Erik Meijerman
About
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Wealth Specialist Private and Business Bank
Dublin, County Dublin, Ireland
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Full-time jobs
Résumé
Jobs
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- SFinancial Planner | Advisory PartnerSproutPlans | Starboard FinancialJul 2023 - Current (3 years 4 months)
- SSpecialist Advice Manager Private and Business BankJan 2016 - Jul 2023 (7 years 7 months)
- FFinancial PlannerMar 2014 - Dec 2016 (2 years 10 months)o Manage Financial Planning for Private Clients; Portfolio Management and Active Trading desk o Leading planner in financial planning revenue generation, compliance and lead conversion o Lead coach on training Portfolio Management and Active Training Desk o Initiator of Financial Planning Report to drive financial planning income and increase FUM
Senior Manager Private Banking and Financial PlanningDanske BankOct 2012 - Feb 2014 (1 year 5 months)o Manage portfolio of Private Clients with large deposits o Lead MiFID4 non-standard specialised advice for Private Banking and Personal Banking teams o Coaching and guidance of staff on investments, SSAPs and complex life cases- Head of Wealth SalesDanske BankJun 2010 - Oct 2012 (2 years 5 months)o Lead National team of 6 Financial Planning Managers to maximise sales opportunities o Liaison of wealth-related issued across the departments o Coach and manage team leaders in personal banking in wealth-related solutions
- Wealth Manager National Irish BankDanske BankJan 2008 - Aug 2010 (2 years 8 months)Needs analysis, advice and compliant implementation of bespoke investment strategies, retirement and protection planning for personal and business clients
- FFinancial Planning ManagerJan 2004 - Jan 2007 (3 years 1 month)Advise commercial and retail UB customers on Financial Services, including family financial planning, retirement Planning, Keyman, Income protection, Savings and Investments, through product and companies matrix
- FFinancial ConsultantJan 2003 - Jan 2004 (1 year 1 month)Bancassurance sales and relationship management
- Account DirectorICANJan 2000 - Jan 2003 (3 years 1 month)Advise Government, Education and Financial sectors on e-Marketing strategies
- Sales and Public Relations ManagerGatewayJan 1996 - Jan 2000 (4 years 1 month)Responsible for all on- and offline PR activities in IE and UK markets, including management of PR agencies in Dublin and London. Started with selling IT solutions to business and consumer segments in the Benelux markets.
- SSomelierJan 1990 - Jan 1995 (5 years 1 month)
Education
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- IInstitute of Bankers Ireland — Registered Stockbroking ExamsInstitute of Bankers Ireland2016
- University College Dublin — Master's Degree, Financial ServicesUniversity College DublinJan 2012 - Dec 2013 (2 years)Honours 2.1
- IInstitute of Bankers Ireland — Post-Grad, Financial PlanningInstitute of Bankers IrelandJan 2011 - Dec 2012 (2 years)Honours 2.1
- LLIA Association of Financial Services — SIA, FLIA, QFALIA Association of Financial ServicesJan 2003 - Dec 2007 (5 years)
- Zuyd University of Applied Sciences — Bachelor's degree, Hoge Hotelschool MaastrichtZuyd University of Applied SciencesJan 1984 - Dec 1988 (5 years)