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Joey Ding Email & Phone Number
Client Service Manager | Financial Services Professional | Client-Centric Solutions Provider
at
ZONE FINANCIAL SERVICES LIMITED
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Client Service Manager | Financial Services Professional | Client-Centric Solutions Provider
Location
Greater Sydney Area, Australia, Australia
Who is Joey Ding? Overview
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Quick answer
Joey Ding is listed as Client Service Manager | Financial Services Professional | Client-Centric Solutions Provider at ZONE FINANCIAL SERVICES LIMITED, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Joey Ding.
Joey Ding previously worked as Assessment Consultant at Nab and Quality Assurance Consultant at Minterellison. Joey Ding holds Advance Diploma Of Financial Planning, Finance And Financial Management Services from Mentor Education.
Company email context
Email format at ZONE FINANCIAL SERVICES LIMITED
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ZONE FINANCIAL SERVICES LIMITED
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Profile bio
About Joey Ding
As a seasoned professional in risk and compliance within the wealth management sector, I bring extensive experience in advice remediation, risk management, and regulatory compliance. I have a strong track record in reviewing SOAs and ROAs, managing client compensation processes, and delivering accurate, compliant solutions.My analytical expertise enables me to assess risks effectively, while my proven stakeholder management skills allow me to collaborate across teams to achieve strategic business outcomes. With a focus on leading large-scale remediation programs, I ensure projects are completed on time and meet regulatory standards.Bilingual in Mandarin and English, I pride myself on providing high-quality, client-focused service while driving business success through effective communication and problem-solving.
Current workplace
Joey Ding's current company
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8 roles
Joey Ding work experience
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Assessment Consultant
Current
Apr 2022 - Present
Jan 2020 - Jan 2022
Advice Remediation Manager At Amp
Responsible for the successful execution of customer remediation program.Deliver end to end customer remediation program that is valued by both customers and advisers.Technical advice; using skills to form an assessment of the customer’s advice and related issues specific to their circumstances. Work through appropriate customer remediation.
Apr 2019 - Jan 2020
Advice Remediation Analyst
- Take ownership of the data collation relating to financial advice case files
- Ensure the correct and efficient preparation of files for assessment
- Verify and validate the completeness of case files in line with the prescribed process guidance
- Achieve or exceed performance targets in relation to quality and productivity for cases allocated
- Investigate and document discrepancies identified
- Develop skills to being undertaking simple case assessments once qualified for RG146
May 2017 - Apr 2019
Sales Acquisition Consultant
Sales Focus- Analyse and understand market trends and business drivers such as competitiveposition, local economic conditions, sales performance indicators and financial metrics.- Proactively participate in prospecting campaigns and ensure that sales opportunities aremaximizedRelationships- Contribute to relationship management of selected Stakeholders.
May 2016 - May 2017
Marketing Coordinator (Pt)
Global Voyage Migration Consulting Co.
- Development and implementation of the Brand strategy
- Developing and delivering marketing and communications strategies for the organisation
- Make presentations to help the client understand the investment opportunity and provide solutions with clear graphs, facts and figures
- Gather investment information and introduce the latest popular investment opportunities to client
- Guide the investors to make correct long term and short term investment strategies for the client.
- Get in touch with china headquarter on daily basis to discuss the process of ongoing project
Jan 2014 - Jun 2016
Paraplanner
- Liaising with our existing clients on an on-going basis to provide exceptional customer service
- Provide regular investment reports to our Gold Clients
- Financial Modelling and Forecasting
- Assistance in writing of Advice Document ( Financial Plan or Statement of Advice)
- Reconciliation of Data before proceeding to Financial Modelling
- Participate in Marketing Campaigns to target client groups
Oct 2015 - May 2016
2 education records
Joey Ding education
Advance Diploma Of Financial Planning, Finance And Financial Management Services
Bachelor Of Finance, Finance, General
FAQ
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What company does Joey Ding work for?
Joey Ding works for ZONE FINANCIAL SERVICES LIMITED.
What is Joey Ding's role at ZONE FINANCIAL SERVICES LIMITED?
Joey Ding is listed as Client Service Manager | Financial Services Professional | Client-Centric Solutions Provider at ZONE FINANCIAL SERVICES LIMITED.
Where is Joey Ding based?
Joey Ding is based in Greater Sydney Area, Australia, Australia while working with ZONE FINANCIAL SERVICES LIMITED.
What companies has Joey Ding worked for?
Joey Ding has worked for Zone Financial Services Limited, Nab, Minterellison, Amp, and Big 4.
How can I contact Joey Ding?
You can use AeroLeads to view verified contact signals for Joey Ding at ZONE FINANCIAL SERVICES LIMITED, including work email, phone, and LinkedIn data when available.
What schools did Joey Ding attend?
Joey Ding holds Advance Diploma Of Financial Planning, Finance And Financial Management Services from Mentor Education.
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