Umesh Patel
About Umesh Patel
Umesh Patel is an Analyst at HSBC in Edinburgh, Scotland, where he has worked since 2021. He has a background in client advisory roles at RBS and NatWest, and he specializes in managing requests for proposals and due diligence for HSBC clients.
Work at HSBC
Umesh Patel has been employed at HSBC as an Analyst since 2021. He is based in Edinburgh, Scotland, United Kingdom. In his role, he specializes in completing requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs) for clients within the Global Custody division. He utilizes the Qvidian database extensively to source client requests, demonstrating his proficiency in managing client-related documentation and inquiries.
Previous Experience at RBS
Prior to his tenure at HSBC, Umesh Patel worked at RBS for a total of seven years, from 2008 to 2015. He held the position of Customer/Client Advisor and Deputy Team Leader in Birmingham, United Kingdom. During this time, he gained valuable experience in client relations and team leadership. He also served as a Subject Matter Expert (SME) in the Future Williams & Glyn Team for a six-month period in 2015 in Manchester, England.
Experience at NatWest
Umesh Patel worked at NatWest from 2016 to 2019 as a Mortgage Advice and Protection Specialist. His role involved providing clients with mortgage advice and protection solutions in Birmingham, England. This position contributed to his extensive knowledge in financial services and client advisory roles.
Education and Expertise
Umesh Patel studied at Birmingham City University, where he earned a Bachelor of Arts (BA) degree. He has developed expertise in using Microsoft Office tools, particularly MS Excel and PowerPoint, which he employs for various professional tasks. His educational background and technical skills support his analytical work in the financial sector.