Jeremy Greenwood

Senior Director, Private Clients

Jeremy joined 7IM in 2014 and, throughout his 20-year career in financial services, has established strong relationships with his clients by taking the time to understand what is important to them and construct a personal long-term financial plan.

7 Questions with Jeremy

1. How did you get into wealth management?

I left school at 16 and went straight into a high street bank where I continued my education completing banking exams. Through interaction with customers I realised I really enjoyed helping people with their finances and my progression towards Wealth Management began. I was encouraged by a great manager I had at the time who saw the potential in me to do better than process cheques and file statements!

2. What’s the biggest highlight of your career in wealth management?

I have had some client relationships for over 20 years and it is a privilege to not just manage their investments but to really get to know them and their families. Recently, the daughter and her husband of one of my longest lasting relationships became clients when they sold a business, becoming one of my largest clients.

3. What do you find most rewarding about managing people’s wealth?

The long-term relationships I have developed with my clients. I also find the consultative process of breaking down what a client is trying to achieve and why that is important – often I like to challenge their thinking to bring a different perspective.

4. What’s the worst non-financial investment you’ve made?

I bought a HiFi on credit when I was 18 which taught me not to borrow money for superfluous trinkets.

5. If you could pick one financial habit for everyone to have, what would it be?

Ignore the pressures of the trappings of wealth and learn how the compounding effect of returns works.

6. How much from your personal experience do you translate into advice for clients?

I grew up in a comfortable but not wealthy environment. I worked in my father’s small business from an early age and quickly understood the value of money and the importance of good service. I know how hard it is to build capital and the pressure to do the best you can with it for both yourself and your family. I also understand the importance of communication, especially at times of stress.

7. What do you think is the most important skill to have as a wealth manager?

Communication. A wealth manager needs to be able to ask questions and speak little.