Senior Business Development Manager - Wealth
Current
Feb 2023 - Present
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David Robertson Email & Phone Number
Senior Business Development Manager - Wealth Solutions
at
Macquarie Group
1 work email found
@mlc.com.au
2 phones found area 141
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Senior Business Development Manager - Wealth Solutions
Location
Greater Perth Area, Australia, Australia
Company size
Who is David Robertson? Overview
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Quick answer
David Robertson is listed as Senior Business Development Manager - Wealth Solutions at Macquarie Group, a company with 16295 employees, based in Greater Perth Area, Australia, Australia. AeroLeads shows a work email signal at mlc.com.au, phone signal with area code 141, and a matched LinkedIn profile for David Robertson.
David Robertson previously worked as Senior Business Development Manager - Wealth at Macquarie Group and Manager Retention at P&N Bank. David Robertson holds Australian Financal Services Licence, Afsl Tier 2 from Swinburne University Of Technology.
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{first}_{last}@mlc.com.au
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Profile bio
About David Robertson
A proven leader in a vast range of Financial Services discipline’s across 2 decades within the Third Party distribution across Wealth, Residential lending, SME Fintech, B2B Enterprise payments platforms and corporate sectors. A strong focus on innovation, facilitation and education being predominant. With a broad spectrum of experience, knowledge and understanding both technically, economically, as a leader of high performance teams. Resulting in profit growth, team success and more importantly, a customer first mentality.Building better business relationships through advocacy via experience in providing the client with profitable outcomes for the business owner and stake holders alike, whilst reflecting current and future market conditions at both a Macro and Micro economic level. Agility in Strategy and development by improving the Client Value Proposition for businesses making the advice and service experience, customer focused and industry leading in new technology environments. Highly motivated, an analytical thinker always striving to improve.
Listed skills include Banking, Pensions, Business Relationship Management, Retirement Planning, and 20 others.
Current workplace
David Robertson's current company
Company context helps verify the profile and gives searchers a useful next step.
Macquarie Group
15 roles
David Robertson work experience
A career timeline built from the work history available for this profile.
Manager Retention
This role is accountable for the maintenance and retention of the P&N Brand home loan portfolio.To Lead and drive sales and service performance of Member Solutions team to assist members in fulfilling their banking and ancillary product requirements through embedding Enrich sales framework and leadership routines. Creating a high-performing culture within.
Oct 2022 - Feb 2023
Manager Business Development
Boomer Home Loans
Boomer is an Australian-based fintech committed to providing fast, flexible home loan services for over 55s and launching in 2022My role with Boomer is to assist the Head of Third Party with the ground up build for Boomer to engage with the Broker Third Party Introducer Markets. Managing Projects and developing processes with key stake holders and external.
Jun 2022 - Oct 2022
Partner Sales Executive
Finstro is a technology enabled Trade focused provider of business credit and payment solutions. We use innovative thinking and technology to deliver solutions that support business to business trade. Implementation of our Proprietary and award-winning technology, we can Integrate and open-loop business trade credit and payments strengthening business to.
Mar 2021 - Jun 2022
Channel Manager | Intermediaries | Enterprise | Wa | Sa At Finstro - Business Cashflow Solutions
Finstro provide your small business clients with the best cashflow and payments solutions in the market. Fit for Purpose SolutionsThe best range of payment and finance solutions tailored to your client’s specific needs.Apply online in as little as 5 minutes. Same day approvals and funding available in as little as 24 hours.Dedicated SupportWith dedicated.
Apr 2021 - Mar 2022
Senior Business Development Manager Wa
Prospa is a provider of Unsecured Business loans to Australian small businesses.We service customers nationally through intermediaries, strategic channel partners and vendors. My role is to assist our WA channel partners to identify and grow their cash flow business whilst managing Local State Aggregator and Industry body relationships.Our smart technology.
Apr 2018 - Oct 2020
Finance Advisor - Managing Director - Residential - Small Business - Commerical - Asset Finance
Mortgage Advice Australia
Bringing together 17 years of financial services experience in Lending, Mortgages and Finance, Mortgage Advice Australia will provide its clients with a knowledgeable, educational and service driven experience.Whether you are looking at, or thought about property purchases, refinancing, upgrading your present residence, property investing, debt.
Feb 2017 - Apr 2018
Partnership Manager
Choice Aggregation Services
Building and developing the Choice Aggregation business in WA for its current members whilst growing market-share by engaging new to business recruits. Identify and recruit productive new mortgage broking businesses to both Choice Aggregation & Choice Home Loans models.Manage retain and grow a profitable portfolio of members to achieve and exceed business.
Dec 2014 - Oct 2016
Manager Of Business Development - Equity Lending
Manage and develop a portfolio of high value and/or complex client relationships with the financial planning and StockBroking sectors, in order to maintain and enhance profitability, customer satisfaction and credit risk profile consistent with NEL Partners objective.Meet financial targets by developing, promoting and selling a range of tailored and unique.
Nov 2010 - Dec 2014
State Manager Business Development Wa
Drive development of significant initiatives developing strategic rationale, risk assessment and financial assessment of each opportunity.Responsible for 236% growth of business for the WA business during this time, growing the number of Lending Mangers from 1 to 3 and driving a high performance team.To grow, increase and improve the technical acumen of.
Nov 2008 - Oct 2010
Lending Manager
Develop relationships with Financial Advisers and dealership managers in the Perth market place with the view to promote MLC Mortgage SolutionsRanked number 1 in 2006 and currently number 1 in 2007 across Australia. Lending Manager of the Year 2007.Have an in depth understanding of whether an agreement is in place between MLC Mortgage Solutions and various.
