Experience

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  NSW Treasury

  • Sydney, New South Wales, Australia

  • Associate Director - Partnership Governance

    • Dec 2020 - Present
    • Sydney, New South Wales, Australia

    Accounting for 33% of Australian GDP New South Wales is the largest state economy in Australia and, on a stand-alone basis, the 26th largest global economy. The State Treasury is responsible for the banking infrastructure used by the State - this represents the largest transaction banking business in Australia outside of the Federal Government. NSW Treasury is designing and implementing an ambitious multi-year program of digital transformation that seeks to bring the best institutional banking and Fintech thinking into a digital experience that creates world-class outcomes and benefits for citizens and the State. I am proud to be contributing to this journey.

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  HSBC

  • Sydney, Australia

  • Head of Sales - Global Liquidity & Cash Management

    • Aug 2018 - Dec 2020
    • Sydney, Australia

    Member of the Australian business management team and the Asia Pacific Sales Management Committee with input to the daily running of the business, evaluation of strategy and execution of initiatives• Led the national sales team of 18 staff serving Corporate, Public Sector, Institutional, and Financial Institution clients to deliver and exceed KPI’s and business objectives for 2020• For each client segment prepare detailed annual sales strategy papers charting the delivery of agreed targets • Exceeded results on key new product commercialisation plans – Cash Flow Forecasting, Liquidity Management, Virtual Cards and receivables capabilities• United what had previously been two separate sales teams into a single workgroup which has operated collaboratively and cross-functionally to achieve business success• Formulated and led the delivery of Product commercialisation across Liquidity, Commercial Cards, Payables & Receivables• Maintained the compliance, risk and control environment with business management and risk stewards• Liaised with regional/global networks to drive cross-border activity and corridor sales pipelines• Represented HSBC in public forums and industry bodies such as the Overseas Bankers Association• Proactively liaised with Fintech partners and external parties resulting in the formulation and adoption of significant data analytics white-label opportunities

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  Global Transaction Banking - ANZ

  • Sydney, Australia

  • Associate Director - Business Development

    • Aug 2014 - Aug 2018
    • Sydney, Australia

    Accountable for generation of new business in the Transaction Banking Services product vertical from Institutional and Multinational Clients• Exceeded revenue, call and sales targets and was recognised as the number one ANZ Institutional Cash Salesperson in 2017 by the value of deals closed• Developed solutions that leveraged ANZ’s ongoing investment in technology• Managed support staff and the NSW/QLD/ACT Institutional Transaction Banking pipeline • Established and maintained trusted business relationships with ANZ’s local client base• Provided ongoing input to the development of ANZ’s Institutional Banking capabilities including product development and segment definition

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  Commonwealth Bank

  • Sydney, Australia

  • Relationship Executive - Corporate Banking

    • Jul 2013 - Jul 2014
    • Sydney, Australia

    Relationship Management of a portfolio of complex, longstanding, and valuable clients with responsibility for the relationship, credit, asset growth and revenue • Achieved a 20% growth in revenue within 12 months from a static client base• Reinvigorated relationships with longstanding accounts to generate new revenue

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  Citi

  • Client Sales Management Head - Australia & New Zealand

    • 2008 - 2013

    Responsibilities:Led the Australian & NZ Transaction Services sales teams. Clients were local businesses within the ASX150 and multinational businesses operating in Australia. Develop and execute effective sales plans for Au/NZMeet sales, revenue & call targetsDevelop staff and ensure coordination across product and coverage teams withinthe Citi Corporate/Institutional BankTake new products to market Products covered the full spectrum of cash management, liquidity, trade, supply chain finance and technical infrastructure (web portals/cash platforms).Achievements:Successfully managed the sales teams and led key franchise deals in both Au & NZGuided the sales teams through the financial crisis of 2008/9 and retained all key clientsBuilt a significant number of new large client relationships in Au & NZEstablished Citi’s cash management presence in the Australian Oil & Gas/Mining sectorMet financial targets

  • Director Regional Sales - Cash & Trade, Singapore

    • Aug 2004 - Dec 2007

    Responsibilities:A regional Director Level role based in Singapore which reported directly to the Head of Regional Sales in Asia.The role covered the structuring & sale of cash, trade and treasury management to Multinational Corporations across Asia Pacific. Achievements:Closed many key deals through a mixture of relationship selling and responding to customer issued Requests for Proposals. Customers were typically CFO/Treasurer level and responsible for their company's Asian business. The role required significant interaction with Shared Service Centres and Regional Treasuries. Completed the analysis, solution design, presentation and negotiation of proposals together with on-going relationship building and client managementIn my final year of transacting (2007) I was the most successful Regional Salesperson for Citi Asia measured by value of deals closed.

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  Citigroup New Zealand

  • Global Relationship Banking Head

    • 1997 - 2004

    Was responsible for the development and growth of Citi's NZ multi-national client base together with managing a portfolio of local NZSX 50 names. Achievements:Increased customer base 391%Increased client revenue 239%Maintained a close working relationship with Treasury and other product groups to initiate a significant number of new relationships on a single product basis that were developed to capture the full customer wallet.Had an active credit initial and managed several distressed credits to satisfactory resolution

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  ANZ Banking Group (New Zealand) Limited

  • Team Leader Business Banking

    • 1984 - 1997