Margaret Potter

Address: 2 High Beeches, Chelsfield, Kent, BR6 6EFTel: (M) +447954415429email: maggs.potter@gmail.com

Personal Objective _________________________________________________________________________To utilise my extensive sales, account and staff management experience to add value to an organisation by procuring and retaining valued clients, increasing revenues and ensuring a high level reputation of the business exists at all times.

Personal Profile _________________________________________________________________________A experienced Global Relationship Director and Business Developer in Financial Services. Proven success in client retention, business growth and the creative, innovative development of solutions to meet needs of global, complex institutions and organisational goals. Strong team leadership skills generating results through ability to influence, motivate and build trust with local and global teams across multiple geographies. A strong mentor and effective leader creating high performance teams whilst achieving objectives of business rationalisation and transformation to solutions based, client focused business cultures. Ability to negotiate with partners in Europe and US to expand business taking over competing provider services and clients and managing the clean integration into existing business.

Career History __________________________________________________________________________

JPMorgan Asset Management (JPMAM) 2013- 2015 Head of Sovereign, Asia, Insurance and UK Institutional/Pension Client Account Management teams

JPMAM is a leading global asset management group - a subsidiary of the financial company: JPMorgan Chase & Co.In the UK I was responsible for setting and achieving team strategy in line with global business development objectives through strong management of resource & budget whilst maintaining quality service relationships with JPM’s highest profile global 100+ clients.

Achievements:o Key contributor of the new successful Global ‘solutions’ service offering, Defined Contribution pension products and

Insurance client service offering – on-boarding new clients into these services without issue (revenue: $3mn pa)o Project team member that successfully enhanced the client Anti-Money Laundering/Know Your Client process and

implemented new data retention technologyo Reduced accounts receivables by 50% ($5mn) within 6 months of assuming role

Royal Bank of Canada Investor Services (RBCIS) 2005-2013RBCIS provides investment administration, global custody, asset optimisation, fund distribution and financing to institutional investors. Assets under administration (AUA) cU$2.9tn. Operates in 15 jurisdictions; c6000 employees.

Head of Client Management/Executive committee member, Ireland 2009-2013

RBCIS Ireland offers offshore investment administration services to Mutual & Hedge Fund clients, Board Trustees and Consultants. Ensured the strategic direction of business and function met both Board and client objectives acting as the regional relationship owner for key, complex global clients (assets €48+bn; revenue €10+mn) and managing a team of 12 client facing staff. Throughout my tenure in Ireland I successfully managed continuous reorganisation and rationalisation of the Business and Client Management department retaining clients and staff whilst meeting budgets and ongoing business change.

Achievements:o Contributed to significant growth with an increase of 100% (€24bn) AUA; 50%+ increase in revenue (€5mn); input to

global business revenue increase of 15%+ through participation in successful sales drives and presentationso Recognised as top global client team manager 2009 (hosted annual awards trip to Disney Client Service training,

Orlando) by leading team to excel in best-in-class global sales and relationship techniqueso Chosen to be one of twelve global team members to design and implement solutions based, client focussed business

culture o Successfully rationalised resource and business restructure across Irish organisation without negative impact

Director, Relationship Management – UK 2005-2009In 2005 RBCIS UK diversified into providing full Outsource Services to global asset managers and financial institutions which resulted in my ownership for the retention of clients with revenues of £20m+; maximising cross-sell opportunities to upsell with a target of £1m. Success required the development of account plans for all 20 clients and ownership of the delivery of the client requirements by specifically appointed local and global client teams (10-50 people per client team). Approach included ensuring active, consultative, multi-level relationships existed between the business and client base at all levels, analysis of client needs versus product offering, sharing intellectual capital, collating and circulating client feedback on market expectations, product functionality, industry, service needs and organising focussed client events.

Achievements:o Proposed as top Global Relationship Director in 2008o Maintained/increased revenue of highest profile client during service implementation and ongoing buildo Increased major client revenues up to £2mn per client

Bank of New York Mellon, London (BNYM) - Senior Relationship Manager 2000-2005

BNYM is a leading investment services and management company: $27.9tn AUA. In 2000 BNYM London doubled their Investment Management Relationship team to enhance relations with key global asset management groups. Joined the team having extensive network and experience in managing demanding Investment Management clients. Progressed to manage large, strategic global pension/financial institution/UK local authority relationships. Successfully worked with Business Development team and Company Directors on sales programmes incl. pitches, events & marketing materials.

Achievements: o Sales team member winning many high profile clients resulting in increasing revenues by c$10mn

Royal Bank of Scotland (RBS) Global Custody Services - Relationship Manager 1997-2000

Owned fund managers/broker/dealer relationships producing and implementing strategic account plans to maximise revenues and business growth. Contributed to ongoing marketing, sales and product development activities

Achievements:o Renegotiated 14 investment manager/broker/dealer client contracts through business owner change whilst retaining

relationships and revenue levels of c£5mn

Union Bank of Switzerland, London - Head of Issuer Services/Corporate Trust 1987-1997

Business and marketing plan owner for Issuer Services Participation in IPO/Lead Management sales pitches Managed global custody, paying agent, bond rate fixing & depository services team Account Officer for 30 global custody relationships (Private High Net Worth clients) Management responsibilities for bullion/bond/private client vaults

Achievements:o Successfully managed takeover of Bank of America’s paying agency businesso Negotiated paying agency services partnership with First Trust Bank of New Yorko Worked closely with Head of Business to ensure retention of common depositary relationship (revenues of £5mn)

with Cedel S.A. Lux

First National Bank Boston, London Manager, Treasury/Capital markets/Accounts 1982-1987Harrods Private Bank, London Administrator 1982Bank of Ireland, Dublin Administrator 1979-1982

Education and Training _______________________________________________________________MBA specialising in Business and Finance Guildhall University London, HNC & HND in Business and Finance Guildhall University London,

Additional Information ________________________________________________________________ Interests include: Golf (Captain/Treasurer), Travel, Theatre, Reading Charity fundraiser/supporter: Make-a-Wish, Diabetes UK, Saint Vincent de Paul, Save Our Shores,