Lola Cheng
Manager, Customer Advocate at AMP- Claim this Profile
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English Native or bilingual proficiency
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Bio
Experience
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AMP
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United Kingdom
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Financial Services
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Manager, Customer Advocate
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Feb 2022 - Present
AMP's Customer Advocate team is a part of the Legal & Governance function and champions client perspectives through advocacy, policy and governance.
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Graduate - AMP Bank
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Feb 2020 - Feb 2022
4 x 6-month rotational program• Bank Legal• Investment Research• Bank Customer Management• Bank Third Party Partnership Management
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Wealth Architects
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Australia
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Financial Services
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1 - 100 Employee
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Paraplanner
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Jul 2017 - Dec 2019
Note: Hiatus from Sep 2018 – Apr 2019 to work at Midwinter• Assisted the team with market research, ongoing compliance requirements, client investment portfolio reviews, financial modelling, and the translation of technical data into client-friendly advice.• Independently created product comparison papers, strategy papers, cashflow advice papers, statements of advice and records of advice.• Worked on the implementation of advice, including the preparation of insurance applications and processing of investment transactions.
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Business Development Officer
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Sep 2018 - Apr 2019
• Supported advisers and paraplanners in translating their investment, insurance and retirement strategies through Midwinter’s financial planning software.• Worked with business development managers to set up new businesses in the Midwinter software and provided value through personalised support and training.• Performed software troubleshooting and worked with business analysts and developersto ensure functional software performance. • Supported advisers and paraplanners in translating their investment, insurance and retirement strategies through Midwinter’s financial planning software.• Worked with business development managers to set up new businesses in the Midwinter software and provided value through personalised support and training.• Performed software troubleshooting and worked with business analysts and developersto ensure functional software performance.
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Education
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2014 - 2019
University of New South Wales
Bachelor's Degree, Commerce/Law
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