Jason Lam Email & Phone Number

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.Servicing: Hong Kong; Singapore; Sydney; and other international hubs (on request).We specialise in helping Australians who live and work abroad with their Australian mortgage needs. Primary services provided include:√ Relationship management√ Finance for Australian property√ RefinancingWhilst we aim to satisfy your primary objective, we want to provide you with a holistic service by working with like minded professionals to provide the following services:√ Property sourcing services √ Utilities (gas and electric) connections√ General Insurance √ Foreign exchange services√ Super, investment and personal insurance advice√ Tax advice

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 landscape to match the right lender to each households specific needs and objectives.Servicing: Hong Kong; Singapore; Sydney; and other international hubs (on request).Primary services provided include:- Relationship management- Finance for Australian property- RefinancingI am also able to connect clients with other financial experts to maximise and protect my clients wealth potential.

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 and people to prosper and grow.We have a range of products and services that can help meet your needs and contribute to the potential returns you’re after, including:- Multi-Currency Property Finance- Cash-Backed loans- Multi-Currency Term Deposits- Investments- Foreign Exchange and Remittance.

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 to drive leads into the team. - Developing Consultants through monthly one on ones, regular side by side observations and ad-hoc coaching when required.

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 Protection, Superannuation (SMSF), Lending, Gearing, Tactical and Strategic Advice

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 Super for Life, BT Investment and Wholesale funds, Wrap, BT Corporate Super, BT Margin Lending and, Westpac Super and Investment products.- Worked with product and marketing to ensure targets were met for the team and all the product lines involved.

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 updating the daily FX ratesheet.

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.

Diploma Of Finance And Mortgage Broking Management

Certificate Iv Of Finance And Mortgage Broking Management

Education record

Completed Licensing Examination for Securities and Futures Intermediaries, Completed: Papers 1 - Fundamentals of Securities and Futures.

Diploma Of Financial Services (Financial Planning), Financial Planning And Services

Diploma Of Financial Services (Financial Markets), Financial Markets

Bachelor Of Behavioural Health Science, Psychology, Sociology And Health Admin

Certificate Iv Workplace Training And Assessing, Training And Assessment