Daisy Li work email
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Daisy Li personal email
Experienced Private Banker with a demonstrated history of working in the banking industry. Skilled in Banking, Loans, Trading, Private Banking, and Derivatives. Strong finance professional graduated from University of Sydney.
The Lucky Star International Pty Ltd
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Managing DirectorThe Lucky Star International Pty Ltd Aug 2018 - PresentForest Lodge
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Associate Private Banker, Anz PrivateAnz May 2017 - Aug 2018Anz Tower -
Private Wealth AssistantAnz Oct 2014 - May 2017Anz Tower -
TraderAnz Nov 2012 - Sep 2014ANZ E*TRAE and Investment Lending); · Place orders for ASX listed shares, international shares, ETFs, warrants, company’s options, sell manage funds for client upon their instructions, with speed, accuracy and efficiency, offering outstanding customer service and within E*TRADE guidelines. · Liaise with the share registries for Corporate Actions- Rights issue, Take over and Buy back, etc· Financial derivatives trading education with the shareholders for ETF… Show more ANZ E*TRAE and Investment Lending); · Place orders for ASX listed shares, international shares, ETFs, warrants, company’s options, sell manage funds for client upon their instructions, with speed, accuracy and efficiency, offering outstanding customer service and within E*TRADE guidelines. · Liaise with the share registries for Corporate Actions- Rights issue, Take over and Buy back, etc· Financial derivatives trading education with the shareholders for ETF, Warrants, and options· Conditional orders - Stop loss and Profit Target education with the shareholders.· Trade dispute and market manipulation investigation· Maintain positive relationships with the Shareholders and external and internal stakeholders Show less -
Client Service ConsultantAnz Feb 2010 - Nov 2012Role: Client service consultant (Permanent full time)· Assist clients with accounts setup including Cash Investment Account and Investment Lending Account. · Deliver the exceptional customer service at all times to our shareholders· Carry out administrative process within service standards· Cross sell and up-sell, mainly focusing on referrals to Private Banking, Insurance (Life Insurance, Income Protection, Home content Insurance, etc)· Build solid… Show more Role: Client service consultant (Permanent full time)· Assist clients with accounts setup including Cash Investment Account and Investment Lending Account. · Deliver the exceptional customer service at all times to our shareholders· Carry out administrative process within service standards· Cross sell and up-sell, mainly focusing on referrals to Private Banking, Insurance (Life Insurance, Income Protection, Home content Insurance, etc)· Build solid relationships with key internal and external contacts· Action processing requests received by phone or email. Meeting volume, cycle time and quality measures· Resolve and investigate customer issues to enhance customer satisfaction Show less
Daisy Li Education Details
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Master Of Commerce And Master Of International Business
Frequently Asked Questions about Daisy Li
What company does Daisy Li work for?
Daisy Li works for The Lucky Star International Pty Ltd
What is Daisy Li's role at the current company?
Daisy Li's current role is Managing Director at The Lucky Star International Pty Ltd.
What is Daisy Li's email address?
Daisy Li's email address is da****@****anz.com
What schools did Daisy Li attend?
Daisy Li attended University Of Sydney.
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