Jan 2006 - Nov 2007
Credit Analyst
Liaise with external Mortgage Brokers and internal Business Development Managers and effectively negotiate the successful resolution of customer loan applications. Submission and ‘Pre Assessment’ of all incoming files prior to submitting to Homeside Lending.Liaise with Lending Manager and State Manger with all work loads, targets and all facets of Mortgage.
Jun 2005 - Jan 2006
Application Coordinator
Homeside Lending
Assess loan applications submitted by Mortgage Brokers.Liaise with, Solicitors, Settlement Agents, Mortgage Insurers and Underwriters (Sydney)Manage workloads and benchmarks.Management of Training and further development.
Oct 2004 - Jun 2005
Documentation Manager
Homeside Lending
Oct 2002 - Oct 2004
Mortgage Broker
Mercia Finance
Jan 2001 - Oct 2002
Team & coworkers
Colleagues at Macquarie Group
Other employees you can reach at macquarie.com. View company contacts for 16295 employees →
PH
Paul Henning
Colleague at Macquarie Group
Sydney, New South Wales, Australia, Australia
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LV
Lyndon V.
Colleague at Macquarie Group
National Capital Region, Philippines, Philippines
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JB
Jessica Baumberger, Ca
Colleague at Macquarie Group
Greater Sydney Area, Australia
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SM
Sanjeevani Malhotra
Colleague at Macquarie Group
Sydney, New South Wales, Australia, Australia
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SD
Sree Deepthi
Colleague at Macquarie Group
Hyderabad, Telangana, India, India
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LC
Liz Chong
Colleague at Macquarie Group
Fort Lee, New Jersey, United States, United States
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SB
Shauna Bui
Colleague at Macquarie Group
Houston, Texas, United States, United States
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MG
Majuran Gnanakumaran
Colleague at Macquarie Group
Sydney, New South Wales, Australia, Australia
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MH
Melissa Huang
Colleague at Macquarie Group
Greater Sydney Area, Australia
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HA
Hemant Arora
Colleague at Macquarie Group
West Delhi, Delhi, India, India
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Paul Henning
Colleague at Macquarie Group
Sydney, New South Wales, Australia, Australia
View →
LV
Lyndon V.
Colleague at Macquarie Group
National Capital Region, Philippines, Philippines
View →
JB
Jessica Baumberger, Ca
Colleague at Macquarie Group
Greater Sydney Area, Australia
View →
SM
Sanjeevani Malhotra
Colleague at Macquarie Group
Sydney, New South Wales, Australia, Australia
View →
SD
Sree Deepthi
Colleague at Macquarie Group
Hyderabad, Telangana, India, India
View →
LC
Liz Chong
Colleague at Macquarie Group
Fort Lee, New Jersey, United States, United States
View →
SB
Shauna Bui
Colleague at Macquarie Group
Houston, Texas, United States, United States
View →
MG
Majuran Gnanakumaran
Colleague at Macquarie Group
Sydney, New South Wales, Australia, Australia
View →
MH
Melissa Huang
Colleague at Macquarie Group
Greater Sydney Area, Australia
View →
HA
Hemant Arora
Colleague at Macquarie Group
West Delhi, Delhi, India, India
View →
9 education records
David Robertson education
Australian Financal Services Licence, Afsl Tier 2
Master Of Business Administration - Mba, Business Administration And Management, General
Cert Iv In Financial Services, Finance And Financial Management Services
Diploma Financial Planning, Financial Planning And Services
Diploma Of Finance And Mortgage Broking Management, Finance And Financial Management Services
Cert Iv In Financial Services, ( Finance / Mortgage Broking )
Certificate Iv Real Estate Sales And Marketing, Real Estate Sales And Marketing
Real Estate Insitute Of Western Australia
Certificate Iv, Electronic Desktop Publishing
Education record
Swanbourne Senior High School
FAQ
Frequently asked questions about David Robertson
Quick answers generated from the profile data available on this page.
What company does David Robertson work for?
David Robertson works for Macquarie Group.
What is David Robertson's role at Macquarie Group?
David Robertson is listed as Senior Business Development Manager - Wealth Solutions at Macquarie Group.
What is David Robertson's email address?
AeroLeads has found 1 work email signal at @mlc.com.au for David Robertson at Macquarie Group.
What is David Robertson's phone number?
AeroLeads has found 2 phone signal(s) with area code 141 for David Robertson at Macquarie Group.
Where is David Robertson based?
David Robertson is based in Greater Perth Area, Australia, Australia while working with Macquarie Group.
What companies has David Robertson worked for?
David Robertson has worked for Macquarie Group, P&N Bank, Boomer Home Loans, Finstro, and Finstro - Business Cash Flow Solutions.
Who are David Robertson's colleagues at Macquarie Group?
David Robertson's colleagues at Macquarie Group include Paul Henning, Lyndon V., Jessica Baumberger, Ca, Sanjeevani Malhotra, and Sree Deepthi.
How can I contact David Robertson?
You can use AeroLeads to view verified contact signals for David Robertson at Macquarie Group, including work email, phone, and LinkedIn data when available.
What schools did David Robertson attend?
David Robertson holds Australian Financal Services Licence, Afsl Tier 2 from Swinburne University Of Technology.
What skills is David Robertson known for?
David Robertson is listed with skills including Banking, Pensions, Business Relationship Management, Retirement Planning, Financial Planning, Portfolio Management, Superannuation, and Financial Risk.
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