Matthew Sturgess

Energizer
DISC Type : I

Associate Client Management at RBC Wealth Management

London Area, United Kingdom

Overview

Matthew Sturgess is an Associate in Client Management at RBC Wealth Management. Leveraging skills from a background in hospitality management, he focuses on delivering a high level of service and building strong client relationships. He holds a Bachelor of Science from the University of Sussex.

He successfully transitioned his career from bar and hospitality management into the financial services sector with a leading wealth management firm.

Personality Overview

Imaginative

Full Of Energy

Big Picture Person

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Client Management
His current role is Associate Client Management at RBC, where he is responsible for maintaining and building strong customer relationships.
Wealth Management
Works within RBC Wealth Management, indicating a core professional focus on financial services and wealth advisory for clients.
Customer Experience
His background in hospitality management involved overseeing operations to ensure the best service experience, a skill transferable to his current financial role.

Media Appearances

Matthew has no verified media appearances

Work History

2-2023
Associate Client Management at RBC Wealth Management
10-2022 - 12-2022
Bar Supervisor at Daisy Green
7-2022 - 12-2022
Bartender at Daisy Green
9-2021 - 2-2022
Bartender at THE WYCH ELM KINGSTON LIMITED
6-2018 - 9-2018
Bar Waiter at Pearmain Pubs Ltd

Education

9-2017 - 7-2021
Bachelor of Science - BS from University of Sussex
9-2015 - 7-2017
A- Levels from Esher Sixth Form College

More Information

Social Presence :

Prographics :

Exp : 5 Location : London Area, United Kingdom Job Level : N/A Designation : Associate Client Management at RBC Wealth Management
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Do some small talk, ask them how things are going on their side
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Matthew

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Matthew take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Matthew

Personality Compatibility


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