Christopher P.
Mid-Level Business Development Manager
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EnglishSpanish
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About
Chris P. is a seasoned Business Development Manager with extensive experience in the financial services sector. He currently operates in a remote capacity with Hebden Consulting, where he is responsible for booking client meetings to review UK pensions and investments globally. His role involves sourcing prospects across multiple regions, including Europe, South America, the USA, and the Middle East. Previously, Chris managed similar responsibilities at Lawsons Wealth Management and Austen Morris Associates, focusing on UK pension investments and entering diverse markets like Taiwan, Vietnam, and Saudi Arabia. At Clarity International, he worked remotely to support clients' financial goals, demonstrating his proficiency in global financial consulting. His earlier role at Blacktower Financial Management involved maximizing opportunities for international professionals. Known for his expertise in cold calling, Chris is adept at establishing strong relationships, making 300-500 calls weekly, and consistently generating client engagement. He is currently working towards his Certificate in International Advanced Wealth Management to further cement his qualifications as a financial advisor.
Experience
Business Development Manager
Hebden Consulting · 2025 — PresentBooking client meetings with advisors to assess UK pensions, portfolios, and global lump sum investments. Engaging in cold calling to establish rapport and build relationships. Sourcing prospects and data globally, including Europe, South America, USA, Asia, South Africa, and the Middle East. Following up with clients regarding Letter of Authority.Business Development Manager
Lawsons Wealth Management · 2023 — 2024Arranging client meetings with advisors to review UK pensions and lump sum investments, focusing on Asia, specifically Taiwan, Vietnam, and Saudi Arabia. Achieving an average of 5 to 7 quality meetings per week. Making cold calls, averaging 300 to 500 calls weekly, while sourcing prospects globally. Chasing clients on Letter of Authority.Business Development Manager
Austen Morris Associates · 2021 — 2023Scheduling meetings with advisors to evaluate UK pensions, portfolios, and both local and offshore lump sum investments. Securing between 5 to 7 quality meetings weekly, including pensions of £2 million and lump sum investments of £500k. Conducting cold calls, making 300 to 500 calls weekly, while sourcing global prospects.Business Development Manager
Clarity International · 2020 — 2021Working remotely while assisting clients with their financial and lifestyle goals. Engaging in cold calling to set up meetings with consultants and communicating with clients across Europe, Asia, and Dubai.Business Development Manager
Blacktower Financial Management (International) Limited · 2019 — 2020Assisting international professionals in maximizing their UK pensions. Seeking opportunities to acquire new clients sourced personally throughout Europe and the Nordic regions.Business Account Manager
CCA International · 2017 — 2019Managing over 20,000 SME clients under the Addison Lee campaign. Engaging in conversations to enhance spending and build relationships. Providing business solutions for effective account management, including tariffs and discounts. Overseeing 150 SME clients to ensure account growth and revenue maximization.Business Development Manager
Swiss Global Consulting · 2015 — 2017Advising international professionals in Switzerland on tax structures, portfolio management, and financial planning. Arranging meetings with senior executives to generate new business, securing 7 to 8 quality meetings weekly.Pension & Protection Consultant
Legacy Pension Services · 2015 — 2015Conducting cold calls to review client pensions in light of recent legislative changes. Booking reviews with financial advisers and sending out Letter of Authority forms. Generating leads through various channels, including door-to-door outreach and referrals.Business Development Adviser
Indicator/FL Memo · 2014 — 2015Making cold calls to businesses to promote Tax, Health & Safety, and Human Resources platforms. Conducting over 150 calls daily to arrange online webinars with decision-makers and achieving an average of 3 sales weekly.Financial Consultant
Plutus Group · 2014 — 2014Cold calling clients from a marketing database to discuss investments, private equity, and wealth management. Managing a high volume of calls daily and generating leads through established business contacts.Payments Clerk
Currency Solutions · 2009 — 2014Authorizing currency and sterling payments, allocating funds, and resolving customer queries. Conducting daily reconciliations and liaising with the Spanish bank for client payment processing.Account Processor
Close Brothers · 2009 — 2009Opening deposit accounts for customers and confirming account details via phone. Addressing queries throughout the account opening process.Treasury Assistant
City Index · 2008 — 2008Reconciliation of unallocated funds and company accounts, inputting payments, and conducting currency conversions.Operations Clerk
Bank of England · 2005 — 2008Authorizing CHAPS payments in both sterling and foreign currencies. Addressing customer queries and investigating lost payments.Customer/Sales Advisor
Citibank · 2004 — 2005Supporting customers across various account queries and cashiering tasks. Exceeding sales targets, generating leads, and conducting cold calls to attract new business.Payments Clerk
C Hoare & Co · 2004 — 2004Processing customer cheques, preparing bankers drafts, and reconciling internal accounts. Handling customer queries via phone and email.Cashier/Customer Services
Banco Bilbao · 2003 — 2003Managing the cashier section, balancing tills, and serving customers. Opening accounts and addressing queries.Account/Payments Clerk
HSBC Republic · 2001 — 2003Processing foreign and sterling payments while ensuring account reconciliation. Cashiering tasks included ordering currency and answering client queries.Customer Service Officer
NatWest Bank · 1999 — 2001Meeting sales targets while handling customer service queries. Engaging with local organizations to increase business and conducting account openings.
Skills & Expertise
Education
- G.C.S.E.Unknown
- A-LevelsUnknown
- T.E.F.L (Teaching English as a Foreign Language)Unknown
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