Andrew Bowater
Summary
Professional relationship manager with strong expertise in financial services and client relationship development. Skilled in portfolio management and personalized client solutions. Known for effective team collaboration, adaptability, and delivering impactful results. Strong communication, problem-solving, and interpersonal skills with focus on client satisfaction and business growth.
Overview
23
23
years of professional experience
Work History
Area Sales Representative
Edwards & Hardy Roofing
03.2024 - Current
- Negotiated contracts with clients, ensuring mutually beneficial terms for both parties involved.
- Drove company revenue by bringing in increased sales numbers.
- Expanded client base through effective prospecting, cold calling, and networking activities.
- Prioritized sales work based on market trends, customer needs and territory goals.
Property Manager
Property Scouts
05.2023 - 03.2024
- Handled tenant complaints promptly and appropriately, calling in contractors, and other support services.
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
- Completed final move-out walk-throughs with tenants to identify required repairs.
- Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
Coach
ManAlive Fitness
06.2021 - 09.2022
- Promoted health and fitness fostering a positive competitive atmosphere within a team environment.
- Educated clients on proper exercise techniques, reducing risk of injury during workouts.
- Developed customized fitness plans for wide range of clients to expand services.
International Relationship Manager
Commonwealth Bank of Australia, CBA
02.2010 - 06.2021
- Providing an exceptional onboarding experience for customers migrating into Australia from overseas.
- Conducting high quality financial health checks in order for a seamless banking transition
- Built and maintained high value referral relationships such as Migration Agents, Education Agents and legal representatives.
- Drove customer acquisition through presenting at seminars, shows and exhibitions.
- Delivering exceptional quality customer service and acting at as advocate for CBA at all times.
Premier Relationship Manager
HSBC
09.2003 - 08.2009
- Built long-lasting relationships with high-net-worth onshore and offshore based individuals by demonstrating expertise in wealth management strategies tailored to their unique financial needs.
- Proactively identified opportunities to upsell additional products and services, strengthening the overall value proposition for clients.
- Effectively communicated complex financial concepts in clear language that enabled clients to make informed decisions about their finances.
- Conducted regular portfolio reviews with clients to assess progress towards their financial goals, recommending adjustments as needed.
Securities Lending Dealer
Aviva Fund Management
09.2001 - 08.2003
- Negotiated favorable terms with third-party borrowers to lend UK & International Equity stocks, Government & Corporate Bonds and other Pension fund assets.
- Managed risk effectively by closely monitoring borrower limits, collateral positions and margin calling where necessary.
- Conducted regular audits of lending procedures to ensure adherence to established policies and regulations.
- Cultivated relationships to build a network of advocates for the Aviva brand.
Education
A Levels - Maths, Computing & Physical Education
Barton Peveril College
Eastleigh, UK09.1997
Skills
- Portfolio Management
- Customer Relationships
- Written and verbal communication
- Relationship building and management
Timeline
Area Sales Representative
Edwards & Hardy Roofing
03.2024 - Current
Property Manager
Property Scouts
05.2023 - 03.2024
Coach
ManAlive Fitness
06.2021 - 09.2022
International Relationship Manager
Commonwealth Bank of Australia, CBA
02.2010 - 06.2021
Premier Relationship Manager
HSBC
09.2003 - 08.2009
Securities Lending Dealer
Aviva Fund Management
09.2001 - 08.2003
A Levels - Maths, Computing & Physical Education
Barton Peveril College
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