Rhys Lloyd
Manly
Summary
Dynamic and results-oriented professional with a strong background in economics, finance, and strategic analysis. Leveraging a Second-Class Honours Division One degree in Economics from Cardiff University and advanced certifications from CISI and CII, I bring a unique blend of analytical thinking and practical experience to drive organisational success.
At Royal Bank of Canada, I managed £100m+ in discretionary portfolios and contributed to the management of £1.3bn in assets, demonstrating my ability to handle complex financial data and make strategic decisions. This experience, combined with my analytical skills and strategic mindset, positions me to deliver impactful solutions that drive organizational growth and efficiency.
Overview
12
12
years of professional experience
Work History
Client Experience Manager
Griffin Financial Services
08.2024 - Current
- Conducted in-depth analyses of current systems and structures to identify business gaps and opportunities for improvement
- Implemented strategic business software to improve operational efficiency and profitability
- Streamlined processes and workflows to enhance operational efficiency and productivity
- Implemented change management initiatives to ensure smooth adoption of new business processes and systems
- Developed and implemented comprehensive strategies to optimise customer experience and satisfaction while maximising the efficient use of organisation resources
- Led cross-functional teams to streamline processes and enhance overall business performance
- Reviewed internal systems and organised training plans to address areas in need of improvement.
- Onboarded new clients through established sales and implementation cycle.
- Managed, measured, tracked and resolved customer issues to achieve timely resolutions.
Investment Management Assistant
Royal Bank of Canada
01.2019 - 01.2024
- Provided expert advice on investment strategies and portfolio management to optimise client returns and minimise risk
- Conducted comprehensive financial analyses to identify areas of inefficiency and potential cost savings for clients’ organisations
- Created detailed financial models and forecasts to assist companies and Trusts in long-term planning and resource allocation
- Designed and delivered presentations to senior management on complex financial concepts and recommended solutions
- Conducted market research and competitor analysis to identify growth opportunities and potential threats
- Created and implemented key performance indicators (KPIs) and metrics to evaluate and track the effectiveness of the organisation’s portfolios.
- Reviewed internal systems and organised training plans to address areas in need of improvement.
- Compiled research data and gave professional presentations to accountants and solicitors highlighting finds and recommending optimisations
Trainee Financial Planner
SIP Wealth Management
01.2018 - 01.2019
- Streamlined the distribution of documents and risk questionnaires by transitioning from traditional postal methods to electronic delivery via direct links to software, enhancing efficiency and reducing turnaround time
- Utilised data analytics tools to generate actionable insights and support evidence-based decision making
- Gathered and analysed historical financial data, documented cash inflows and outflows, and developed comprehensive cash flow forecasting models to assess Business’ and Trust’s liquidity, identify potential shortfalls, and support strategic decision-making
- Produced detailed and relevant reports for use in making business decisions
- Developed strong communication and organisational skills through working on group projects
- Gained extensive knowledge in data entry, analysis and reporting
- Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making
Waiter/Bartender/Events Team
Wesley House
01.2015 - 01.2016
- Worked in a challenging and fast paced environment, ensuring exceptional customer service
- Assisted in the planning and execution of various events, that included luxury weddings
- Effectively managing logistics and resources to ensure seamless operations and client satisfaction, showcasing strong organisational skills.
- Independently managed bars and was a waiter as part of a large team at prestigious events
Warehouse Operative
Gap Personnel
01.2015 - 01.2016
- Supported the implementation of new inventory management systems, adapting quickly to technological changes
- Assisted in identifying and implementing process improvements to enhance warehouse efficiency and productivity
- Contributed to the development of standard operating procedures (SOPs) to ensure consistency and quality in warehouse operations
Sales Advisor
Suit Direct
01.2013 - 01.2015
- Provided bespoke customer service
- Measured and fitted customers into suitable products
- Continuously exceeded sales targets on a commission-based salary
- Developed strong relationships with clients and guests, actively listening to their needs and preferences to tailor services, thereby improving overall customer satisfaction and loyalty
Waiter/Events Team
CaterCater
01.2013 - 01.2015
- Communicated with kitchen staff to enable accurate food preparation
- Worked collaboratively with diverse teams to execute complex events, showcasing strong communication skills and the ability to adapt to changing circumstances.
- Demonstrated resilience by quickly addressing unexpected challenges during events, employing critical thinking to implement effective solutions that maintained service quality
Education
A-Levels - Economics (A), Physical Education (A), Mathematics (B) (A at AS), Physics (C)
Sir Thomas Rich's Grammar School
Investment Banking: Financial Analysis & Valuation - undefined
University Of Illinois
01.2024
Investment Advice Diploma - undefined
Chartered Institute for Securities & Investments (CISI)
01.2022
Diploma in regulated financial planning - undefined
Chartered Insurance Institute (CII)
01.2021
BSc - Economics
Cardiff University
01.2018
Skills
- Cash flow forecasting
- Portfolio Management
- Financial Modelling
- Report Writing
- Fundamental Analysis
- Risk Management
- Communication
- Problem Solving
- Critical Thinking
Professional Development
- Brewin Dolphin's Emerging Talent Programme, Royal Bank of Canada, 2020-2021
- St John's Ambulance Health & Safety Course, 2021
- Trevor Neil's Technical Analysis Surgeries, Royal Bank of Canada, 2019-2024
- Responsible Service of Alcohol (RSA), New South Wales, 2024
Timeline
Client Experience Manager
Griffin Financial Services
08.2024 - Current
Investment Management Assistant
Royal Bank of Canada
01.2019 - 01.2024
Trainee Financial Planner
SIP Wealth Management
01.2018 - 01.2019
Waiter/Bartender/Events Team
Wesley House
01.2015 - 01.2016
Warehouse Operative
Gap Personnel
01.2015 - 01.2016
Sales Advisor
Suit Direct
01.2013 - 01.2015
Waiter/Events Team
CaterCater
01.2013 - 01.2015
Investment Banking: Financial Analysis & Valuation - undefined
University Of Illinois
Investment Advice Diploma - undefined
Chartered Institute for Securities & Investments (CISI)
Diploma in regulated financial planning - undefined
Chartered Insurance Institute (CII)
A-Levels - Economics (A), Physical Education (A), Mathematics (B) (A at AS), Physics (C)
Sir Thomas Rich's Grammar School
BSc - Economics
Cardiff University
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