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James Diegelman profile image

James Diegelman

Private Wealth Adviser at TMS Capital
Intro Book
Experienced retail banking professional with a strong background in customer service, sales, and marketing.
  • Claim this Profile
Location
Greater Sydney Area, AU
Skills
  • Customer Service
  • Sales
  • Marketing
  • Retail Marketing
  • Retail Banking
  • Show all
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Bio

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James Diegelman is a seasoned retail banking professional with extensive experience in customer service, sales, and marketing. He has held various roles in private wealth advisory, client service, and marketing, with a strong educational background in business and financial planning. With over 9 years of experience in the Greater Sydney Area, James has developed a strong skillset in retail banking, customer service, and sales, with a proven track record of success in driving business growth and customer satisfaction.

Experience

  • TMS Capital
    • Manly, New South Wales, Australia
    • Private Wealth Adviser
      • Nov 2020 - Present
      • Manly, New South Wales, Australia

  • Stanford Brown
    • Sydney, Australia
    • Private Wealth Adviser
      • Sep 2014 - Sep 2020
      • Sydney, Australia

  • HSBC
    • Sydney, Australia
    • Client Service Associate
      • Jun 2013 - Sep 2014
      • Sydney, Australia

  • Westfield
    • Chatswood
    • Marketing
      • Mar 2009 - Mar 2013
      • Chatswood

  • Taurus Marketing
    • Sydney, Australia
    • Intern
      • Jan 2011 - Mar 2011
      • Sydney, Australia

Education

  • 2009 - 2011
    Australian Catholic University
    Bachelor of Business
  • 2014 - 2016
    Kaplan Professional
    Advanced Diploma of Financial Planning

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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