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A high performing banking professional who specialises in private wealth markets, where I tailor solutions to support HNW and UHNW clients that have complex lives and financial affairs.I have held roles in Private Banking, SME, Commercial and Invoice Finance with significant experience in consumer and commercial mortgages, leveraged M&A finance and in working capital solutions. My passion is growth and acquisition strategy, sales and team leadership, and I have consistently demonstrated outstanding results in balance sheet management through client retention, first party acquisition and in growing and fostering third party networks.
Riverside Finance Partners
View- Website:
- riversidefinancepartners.com.au
- Employees:
- 3
-
DirectorRiverside Finance PartnersMelbourne, Vic, Au -
Private Client DirectorNab May 2021 - PresentMelbourne, Victoria, AustraliaAs a Private Client Director I support HNW and UHNW individuals and families with banking and debt strategies to support their wealth creation, whilst leading/coaching/developing a small team of three highly skilled Private Bankers. -
Board MemberWellbeing In Schools Australia Jul 2022 - Dec 2023Melbourne, Victoria, AustraliaWISA is a national not for profit organisation established in May 2015. Its purpose is to work collaboratively with and support school communities in building a strategic whole of school approach to health and wellbeing that creates a socially just environment where all students can thrive, particularly those at risk of or who are being marginalized. My role as a Board Member is to leverage my experience in the financial services sector to benefit WISA with sound financial and business strategy. -
Private BankerWestpac Jan 2020 - Apr 2021Melbourne, AustraliaMy role as a Private Banker required me to offer an exceptional personalised banking service and to assist with significant volumes of mortgage backed lending.I provided general advice to self directed wholesale clients on various investment solutions across the risk curve that is from credit market funds right through to PE and VC opportunities. I facilitated due diligence meetings providing updates on client investments and assisted clients with establishing access to the banks execution only service for listed asset trading. -
Senior Relationship Manager - Professional ServicesWestpac Dec 2017 - Jan 2020Melbourne CbdRelationship Manager specialising in the Professional Services Industries. Specifically Legal, Accounting and Financial Planning.My work with clients involved all aspects of their banking relationship but I specialised in adding value by leveraging access to finance against the business cash flow, and through the provision of efficient services related to the management of trust and controlled monies accounts. -
Relationship Manager - SmeWestpac Nov 2014 - Dec 2017As a SME Banker my role involved: - managing a portfolio of business clients - generating balance sheet & revenue growth- cross selling all products & services- holding holistic conversations with clients and assisting them with risk mitigation strategies- writing commercial & resi property deals- writing equipment finance, SMSF, construction & other lending transactions- assisting clients with foreign exchange and transactional banking opportunities -
Associate Director - Debtor FinanceGe Capital Jun 2013 - Nov 2014Melbourne, AustraliaMy role as a Sales Originator included establishing and implementing strategies, structures and initiatives to generate new business referrals from new and existing distribution channels. Taking a lead role with end customers from prospecting to settlement and to provide appropriate after sales service. Promotion of GE products & services to maximise penetration of cross sell opportunities to customers and introducers. -
Commercial Sales ManagerCoface Apr 2011 - Apr 2013Melbourne, AustraliaCommercial Manager for new business development across VIC, SA & WA.Responsible for assessment of new business risk and ensuring that commercially viable business relationships were forged that enhanced the overall business.Generated pricing, sale strategies and structured bespoke contractual agreements with direct clients and commercial partners. -
Commercial UnderwriterCoface Aug 2008 - Mar 2011Melbourne, AustraliaManaged a portfolio of small through to institutional sized clients across the southern states, whilst also targeting new business. Managed annual reviews, prepared contract documentation and managed a team of staff completing internships. Engaged an extensive broker market providing indications partners on underwriting risk capacity across sectors and stand alone deals.
Ethan Sedgman Skills
Ethan Sedgman Education Details
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Marketing, Management -
Australian Financial Markets AssociationEquities -
Diploma Of Banking Services Management -
Banking
Frequently Asked Questions about Ethan Sedgman
What company does Ethan Sedgman work for?
Ethan Sedgman works for Riverside Finance Partners
What is Ethan Sedgman's role at the current company?
Ethan Sedgman's current role is Director.
What is Ethan Sedgman's email address?
Ethan Sedgman's email address is et****@****.com.au
What is Ethan Sedgman's direct phone number?
Ethan Sedgman's direct phone number is +614224*****
What schools did Ethan Sedgman attend?
Ethan Sedgman attended Monash University, Australian Financial Markets Association, Deakin University, The Chartered Banker Institute.
What are some of Ethan Sedgman's interests?
Ethan Sedgman has interest in Free Diving, Snowboarding, Boxing, Photography, Surfing, Golf, Travel, Animal Welfare.
What skills is Ethan Sedgman known for?
Ethan Sedgman has skills like Financial Risk, New Business Development, Trade Credit Insurance, Portfolio Management, Finance, Underwriting, Invoice Discounting, Working Capital Management, Networking, Financial Analysis, Sales Management, Credit.
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