George Hooper
@georgehooper
Detail-oriented professional in financial services and client relations.
What I'm looking for
I am a detail-oriented and highly organized professional with a strong background in financial services, client relations, and strategic planning. My experience includes managing multiple projects while effectively communicating complex ideas to deliver high-quality client experiences. I have a proven track record in maintaining and optimizing CRM systems to support business development, focusing on data-driven lead generation and automated reporting.
Currently, as an Associate Business Development Manager at The Ingenious Group, I maintain CRM systems and filter investor data to identify optimal leads. I liaise between development and business development teams to ensure the effective use of our CRM system, create metrics reporting, and assist clients with applications related to tax-efficient investment vehicles. My previous roles as an Account Manager and Sales Executive have further honed my skills in managing key accounts, developing sales strategies, and simplifying complex financial information for clients.
My passion lies in creative problem-solving and collaboration, and I am committed to continuous professional development. I thrive in high-pressure environments where precision and efficiency are paramount, and I am eager to leverage my skills to contribute to a dynamic team.
Experience
Work history, roles, and key accomplishments
Associate Business Development Manager
The Ingenious Group
Apr 2024 - Present (1 year 3 months)
Maintained CRM systems, filtering and extracting investor data to identify new and optimal leads. Created and maintained metrics reporting for business development, including automatically generated activity reports.
Account Manager
Stellar Asset Management
Sep 2022 - Apr 2024 (1 year 7 months)
Managed key accounts, including major IFA firms and networks, nurturing those relationships. Developed and executed sales and marketing strategies for investment products.
Sales Executive
LGBR Capital
Dec 2019 - Sep 2022 (2 years 9 months)
Built a client base from the ground up, managing the full sales cycle from cold outreach to ongoing investment. Promoted a suite of financial products and provided tailored investment recommendations.
Purchasing Assistant
The Kelly Group
Aug 2019 - Nov 2019 (3 months)
Processed high volumes of purchasing requests and monthly expenditure reports. Developed proficiency in Microsoft Excel through data analysis and report creation.
Software Tester
Creighton Hooper Ltd
Feb 2017 - Sep 2017 (7 months)
Performed software testing to ensure quality and functionality of applications. Contributed to identifying and reporting bugs to improve product reliability.
Education
Degrees, certifications, and relevant coursework
University of East Anglia
BA Philosophy (Hons), Philosophy
Grade: Upper Second
Studied philosophy at the University of East Anglia, achieving an Upper Second-Class Honours degree. Gained strong analytical and critical thinking skills through rigorous academic study.
d'Overbroeck's College
A Levels, General Studies
Completed A Levels at d'Overbroeck's College. Developed foundational knowledge across various subjects.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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