerland


English Speaker

Work History

Trust Administration

Trust Services

From April 2013

HSBC - Zurich Switzerland

* Opportunity to work on a project at HSBC to develop my Interests in offshore structures and solutions
* Liaising with HNW clients with different offshore trusts and companies from different jurisdictions
* Studying STEP from December 2013.
* Investment reviews on structures to adhere to HSBC Investment criteria
* Involved in a FATCA project for all structures.

Private Client Advisor

AES - Zurich Switzerland

March 2012 - February 2013

* Responsible for providing wealth management services emphasising on expatriates and cross border clients.
* Shouldering responsibility of establishing a brand new office in Zurich in a very competitive environment while effectively marketing the UVP to leverage existing relations and reinforce the brand.
* Utilising new age strategies and deploying pull strategies - rather than push - to sell smarter to buyers.
* Identified client requirements and offered tailor-made solutions through a customer-focussed, service consultative and advanced selling approach.
* Striving towards enhancing business through introductions and referrals.
Recruiting, training and meticulously monitoring individual employee performance


DeVere Group

January 2010 - December 2011

- Zurich Switzerland

* Mobilised a major business development initiative coupled with account management responsibility and provided personal investment solutions to individual clients.
* Responsible for meeting new investors to demonstrate benefits of the product/service offerings.
* Managed two assistants to help drive client meetings to 10 first meetings every week.
* Established daily, weekly and monthly targets by regularly reviewing statistics and identifying areas for improvement.
* Providing training on all key areas to focus on selling techniques.
* Utilising expert questioning skills to gather maximum information for guiding prospects.

Senior Account Director

Damovo UK Ltd

July 2003 - December 2009

Horsham/London UK

* Managed 25 key accounts by effectively utilising targeted account selling plans to understand the existing client or potential sales opportunity.
* Provided guidance and optimised efforts of project teams for provision of mission critical voice and data networks.
* Effectively utilised networking and rapport building skills to develop relations and provide strategic guidance and direction for success of business operations.
* Demonstrated in-depth understanding of purchase and sales process while balancing and adapting to the dynamic business environments to remain afloat in a firmly competitive market scenario.

Qualifications & Certifications

Information Systems

Kingston University

CISI Chartered Institute of Securities and Investments


CISI Chartered Institute of Securities and Investments

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