Neal Jacobs

I have extensive experience in delivering and maintaining relationships with clients, advisors, stockbrokers, institutional and the intermediary channel in terms of funds platform offering. Always looking at ways to improve efficiencies with an exceptional client service approach. Partner with portfolio managers, advisors and clients to help them achieve their investment goals by delivering the best financial planning outcome for their clients. I am multi-skilled in all aspects of the funds platform, transactional oversight and complex funds and operations escalations and resolutions, CRM systems, deceased estates, client services and operational processes, with a track record in building long term partnerships with financial advisors as their clients’ needs preferences change. Consistent client services track record in the funds platform and product services in the Luxemburg, Guernsey, UK, and South Africa and American funds markets.

Skills:

SWIFT, Foreign Exchange Protocols , OTC, ETF’s, Operational On-boarding processes, KYC, Global Fund Strategic Marketing operations, CRM Integration data, Retail and Institutional Client Services, Model Portfolio Analysis, IRR, SIPPS, ISA, Platform and Fund Fee Structures, STP and Robotic transactional processes, Transfer Agent and Administrator SLA Oversight, Share-portfolios, OEIC, KiiD, ACD due diligence fund regulation.

·       Corporate Client Engagement, Fund Wrappers which includes Equity Share Portfolios allocation and transfers , Pension Funds, Offshore Investment, New Client On-boarding, and client  investment lifecycle

·       High degree of accuracy and exceptional attention to detail, Proactive internal and external relationship building,

I have extensive experience in delivering and maintaining relationships with clients, advisors, stockbrokers, institutional and the intermediary channel in terms of funds platform offering. Always looking at ways to improve efficiencies with an exceptional client service approach. Partner with portfolio managers, advisors and clients to help them achieve their investment goals by delivering the best financial planning outcome for their clients. I am multi-skilled in all aspects of the funds platform, transactional oversight and complex funds and operations escalations and resolutions, CRM systems, deceased estates, client services and operational processes, with a track record in building long term partnerships with financial advisors as their clients’ needs preferences change. Consistent client services track record in the funds platform and product services in the Luxemburg, Guernsey, UK, and South Africa and American funds markets.

Skills:

SWIFT, Foreign Exchange Protocols , OTC, ETF’s, Operational On-boarding processes, KYC, Global Fund Strategic Marketing operations, CRM Integration data, Retail and Institutional Client Services, Model Portfolio Analysis, IRR, SIPPS, ISA, Platform and Fund Fee Structures, STP and Robotic transactional processes, Transfer Agent and Administrator SLA Oversight, Share-portfolios, OEIC, KiiD, ACD due diligence fund regulation.

·       Corporate Client Engagement, Fund Wrappers which includes Equity Share Portfolios allocation and transfers , Pension Funds, Offshore Investment, New Client On-boarding, and client  investment lifecycle

·       High degree of accuracy and exceptional attention to detail, Proactive internal and external relationship building,

Education

MBA

Management Advancement Program