Adam Trew Email & Phone Number | A highly motivated and trusted relationship manager with over 15 years experience in the financial industry. Qualified in both lending and financial advice I specialise in building long term relationships with high net worth individuals supporting them to achieve their wealth management objectives. I have success in managing relationships, identifying and facilitating solutions for lending & investment needs, providing assessment and advice on holistic financial planning including investments, retirement planning, protection and estate planning whilst also collaborating with internal and external stakeholders to assist clients with their requirements. My role requires me to be highly organized, resourceful and self-motivated. This enables me to fulfil my role efficiently while also working well under pressure

Adam Trew

A highly motivated and trusted relationship manager with over 15 years experience in the financial i...
United Kingdom

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Adam Trew’s Phone Numbers +44 20 7991 ****

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Adam Trew’s Location United Kingdom

Adam Trew’s Current Industry Natwest

Adam Trew’s Prior Industry Brown Shipley | Hsbc | Coutts | Rbs Insurance

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Wealth Manager

2021-09-01 00:00:00 - Present

Client Manager

2021-03-01 00:00:00 - 2021-09-01 00:00:00

Relationship Manager

2018-06-01 00:00:00 - 2021-03-01 00:00:00

Private Banker, Professionals

2015-01-01 00:00:00 - 2018-05-01 00:00:00

Retention Consultant

2009-01-01 00:00:00 - 2010-01-01 00:00:00

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Adam Trew is a A highly motivated and trusted relationship manager with over 15 years experience in the financial industry. Qualified in both lending and financial advice I specialise in building long term relationships with high net worth individuals supporting them to achieve their wealth management objectives. I have success in managing relationships, identifying and facilitating solutions for lending & investment needs, providing assessment and advice on holistic financial planning including investments, retirement planning, protection and estate planning whilst also collaborating with internal and external stakeholders to assist clients with their requirements. My role requires me to be highly organized, resourceful and self-motivated. This enables me to fulfil my role efficiently while also working well under pressure