Antony Wilkinson

I am a pragmatic and innovative Client Relations professional in the financial services and banking industry who has proven success leading the delivery of high-profile development projects from the initial concept through to fruition. During my career I have established strong and loyal client bases through the delivery of dedicated services.

My strong business acumen, combined with a passion for delivering outstanding services, results in commercial success. I utilise my leadership abilities to motivate and influence a team to work as a unit and deliver excellent results, and I actively support the professional development of the workforce. My communication and multi-lingual skills enable me to converse at all levels, and I nurture relationships with colleagues, key stakeholders and clients.

It is imperative that I remain self-educated in all applicable regulations to ensure that complete compliance is delivered throughout all functions. I proactively identify any existing or emerging risks and implement measures to mitigate them materialising or escalating.

In my recent position as the Operations Department Consultant for Deloitte based at Credit Suisse, (prior to relocating to the U.K.) I was responsible for performing daily cash and positional reconciliations and producing break reports and collaborating in the delivery of department projects and update the manual cash statements.

Prior to this role I was the Head of the Assistants Desk at Octogone Fund Management where I led the daily operations of the team to process clients’ instructions and to manage clients’ accounts. I facilitated the FX trades and sales orders, and managed the opening of new accounts. My duties entailed reconciling cash and security between the business and custodians, and making sure that all compensation and travel agreements were present for new AUM’s.

I was also the Client Relationship Officer for Global Private Portfolio Management where I developed the brand-new Broker Dealer business function which involved creating and embedding the business strategies, reporting functions and fee structures. I provided the leadership and governance during periods of absence from the CEO, and maintained the securities database.

My objective now is to seek the opportunity to utilise my aforementioned competencies whilst developing my knowledge and skill-set further. 
 

Professional History

Consultant | Operations Department | Rolling Fixed Term Contract 

Credit Suisse | Deloitte | Bahamas                                                                                      Jul 2022 to Oct 2023  

• Responsible for performing daily cash and positional reconciliations which include SWAPS, counterparty, front office, back office, Nostro, safekeeping accounts, money market and foreign exchange (FOREX)
• Collaborating in the delivery of departmental projects  
• Reviewing and updating manual cash statements 
• Producing break reports for MT950, depot and overdrawn accounts 

Registered Transfer Agent (RTA) | Front Office Department | Fixed Term Contract

Credit Suisse | Deloitte | Bahamas                                                                                          Apr 2022 to Jun 2022  

• Appointed to support the client re-papering project to ensure of complete compliance 
• Performing an extensive review across all accounts 
• Ensuring that client regulatory obligations were being delivered and identifying any legal deficiencies 
• Working closely with the Bahamas Department Manager to bring all accounts up to date  

Achievements

• Managed the assigned section of the project within three months 

Head of Data Management | Fixed Term Contract

Bahamas Design Centre (BDC) | Bahamas                                                                            Jan 2021 to Jan 2022  

• Managing the data migration to an online environment including Shopify
• Liaising with Chief Executive Officer (CEO) and a large cohort of suppliers 
• Evaluating the business inventory and preparing the product portfolio for migration to online sales 

Achievements 

• Successfully migrated the complete sales business to online platforms 

Private Banker 

LOM Ltd | Bahamas                                                                                                                Oct 2019 to May 2020

• Establishing strong professional relationships and open lines of communications with clients 
• Processing the onboarding procedures for a portfolio of Latin American (LATAM) clients 
• Utilising a personal network of LATAM connections to acquire new accounts 

Achievements 

• Began the onboarding of new clients

Senior Project Manager | Fiduciary Department | Fixed Term Contract 

Ansbacher Ltd | Bahamas                                                                                                       Feb 2019 to Oct 2019

• Assisting the Head of Fiduciary in the delivery of a wide range of projects 
• Managing the reorganisation of data and client trust accounts 

Achievements 

• Delivered the project two months ahead of the stipulated deadline 

Head of Assistant’s Desk 

Octogone Fund Management | Bahamas                                                                               Mar 2018 to Oct 2018

• Leading the daily operations of a team of Advisor Assistants 
• Accountable for the monitoring and processing of market order receipts and clients’ instructions 
• Responsible for the cash management of client accounts 
• Processing FX trades and sales orders to ensure that all required balances were maintained 
• Investigating and resolving any compliance issues or risks 
• Conducting the opening and administration of new accounts 
• Performing periodic cash and security reconciliations between the business and numerous custodians 
• Absorbing additional responsibilities during periods of absence from the Chief Executive Officer (CEO)

Client Relationship Officer | Broker Dealer | Independent Asset Management (IAM) Business 

Global Private Portfolio Management | Bahamas                                                                  Nov 2013 to Mar 2018   

• Supporting the development and growth of the brand new Broker Dealer business 
• Creating business strategies and fee structures
• Processing market order receipts 
• Making sure all client instructions were efficiently and effectively processed 
• Conducting daily and weekly cash and security reconciliations 
• Efficiently responding to all enquiries 
• Ensuring the securities database was current and correct 
• Recording daily securities, pricing, financial exchange (FX) rates, dividends, coupon payments and corporate actions 
• Facilitating the leadership and governance during CEO absences 

Achievements 

• Vital contributor in the launch of the Broker Dealer business and the development of fee structures, system testing, client reporting and reconciliation procedures 

Bachelor Of Science Political Science