James Swan

James Swan is a seasoned financial professional with extensive experience in product management and client services within the financial sector. Currently serving as Senior Product Manager for nabtrade since July 2016, James is responsible for enhancing the investment product suite and supporting the development of offerings for NAB Private Wealth. Previously, James held multiple roles at HSBC Securities Services, including Manager of eChannels & Product, where responsibilities included managing eChannels offerings, implementing new business initiatives, and overseeing a substantial domestic portfolio. James's career includes various positions in client services and operations across leading financial institutions, with a strong foundation in managing relationships and delivering exceptional client service. James holds diplomas in Financial Markets and Custody from Financial Education Professionals and has completed RG 146 through Kaplan Professional.