1. Robert Darling Chartered MCSI
20 Elginhaugh Gardens
Eskbank
Dalkeith
Midlothian
EH22 3GZ
T: 0131 629 7376
M: 0776 432 4734
E: darling1@me.com
Self starting, enthusiastic and confident Senior Investment Professional with a thorough
understanding of the financial services market. A proven track record of achieving challenging
business objectives and fostering productive, long term business relationships
Key Competencies
Strong leader – fully understands the power of the team and what it takes to engage with
colleagues and get things done. A believer in playing to strengths whilst working on
development plans thus ensuring everyone feels that they are participating.
Relationship Management – ability to understand the values and vision of the client and to
provide an engaging and professional response to their needs. Ability to build rapport and long
lasting, trusting relationships with staff, colleagues and clients.
Account Management - accurately assesses client need. Work systematically and proactively to
fulfil mutually beneficial business opportunities. Pursues opportunities tenaciously.
Persuasive Communication – communicates confidently with all levels of the organisation and
its clients. Listens to clients needs and disseminates information clearly. Expresses ideas and
facts persuasively and convincingly.
Creative – curious, creative, imaginative with lots of business ideas. Resourceful problem solver
willing to constructively challenge the status quo in pursuit of improvements in organisational
productivity and efficiently. Enjoys variety and change.
Strategic Awareness – aware of the bigger picture. Appreciate the wider implications of actions
and able to anticipate future market developments.
Team Orientation – enthusiastic about working with others in a group setting and about sharing
expertise. Gets along well with others, receptive to the contribution of others.

2. Career Progression
Standard Life Wealth Limited
Senior Business Development Manager Jan 2014 to Present
• Responsible for harnessing strong durable relationships with IFA’s, Professional
Partners and Private Banks
• Motivate and measure the activity of the Portfolio Managers to ensure we take the
opportunity to get a deeper relationship with key introducers
• Design and implement a successful business plan with a view to achieving the
ambitious annual expectation of £1.3bn
• Build and implement an operational framework to drive activity an business flows to
increase market share for Standard Life Wealth in a very competitive market
• Operational management of a team of Senior Portfolio Managers ensuring activity
levels are high and engagement with distribution is consistent
• Engage with senior management from across the wider business to ensure there is a
common understanding of our proposition and scalability
• Fully engage with the senior management and planners of the Standard Life owned
1825 business
• Actively involved in the designing and delivery of Standard Life Wealth’s digital
capability
• Delivered £85m new business growth into Edinburgh office in 2015
• Year to date 2016 new asset flow of £81.5m and £160m 2016 YTD
• Through focused activity asset flow into the Managed Portfolio Service has risen from
£11m in 2014 to £41m in 2015 to over £100m in 2016 YTD
• Year to date asset flow is £125m
Senior Client Portfolio Manager Jun 2011 to Dec 2013
• Joined as a Client Portfolio Manager with the task to grow the Edinburgh Office and
increase AUM
• Retained CF30 status to work with Intermediaries and their clients helping them
understand our investment philosophy and proposition
• Capitalised on my broad IFA network in the Edinburgh and Glasgow area
• I have grown my AUM from zero to £85m in 24 months
• Promoted to Senior Client Portfolio Manager in March 2012.
• Successfully attained CISI Investment Advice Diploma (Derivatives) first time
• Key role within Edinburgh office with the acquisition of Newton Private Clients
• Supporting role with pitch for potential £150m deal with a large retail bank
• Developed a lot of key relationships both within SL and in the market

3. Standard Life Client Management Limited
Private Client Manager Feb 2008 to Jun 2011
• Top Producing PCM for 2011 with over £1.2m ape secured on the backdrop of a
£500,000 ape target
• Secured position on 2011 incentive trip to Istanbul
• Turned Northern Ireland into a profitable business area from making a loss and
removing permanent 2 full time consultants from this territory
• Top earning PCM in the UK
• £23m funds under management from a standing start in Feb 2008
• Successful and experienced multi asset portfolio manager
• One of only 4 Advisers to write in excess of £1m ape in 2008
• Exceeded my personal target for 2008, with having started to write business in April
following an initial training period
• Achieved competent adviser status after 6 months in operation
• Won a place on the annual incentive trip to Antigua in 2009 for being best new start
• Successfully attained my income drawdown licence
• Instrumental in identifying business opportunities across the different distribution
channels in Standard Life Client Management Limited
• Only Consultant to be awarded a performance bonus for 2008 in the region
• Successfully set up Edinburgh Investment Club and run regular lunch time meetings
Friends Provident Life and Pensions Limited
Senior Corporate IFA Consultant Oct 2007 to Feb 2008
• Managed a high profile panel of IFA’s with the responsibility of developing corporate
business opportunities
• Successfully exceeded a challenging target that accounted for 20% of the total office
target
• Developed and implemented a successful contact strategy to ensure that my designated
IFA Firms see Friends Provident as their provider of choice
Senior IFA Consultant Jul 2006 to Oct 2007
• Managed an Edinburgh city centre panel of IFA accounts with various background and
business focus
• After three months in the position I was the top producing Consultant in the office
• Successfully wrote pro-rata target for 2006
• Through robust account management principles I built up very strong relationships with
key IFA firms with varying business focus
• Annual target for 2007 of £4.5m ape was written by Sept leaving three months to
generate further business opportunities
• I was consistently top producing consultant in the region as well as being in the top
five nationally

