Financial Adviser

• Feb 2018 - Present

Financial Planner AMP Horizons Academy

• Oct 2016 - Feb 2018

Responsabilities: • Contacting the clients to update their personal details and maintaining client files on the internal database; • Contacting the clients to book appointments, outbound calls; • Prepare reports and correspondence; • Follow up actions from client appointments and follow through requests to clients for information; • Conducting phone based consultations providing general and limited personal to clients where appropriate; • Communicate appropriate policy and product information by articulating entitlements, features and benefits; • Educate customers with detailed product information; • Prepare the meetings including documents and conduct meetings with clients; • Undertake quality consultative conversations with clients to understand their needs, discuss their current financial situations, goals and needs, face to face and over the phone; • Maintain clients’ records, contact the products’ providers based on Authority to Access Information for super funds, insurances, investment, quotes other appropriate third parties; • Complete comprehensive research and analysis for products using tools such as ChantWest, spreadsheets etc.; • Prepare the strategies; • Ensure the documents are accurate and in line with recommended technical strategy; • Prepare the presentation meeting for SoA, RoA including documents for implementation, present the strategies (SoA), complete the form and sign with clients; • Manage the implementation of the strategies to ensure the recommendations are executed in a timely and accurate manner; Show less

Personal Banker Affluent Clients

• Sep 2014 - Oct 2015

Responsibilities: • Managing customer relationships affluent customers; • Achieves volume and revenue goals via the combination of customer acquisition and relationship deepening; • Pro-actively and effective at building the business, deepening relationships and increasing targeted consumers through the execution of an effective sales process; • Acquisition of new quality high net-worth customers; • Deliver prospect meetings (in-person presentations) facilitated through networking with various sources; • Generating own leads, managing the sales process through closure; Show less

Relationships Manager Affluent Clients

• Mar 2011 - Sep 2014

Responsibilities:• Managing customer relationship affluent segment;• Specialized as a Financial Adviser, gathering client data, including risk profile, identifying financial goals and objectives, preparing written recommendations (SOA), performing product sales based on financial planning reports ( SOA), reviewing, revising and maintaining the plan;• Achieves volume and revenue goals via the combination of customer acquisition and relationship deepening;• Personally and proactively effective at building the business, deepening relationships and increasing targeted consumers through the execution of an effective sales process;• Provides product information actively seeking to acquire, deepen, retain and satisfy profitable relationships;• Ensures the appropriateness of the sale of funds of Raiffeisen Bank Asset Management and third party funds, structured products, bonds, and preferred stocks etc.;• Acquisition of new quality high net-worth customers, correct profiling of clients and maintaining ongoing updates on profile;• Demonstrates all access channels to customers;• Representing department at regular local meetings.• Participates in special projects and tasks including Compliance related activities;• Deliver prospect meetings (in-person presentations) facilitated through networking with various sources;• Generating own leads, managing the sales process through closure;• Drive new product development in deposits, insurance, treasury products for retail customers, investments. Show less

Customer Adviser

• Aug 2007 - Mar 2011

Responsibilities:• Providing mixed advice to individual customers on both saving and lending; • Processing and analysis of credit files;• Attracting new customers;• Specific activities front – office; performing operations, including data input in the process of sale;