• Management of client’s investment portfolio’s (portfolio management) understand and make decisions regarding client’s investment mix and strategy, matching investments to objectives, asset allocation, and balancing risk against performance.• Understand clients’ needs and recommended suitable wealth structuring solutions to meet those needs. This included the establishment of tax efficient trust structures.• Maintained ongoing client relations via face-to-face meetings and video conferencing solutions.• Prepared and presented financial planning and investment reports, investment policy and contract information.• Broad sector and Industry Knowledge. • Staying updated on market trends, economic conditions, and industry developments to provide insightful advice to clients.• Pro-active and engaging idea generation

Managed a Franchised chain located in Perth, WA and Melbourne, VIC - Australia- Developed and executed the company's business strategies in order to attain the goals of the Stakeholders- Prepared and implemented comprehensive business plans to facilitate achievement by planning cost-effective operations and market development activitiesEnsured company policies and legal guidelines are communicated from management to Franchisees- Communicated and maintained trust relationships with stakeholders, franchisees and authorities- Oversaw the Company's financial performance, investments and other business ventures- Delegated responsibilies and supervised work of employees providing guidance and motivation to drive maximum performance- Analysed problematic situations and occurences and provided solutions to ensure company survival and growth- Managed external financial reporting and accounting- Marketing expansion plans and business planning and analysis- Liasing with legal professionals in the process of negotiation and contracts

- Grew customer portfolio size by deepening existing customer relationships- Provide advice on potential financial solutions based on identified needs- Resolve client queries with Banking products and insurance solutions- Analyse financial requirements of customer and match with Banks product offerings- Due diligence and assessment of commercial and construction loans up to $1m AUD with Aggregate relationships to $5m- Due diligence and assessment of retail loans up to $1m AUD with aggregate to $5m- Experience with Asset Finance, Trade Finance, Global Markets, Wealth Management

- Due diligence and assessment of commercial and construction loans up to $5m AUD with aggregate relationships to $10m- Due diligence and assessment of retail loans up to $5m AUD with aggregate relationship to $10m- Analyse financial requirements of customers and match Banking product offering- Primary contact for clients - maintained regular dialogue to ensure effective relationships and meet their needs which range from deposit accounts, international trade, project finance, treasury, corporate and syndicated loans.

- Attending to Customer queries for corporate clients to ensure client satisfaction- Customers broad queries including deposits, fixed term investments, corporate and retail loans- Administrative banking tasks including stop cheques, account queries, balances, and product recommendations