Experience

BOQ Specialist

• Australia
• Financial Services
• 100 - 200 Employee

• Private Banker

  • Jun 2017 - Present

  As a BOQ Specialist Private Banker, I provide tailored banking solutions to medical, dental and veterinary professionals. This covers transactional bank accounts, credit cards, home loans, foreign exchange and deposit accounts. I’m dedicated to developing strong, lifelong relationships with my clients to meet their everyday banking needs at every stage of their career.BOQ Specialist (previously Investec Bank Australia Limited) has over 20 years experience in providing a truly personal and dedicated service to the medical and dental sector. I am passionate about offering my clients the highest level of service so that they get what they need, when they need it. If you would like to discuss your personal banking requirements, please feel free to get in touch.

• Internal Banking Consultant

  • Jul 2015 - Present



Investec

• United Kingdom
• Financial Services
• 700 & Above Employee

• Event Manager

  • Mar 2013 - Jul 2015

  Responsible for coordinating and activating a Marketing event strategy for 350+ events per annum. The main objective was to support our financial consultants whilst ensuring the event strategy was aligned and consistent with the overall marketing plan, campaigns and product promotions. Responsible for coordinating and activating a Marketing event strategy for 350+ events per annum. The main objective was to support our financial consultants whilst ensuring the event strategy was aligned and consistent with the overall marketing plan, campaigns and product promotions.