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Julie Reilly

Business Development Director - Northern Ireland & Isle of Man at Investec Wealth & Investment UK

Julie Reilly is the Business Development Director in Northern Ireland at Investec Wealth & Investment UK. She excels in developing relationships with Financial Intermediaries, understanding clients' investment objectives, and providing tailored planning ideas. Julie divides her time between running face-to-face meetings, presentations, client meetings, webinars, and events in Northern Ireland and the Isle of Man.

At Investec Wealth & Investment, Julie collaborates with a team of 7 local Investment Managers in Belfast to raise awareness of the company's offerings, including Bespoke DFM, AIM IHT Portfolio service, MPS on Platforms, Structured Product Service, and Banking Services like Portfolio Lending and FX. Investec Wealth & Investment is known for its exceptional service, bespoke investment strategies, and distinctive performance.

Julie's professional journey includes roles as a Former Business Development Manager at At Home, Octopus Investments, and as a Regional Sales Manager at Novia Financial. She also served as an Executive Consultant at Zurich Intermediary Group and started her career as a Financial Adviser at Allied Dunbar, where she held various roles for over 9 years. She received her education at Princess Gardens School.

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Location

Belfast, Northern Ireland, United Kingdom