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@westpac.com.au
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Jason Lam is listed as Principal and Senior Mortgage Adviser at Jason Lam Finance at Jason Lam Finance, based in Hong Kong, Hong Kong SAR, Hong Kong. AeroLeads shows a work email signal at westpac.com.au and a matched LinkedIn profile for Jason Lam.
Jason Lam previously worked as Principal and Senior Mortgage Adviser at Jason Lam Finance and Principal | Senior Mortgage Advisor at Loan Market. Jason Lam holds Diploma Of Finance And Mortgage Broking Management from The National Finance Institute.
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AeroLeads found 1 current-domain work email signal for Jason Lam. Compare company email patterns before reaching out.
Please note: I only accept connections if I have meet you in person or if there is a private message introducing yourself.Headquartered in Hong Kong and Sydney, I am positioned to assist Australian Expats working and living abroad with their Australian mortgage needs. With the current lending environment in Australia it can be quite difficult to find a solution, and when it is found, can be quite overwhelming for expats. I am able to make this simple by navigating the lending landscape to match the right lender to each households specific needs and objectives.
Listed skills include Relationship Management, Financial Services, Banking, Investments, and 32 others.
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Headquartered in Hong Kong and Sydney, I am positioned to assist Australian Expats working and living abroad with their Australian mortgage needs. With the current lending environment in Australia it can be quite difficult to find a solution, and when it is found, can be quite overwhelming for expats. I am able to make this simple by navigating the lending.
Sydney And Hong Kong
Headquartered in Hong Kong and Sydney, I am positioned to assist Australian Expats working and living abroad with their Australian mortgage needs. With the current lending environment in Australia it can be quite difficult to find a solution, and when it is found, can be quite overwhelming for expats. I am able to make this simple by navigating the lending.
Hong Kong
I work for Westpac, a leading bank with 40 years of banking experience in the Asia Pacific region. We can provide you with the advantage of our cross border and cross cultural knowledge to make the most of both local and regional market opportunities. Our vision is simple: to be one of the world’s great service companies, helping our customers, communities.
Sydney, Australia
- Management of sales activities and incentives across a team of 16 Financial Consultants to meet KPI’s. - Ensuring adherence to policy, procedure & compliance requirements whilst maintaining exceptional customer experience. - Instilling a professional and high performance culture. - Establishing new and maintaining existing relationships with stakeholders.
Sydney
Working with my team of specialists, we help clients to achieve all their financial goals and to grow and protect their wealth.Our services are best suited to individuals whose personal annual income is in excess of $150,000 and/or Professionals who are seeking tailored wealth solutions.Specialties: Relationship Management, Banking, Investments, Risk.
Sydney, Australia
- Coaching of phone based sales and retention staff.- Monitoring and assessing calls to ensure compliance and quality.- Coaching focused on soft skills, identification of cross sell opportunities for insurance and, identification of up sell opportunities to financial advisers.- Process improvement and documentation through sharepoint.- Products included BT.
Sydney, Australia
- Sales and retention of investment and wealth products to new and existing clients.
Sydney, Australia
- Established the working relationship between the SME business(Business Direct) and FX Desk (Westpac & Xylo Foreign exchange).- Provided training and development to Business Banking Managers to assist in identifying foreign currency opportunities.- Building relationships and expanding the client pool by working with business partners.- Responsible for.
Sydney, Australia
- Product support and assistance for investment and super fund products.- Superannuation product and legislation specialist.- Technical support for the WRAP platform to advisers.
Sydney, Australia
- Establish and maintain client relationships.- Identified customers needs with existing product and service to deliver a packaged solution.
Sydney, Australia
- Identifying cross sell opportunities for business partners.- Maintenance of treasury & ATM’s, and teller & enquiries queues.- In the absence of the manager, responsible for general running of the branch.
Sydney, Australia
- The training and assessment of new staff members.- Technical specialist for the team.- Management of workflow to meet service levels.- Continual identification of possible improvements.- Awards received for innovation.
Completed Licensing Examination for Securities and Futures Intermediaries, Completed: Papers 1 - Fundamentals of Securities and Futures.
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Jason Lam works for Jason Lam Finance.
Jason Lam is listed as Principal and Senior Mortgage Adviser at Jason Lam Finance at Jason Lam Finance.
AeroLeads has found 1 work email signal at @westpac.com.au for Jason Lam at Jason Lam Finance.
Jason Lam is based in Hong Kong, Hong Kong SAR, Hong Kong while working with Jason Lam Finance.
Jason Lam has worked for Jason Lam Finance, Loan Market, Westpac, Bt Financial Group, and Westpac Institutional Banking.
You can use AeroLeads to view verified contact signals for Jason Lam at Jason Lam Finance, including work email, phone, and LinkedIn data when available.
Jason Lam holds Diploma Of Finance And Mortgage Broking Management from The National Finance Institute.
Jason Lam is listed with skills including Relationship Management, Financial Services, Banking, Investments, Retail Banking, Commercial Banking, Portfolio Management, and Loans.
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