Experience

JBWere New Zealand

• New Zealand
• Financial Services
• 1 - 100 Employee

• Business Support Manager

  • Nov 2021 - Present

  JBWere is a leading wealth manager offering tailored investment advice to our clients and giving them the confidence to do what matters. We are committed to providing trusted advice that stands the test of time. Our advisers bring a depth of experience, knowledge and integrity that forms the kind of partnership that lasts for generations. JBWere is a leading wealth manager offering tailored investment advice to our clients and giving them the confidence to do what matters. We are committed to providing trusted advice that stands the test of time. Our advisers bring a depth of experience, knowledge and integrity that forms the kind of partnership that lasts for generations.



JBWere

• Australia
• Financial Services
• 400 - 500 Employee

• Senior Analyst - Wealth Advice

  • Sep 2010 - Sep 2018

  JBWere is a leading wealth manager offering tailored investment advice to our clients and giving them the confidence to do what matters. Our strategic advantage is our people - our advisers bring a depth of experience, knowledge and integrity that forms the kind of partnership that lasts for generations.I worked with a highly successful team specialising in providing investment strategies for Not for Profitorganisations in the Aged Care and Healthcare Sector, Foundations and private individuals, managingover $1bn of FUM. I was heavily involved in business development activities and preparing pitch documents when tendering for new mandates. I was responsible for tailored portfolio reporting and performance analysis for clients.



ASB Bank

• New Zealand
• Banking
• 700 & Above Employee

• Adviser Assistant

  • Jun 2009 - Jun 2010

  ASB Securities LtdClient portfolio reportingBanking transactionsForeign Currency transactionsPlacing orders on all exchanges

• Online Share Broker

  • Feb 2006 - Jul 2009

  ASB Securities Ltd, New Zealand's largest online share trading firmPlacing orders on all exchangesFX TransactionsDaily use of IRESS

• Customer Service Representative

  • Sep 2004 - Feb 2006

  Branch Banking