Senior Private Banker
James joined the Nedbank Private Wealth team in 2023 as a senior private banker working closely with our high net worth private and corporate clients. Having worked in wealth management on the Isle of Man for over 17 years in a professional capacity, James’ experience in wealth management and his knowledge of the professional market on the Isle of Man is instrumental in supporting our existing private clients and growing our business further.
Prior to joining, James worked for an international retail bank where he held various roles, including senior financial planning manager, premier relationship manager and, most recently, area director for the bank’s premier banking and wealth management business.
James holds professional qualifications with both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment, and has been awarded the designation of Chartered Financial Planner with the CII.