Jonathan Hassan

Enthusiast
DISC Type : i

Client Relationship Manager at Bank J. Safra Sarasin Ltd

Gibraltar

Overview

Jonathan Hassan is a Director and Senior Client Relationship Manager at Bank J. Safra Sarasin in Gibraltar. With a background in management studies from the University of Leeds, he has built an extensive career in private banking, including a previous role as a Relationship Manager at Lombard Odier.

He is an active member of Gibraltars financial community, serving as a committee member for the Gibraltar Association of Stockbrokers and Investment Managers (GASIM).

Personality Overview

Optimistic

Consensus Focused

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Private Banking
His entire senior career, including roles at Bank J. Safra Sarasin and Lombard Odier, has been focused on private banking for high-net-worth individuals.
Gibraltar Finance
Serves on the committee of the Gibraltar Association of Stockbrokers and Investment Managers (GASIM), showing deep involvement in the local financial sector.
Wealth Management
As a Senior Client Relationship Manager, his expertise lies in managing and growing the wealth of private clients.

Media Appearances

Jonathan has no verified media appearances

Work History

9-2017
Client Relationship Manager at Bank J. Safra Sarasin Ltd
8-2010 - 9-2017
Relationship Manager at Lombard Odier
10-2006 - 8-2010
- at Ferrous Metal Company
2004 - 2005
Marketing at International trust Limited

Education

1999 - 2003
Management Studies from University of Leeds
1990 - 1996
Education details unavailable from Bayside Comprehensive School

More Information

Social Presence :

Prographics :

Exp : 21 Location : Gibraltar Job Level : Middle Designation : Client Relationship Manager at Bank J. Safra Sarasin Ltd
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Jonathan

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Jonathan take some risk or not?

  • They can take some low-probability risks if needed.

You And Jonathan

Personality Compatibility


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