Claire Welburn Dipcii
About Claire Welburn Dipcii
Claire Welburn is a Regulated Premier Relationship Manager at HSBC, where she has worked since 2014, specializing in financial advisory services for high net worth clients. She holds a Bachelor of Arts in Marketing and Business Management from Teesside University and has previous experience as a Graduate Sales Manager at Arcadia Group Ltd.
Work at HSBC
Claire Welburn has been employed at HSBC since 2006, serving in various capacities. She currently holds the position of Regulated Premier Relationship Manager, a role she has occupied since 2014. In this capacity, she provides financial advisory services specifically tailored for high net worth clients. Her expertise includes a focus on inheritance tax planning and a holistic approach to financial planning, which encompasses investments, pensions, and protection strategies. Prior to her current role, she served as a Commercial Premier Manager for eight years.
Education and Expertise
Claire Welburn studied at Teesside University from 1998 to 2000, where she earned a Bachelor of Arts degree in Marketing and Business Management. In addition to her undergraduate education, she pursued further studies at The Chartered Institute of Insurance in 2013. This educational background supports her extensive experience in financial services, particularly in providing tailored financial solutions for high net worth individuals.
Background
Before joining HSBC, Claire Welburn worked at Arcadia Group Ltd as a Graduate Sales Manager from 2004 to 2006. This role provided her with foundational experience in sales and client management, which she has since applied in her financial advisory career. Her transition into the financial sector has allowed her to specialize in services that cater to affluent clients.
Achievements
Throughout her career at HSBC, Claire Welburn has been integral to the Premier division, which focuses on high net worth individuals. Her role involves advising clients on complex financial matters, including inheritance tax planning. Claire's commitment to a holistic approach in financial planning has positioned her as a trusted advisor within the organization.