Chioma Melanie Patrick

Financial Planning Specialist (director) at Coutts

Chioma Melanie Patrick has a diverse work experience spanning over 15 years. Chioma Melanie is currently employed at Coutts, where they hold the position of Financial Planning Specialist (Director), having started in April 2023. Prior to this, they served as Financial Planning Specialist (Associate Director) from April 2020 to April 2023, and as Financial Planning Specialist (Senior Associate) from June 2018 to April 2020. Their journey at Coutts began in May 2016 when they started as a Wealth Analyst (Associate) and held this role until June 2018.

Before joining Coutts, Chioma worked at NatWest Group. Starting in June 2012, they initially served as a Personal Mortgage Advisor until March 2015. Chioma Melanie then transitioned into the role of Specialist Finance Advice Manager, where they provided holistic advice to high net worth clients regarding retirement, protection, investment, and taxation needs. Chioma's tenure at NatWest Group concluded in May 2016.

Prior to their tenure at NatWest Group, Chioma gained experience as a Mortgage Consultant at Countrywide Mortgage Services from July 2010 to June 2012. Their career began at Reed Business Information in October 2008 as a Sales Executive, a role they held until July 2010.

Overall, Chioma Melanie Patrick has a strong background in financial planning and wealth management, with expertise in mortgage advisory and sales.

Chioma Melanie Patrick attended The London School of Economics and Political Science (LSE) from 2005 to 2008. Chioma Melanie obtained a BSc degree in Business Mathematics and Statistics during their time at LSE. In addition to their degree, they have acquired several certifications including Private Client Investment Advice Management from the Chartered Institute for Securities & Investment in 2017, Level 4 Diploma for Financial Advisers from the Institute of Financial Services in 2014, Level 3 Certificate in Mortgage Advice and Practice from the Institute of Financial Services in 2012, and Level 3 Certificate in Investments (Securities) from the Chartered Institute for Securities & Investment (CISI) in November 2009.

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Timeline

  • Financial Planning Specialist (director)

    April, 2023 - present

  • Financial Planning Specialist (associate Director)

    April, 2020

  • Financial Planning Specialist (senior Associate)

    June, 2018

  • Wealth Analyst (associate)

    May, 2016

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