Thomas Rowell

Sharpshooter
DISC Type : CD

Private Banker at Coutts

Soham, England, United Kingdom

Overview

Thomas Rowell is a private banker with over 14 years of experience in retail and private banking, specializing in tailored financial solutions for high-net-worth clients. He holds a Professional Banker Certificate and the CeMap certification from the London Institute of Banking & Finance.

Colleagues and clients describe him as being thoroughly professional, enthusiastic, and having a caring approach. He is seen as a great team player who is passionate about looking after clients and is always looking for learning and development opportunities.

He is currently actively exploring new career opportunities in private banking or senior client relationship management roles within the Cambridgeshire, London, or Suffolk areas.

Personality Overview

Fast But Analytical

Precise But Practical

ROI Driven

They like to act fast and expect others to do the same.  They are not focused on building rapport and relationships. They like to be in a position where they can control the conversation and terms.

Topics They Care About

HNW Client Management
Has over a decade of experience in client-first relationship management, working with high-net-worth and ultra-high-net-worth individuals and families.
Career Advancement
He is actively seeking a new role in private banking or a senior account director position and is open to networking and discussing new opportunities.
Private Banking
His career has been focused on private and retail banking, with recent roles as a Private Banker and Client Director at Coutts.

Media Appearances

Thomas has no verified media appearances

Work History

6-2021
Private Banker at Coutts
1-2021 - 7-2025
Client Director at Coutts
1-2018 - 6-2021
Premier Banking Manager at NatWest
5-2014 - 12-2018
Senior Personal Banker at NatWest
7-2012 - 3-2014
Customer Service Officer at NatWest

Education

11-2024 - 12-2024
Diploma of Education from LIBF
1-2017 - 9-2017
Diploma of Education from The Chartered Banker Institute

More Information

Social Presence :

Prographics :

Exp : 13 Location : Soham, England, United Kingdom Job Level : N/A Designation : Private Banker at Coutts
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Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Be respectful but crisp
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Thomas

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Thomas move?

  • They can take decisions very fast if you manage to convince them.
  • Can Thomas take some risk or not?

  • The risks don’t matter much to them.

You And Thomas

Personality Compatibility


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