Experience

• 

  Bank of New Zealand

  • Whangarei, Northland, New Zealand

  • Private Banker - Advisor

    • Jul 2022 - Present
    • Whangarei, Northland, New Zealand
• 

  Apex Advice Group

  • Whangarei, Northland, New Zealand

  • Financial Advisor

    • Sep 2021 - Jun 2022
    • Whangarei, Northland, New Zealand
• 

  ASB Bank

  • New Zealand
  • Banking
  • 700 & Above Employee

  • Wealth Manager

    • Jan 2015 - Sep 2021

  • Wealth Specialist

    • Jul 2013 - Dec 2014

    • Increase the net funds under management of ASB Wealth Advisory and increase customer engagement• Provide both class and personalised investment advice service to ASB customers• Identify and recommend cross sales opportunties.• Proactively source new business opportunities both internal and external.• Extracting information from economic updates and other sources that affect clients investments and relaying this to the client in a language they will relate to.• Complete assigned projects and calling campaigns within allocated timeframe. As defined by direct manager and other managers within the business.

  • Wealth Account Manager

    • Dec 2010 - Jun 2013

    • Own and Service a portfolio of clients. Complete a review target of all clients twice a year, the review covers the client’s financial goals, timeframe and any change to attitude of risk within the investment they hold.• Building strong relationship with clients through listening and being approachable. Be able to met a retention target• Extracting information from economic updates and other sources that affect clients investments and relaying this to the client in a language they will relate to.• Ensure a friendly, courteous and helpful approach when dealing with all customers and colleagues.• Generating new Business to Wealth Products and identifying other banking products that will benefit clients. Do this by meeting a referral number and dollar target.• Complete assigned projects and calling campaigns within allocated timeframe. As defined by direct manager and other managers within the business.

  • Client Services Consultant

    • May 2010 - Dec 2010

    • Answer verbal and written enquiries from customers, employers, advisers and representatives of client organisations with a high degree of accuracy. • Update Static data for investors within service standards and accurately. • Have an up to date understanding and comprehensive knowledge of the ASB KiwiSaver Scheme.• Work within risk and control guidelines when dealing with complaints• Analysing data to calculate compensation payments to ensure clients have not been disadvantaged when a complaint has been raised, and where a client had been disadvantaged making sure these payments were processed within deadlines and risk and control standards.• Ensure a friendly, courteous and helpful approach when dealing with all customers and supplier

  • Customer Service Officer

    • Oct 2002 - May 2010

    • In Branch auditing and analytical reporting• Ensure a friendly, courteous and helpful approach when dealing with all customers and suppliers.• Respond to enquiries and requests for information by providing correct and timely product and service information.• Sale of new and existing products and services that meet the customer’s individual needs.• Contact customers to promote bank products or services as well as assessing satisfaction levels.• Balance end of day banking records.• Acquire new business by identifying sales opportunities.