Redcliffe Trainer 204

Vulnerable customer training courses at Redcliffe are led by a specialist with over 20 years of experience in Financial Services and Compliance. He has a solid and successful background in training staff on this subject matter for over two decades.

This seasoned educator and finance expert has a proven track record in compliance, financial crime and regulatory issues. Serving as Head of Education for HSBC across the UK and Europe, our expert delivered compliance programs focused on regulatory requirements and financial crime prevention. His tenure coincided with a period of intensified regulatory oversight, including the bank’s Deferred Prosecution Agreement, during which he played a pivotal role in ensuring adherence to enhanced compliance standards.

Our vulnerable customer training expert has held senior positions in compliance and risk management. He led the Monitoring and Testing program for a UK Wealth Manager and served as Senior Vice President for Global Risk & Compliance Training at a US-based bank. He also worked as an expert at the Financial Conduct Authority (FCA), for rules within the Training & Competence Handbook for the Insurance Firms Division.

This professional's extensive experience across financial services and regulatory bodies gives him a unique perspective on compliance, risk management and the topic in question.

In training staff to deal with vulnerable customers, he leverages his experience to enrich engaging and insightful sessions further.