4. Standard Life Assurance Company
Senior Business Development Manager Feb 2005 to Jun 2006
• Successfully managed a team of 5 national sales consultants each with a significant
individual notional target
• Increased productivity from circa £750,000 to £2,500.000 per head over a 12 month
period
• Active in securing new, large corporate opportunities for Standard Life, for example
Dundas and Wilson, Iceland, Coca-Cola
• Worked with the team to develop individual challenging targets, coaching team
members to develop their skill sets and exceed expectations
• Worked cross functionally to build up business relationships resulting in new business
enquiries and raising awareness of the teams function
• Monitored teams performance against stretching financial targets, reviewing an revising
plans as required
Corporate Pension Account Consultant July 2002 to Feb 2005
• Successfully secured a position on the overseas incentive trip after a significant
contribution to the team and exceeding target
• Designed and implemented robust business securing processes that increased team
profitability
• I secured £232,000 ape of AVC and concurrent stakeholder business in first full year of
operation, as well as generating successful leads for the Wealth Management Division
• Attained competent adviser status
• Built up a significant client base very quickly
Project Manager – Direct Customer Division Strategy Mar 200 to July 2002
• Redeveloped Corporate Sales Process to encourage product/market diversity
• Designed and commissioned the development of point of sale software
• Successfully negotiated and secured two secondments from the field to support
development work
• Effectively managed the project plan, resource and budget to successfully deliver the
project on time
• Developed the concept of seminar selling for the Wealth Management Distribution arm
Business Analyst Apr 1997 to Mar 2000
• Developed pension products and sales marketing literature for Direct Customer division
• Represented the area of a lot of high profile cross divisional projects
• Promoted to Senior Business Analyst following consistently good performance

5. Sales Quality Controller Mar 1996 to Apr 1997
• Successfully managed the business risk for allotted business centres
• Built up a thorough understanding compliance and risk management and regulated
sales processes
• Coached colleagues to adapt a more positive mindset when conducting business
monitoring
• Challenged the need for documentation guidelines and successfully removed them from
the operation
• Managed high profile relationships with business centres, regional and members of the
executive
Accelerated Management Development Programme Mar 1994 to Mar 1996
• Successfully promoted onto a rapid development programme which consisted of a series
of placements over a two year period
Customer Service Representative Mar 1992 to Mar 1994
• Built up an understanding of the Life Assurance industry and the different distribution
channels
• Led a small team to investigate and reduce unallocated monies held in suspense
accounts
Trustee Savings Bank plc Oct 1989 to Mar 1992
• Promoted to Dealer Support Analyst in International Division
• Operated as a customer facing Teller responsible for generating leads and referrals for
branch adviser
Professional Qualifications and Training
FPC 1,2,3
CF9 Pension Simplification
J06 Investment Principles, Markets and Environment
J02 Trusts
J05 Pension Income Options
J01 Taxation
G60 Pensions
Diploma in Financial Services attained
CISI Investment Advice Diploma Attained – Chartered MCSI
FSA Regulation and Professional Integrity / Derivatives / Investment risk and Taxation
Sales training
Winning presentations

6. Spin selling
Contribution management
Performance management
Account management
Positive language
Influencing the business
Report writing
Personal Details
Hobbies and interests: play golf (Craigielaw, 11 Handicap) Gym, Reading (autobiographies),
personal development, fiction)
Date of birth: 30th
January 1972
Marital status: Married, 2 children (daughters)
Driving licence: Full, clean UK licence

7. Spin selling
Contribution management
Performance management
Account management
Positive language
Influencing the business
Report writing
Personal Details
Hobbies and interests: play golf (Craigielaw, 11 Handicap) Gym, Reading (autobiographies),
personal development, fiction)
Date of birth: 30th
January 1972
Marital status: Married, 2 children (daughters)
Driving licence: Full, clean UK licence