Capable and engaging business development manager and client account manager with diverse professional experience with a range of highly-regarded investment advisors, fund managers and securities traders. My work with Professional Investment Services (now Centrepoint Alliance), Bell Potter Securities, Portfolio Partners and Merrill Lynch Australia has allowed me to establish a strong professional track record. I have established a reputation as a talented and collaborative people manager with an ability to facilitate and encourage a client-centric culture among frontline service teams. Throughout my career, I have consistently demonstrated a capacity to lead the provision of high-level support for independent dealer groups and financial advisory practices. I have been responsible for strong commercial results in challenging and competitive sectors, driving the development and implementation of effective business development techniques and processes.Specialties: business development, practice development, operations management, account management, investment, fund management, securities, advisory services, client engagement, customer service, administrative support, consulting, team leadership, portfolio management, marketing
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Practice Development ManagerCentrepoint Alliance 2006 - 2011Melbourne, AustraliaI joined Professional Investment Services (now Centrepoint Alliance) and was given responsibility for broad practice and business development functions, in addition to the management of day-to-day operations. I successfully coordinated the provision of high-level administrative support to senior partners, managers and financial advisors.I led the recruitment and engagement of 65 dealers, enhancing a comprehensive network of independent licensed dealers, including 250 advisors and 400 accountants. I developed and maintained productive working relationships with dealers, quickly resolving any concerns dealers might have in operational contexts, and securing a 100% retention rate.While in the role, I consistently met ambitious business development KPIs, exceeding targets by 183% for the 2008/09 Financial Year. I also led the establishment of new marketing plans and business strategies, which were immediately successful and remain in place to this day. -
Business Development ManagerBell Potter Securities 2002 - 2006Melbourne, AustraliaI was employed by Bell Potter Securities and functioned as a Business Development Manager and Key Relationship Manager for financial product service providers. I coordinated the development of marketing campaigns for products, including margin lending, cash management, fixed interest products, international share trading and associated lending, and new issues and floats. While in the role, I implemented effective business development programs, increasing funds under management (FUM) for investment management services (IMS) from $350 million to $1.5 billion. I successfully drove corresponding revenue from $1 million p.a. to $6 million p.a., exceeding KPIs for IMS portfolio growth and development. I successfully managed the provision of account management support for discretionary managed portfolios, managed funds portfolio administration, and investment advisory services. -
Client Account ManagerPortfolio Partners 1998 - 2001Melbourne, AustraliaAs a Client Account Manager, I was responsible for establishing and maintaining relationships with client representatives across a diverse portfolio, establishing effective reporting tools and processes to meet the needs of individual managed clients, wholesale clients, retail clients, research houses, media and investment advisers.I contributed to the development and delivery of new products and led the company’s Roadshow Team with a focus on launching Portfolio Partners into the retail market. We successfully secured interest from a wide range of potential retail clients. While in the role, I functioned as a member of the company’s Retail Strategy Team with responsibility for strategic planning and long-term goals. -
Portfolio Investment Services AdministratorMerrill Lynch 1994 - 1997Melbourne, AustraliaAt Merrill Lynch, I was responsible for a portfolio of more than 70 high-net-worth (HNW) private clients across products, including equities, fixed interest, government bonds, futures, options and cash management accounts. I was responsible for engaging with clients and advisors, establishing new accounts and managing integration into existing investment portfolios.
Amanda Clarke Skills
Amanda Clarke Education Details
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Financial Services Institute Of Australasia (Finsia)Diploma Of Financial Services (Rg146)
Frequently Asked Questions about Amanda Clarke
What is Amanda Clarke's role at the current company?
Amanda Clarke's current role is Business Development Manager | Financial Services | Investing | Fund Management | Practice Development.
What schools did Amanda Clarke attend?
Amanda Clarke attended Financial Services Institute Of Australasia (Finsia).
What skills is Amanda Clarke known for?
Amanda Clarke has skills like Business Development, Productivity Improvement, Lead Development, Business Process Improvement, Growth Strategies, Referral Networks, Stakeholder Engagement, Fund Management, Practice Management, Financial Advisory, Team Leadership, Investing.
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