Senior Private Banking Officer
Katie joined Nedbank Private Wealth in 2018, having previously worked at Barclays Wealth and she has 10 years’ experience working within the banking and financial services industry. Katie is currently leading the Private Banking Support team and plays a key role in providing quality support to the Isle of Man Private Bankers and their high-net-worth personal and corporate clients, focusing on relationship management, lending, investments, and risk.
Katie is a member of the London Institute of Banking & Finance and holds a Certificate in Mortgage Advice and Practice, as well as a Certificate in Retail Banking Conduct of Business. She is currently pursuing the Investment Advice Diploma with the Chartered Institute for Securities & Investment, where she also serves on the Isle of Man Committee.