Naheed Rahman

Natwest, London 07/2022 – current

Responsibilities include: -

Identify, track, manage and mitigate any project risks relating to change within the Premier and Affluent divisions in the Natwest group
Understanding the reasons for change, and how this impacts clients and wider business. In addition, help the accountable stakeholders communicate change to the relevant business areas
Develop and train teams around the wider impacts of change from current processes to new processes
Embedding digital implementation with a key focus on improving client journey and optimising business growth
Organise and coordinate project implementation management process and all the business readiness and change activities, according to implementation plan
Work with key stakeholders to design transitional business processes with minimising the impact on business
Integrating the specialist advice investment services team within Affluent with key change initiatives to help grow AUM
Knowledge of relevant legal policies, regulatory and statutory obligations and risk management
Currently the Lead in the Faith Network group in within Wealth and Coutts, to highlight and educate colleagues and clients of different faiths and promote inclusive behaviour

Coutts, London 06/2019 – 07/2022

Managing a complex portfolio of up to 300 ultra-high-net worth individuals for the Entrepreneur client group, expanding my portfolio via client referrals and networking
Maintaining pipeline through existing and new business to achieve annual business objectives
Currently managing up to £600 million AUM (assets under management), and increasing new AUM via Coutts multi-asset funds (CMAF) and Discretionary Portfolio service
Conducting wealth and investment meetings with specialist advisors to obtain business, as well as financial planning, wealth management, investment back lending/Lombard facilities and mortgage lending opportunities
Working for a prestigious provider of private banking and wealth management services
Comply with group and industry regulatory requirements. Collaborate with different business areas to mitigate key risk and compliance issues
Deputy lead in Project Decade: MD of the future, looking at what an MD will look like in 2030, managing and leading a group to confidently discuss ideas with EXCO members and senior stakeholders, creating presentations and presenting amongst peers, and ensuring information is kept confidential

NatWest, London 01/2017 – 06/2019

Worked for a major retail and commercial bank, tasked with managing own portfolio of around 500 affluent clients across a territory which included Fenchurch Street and the City of London area
Built excellent relationships with clients and related stakeholders, to establish their needs and requirements
Analysed complex documents, including credit reports and client data, to identify the best possible products and solutions to meet client needs and stakeholders
Sourced new clients through an invitational approach, and coached junior colleagues to refer in quality leads to the team as they were identified
Coached and mentored colleagues to help them develop their knowledge and skills

NatWest, London 09/2015 – 12/2016

First banking role for NatWest after graduation, working from a City of London location in a more senior graduate position
Handled a diverse range of queries and issues on NatWest products and services
Generated additional revenue through effective cross-selling of products such as mortgages, loans, credit cards, and packaged accounts, to existing and prospective NatWest customers
Designed and delivered a range of informative and insightful presentations and workshops to Personal Bankers, to help them understand their role and the wider financial services industry
Created new implementation process for the Mortgage system for the Natwest group

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