Jonathan Cooper Email & Phone Number

Perth, Western Australia, Australia

Perth, Australia

Perth, Australia

Perth, Australia

• The role of a Relationship Manager is to deliver against Automic Registry Services' client objectives.RMs are ultimately responsible for the premium delivery of services to Automic’s clients and their investors. This.
• Building and maintaining strong working relationships with company secretaries and other executive level client contacts
• Managing client expectations
• First point of contact on all client matters
• Ensuring all registry tasks achieve the desired outcomes of Automic and its clients
• Project and mailing management

Perth, Western Australia

• The role of a Client Relationship Manager is to deliver against Link Market Services Limited’s client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum.
• Building and maintaining strong working relationships with company secretaries and other executive level client contacts
• Managing client expectations
• First point of contact on all client matters
• Ensuring all registry task achieve the desired outcomes of Link and its clients
• Project and mailing management

• Working within the bancassurance industry, supporting the corporate partnership between AXA and The Co-operative Bank. Providing financial advice to the bank’s customers in areas such as investments, life protection.
• Meeting with clients to discuss goals, needs and objectives with a view to completing a full financial review and recommending solutions.
• Meeting activity levels and lead generation requirements.
• Building relationships with key contacts within the branch network; coaching and motivating them to help generate quality referrals and sales.
• Identifying and converting opportunities for driving sales growth and cross selling.
• Ensuring appropriate records are maintained and comply with regulatory requirements

• A fully licensed financial adviser within one of the “Big 4” banks within the UK. Working with the banks clients on a daily basis and offering financial advice in areas such as investments, life protection and.
• Achieve target in meeting the demands of the business by converting introductions into new business, ensuring achievement of the company’s minimum standard conversion rates.
• Conduct interviews with new and existing clients to review and meet their immediate and on-going financial needs; actively selling and/or introducing appropriate bank products and services and referring to other.
• Ensure delivery of service standards and sales targets for own area of responsibility, so clients are provided with a competitive and responsive level of service and sales/income targets are met.
• Produce a quarterly business plan, implement, review progress and take necessary corrective action to ensure delivery of the required business results.
• Produce timely and accurate reporting and recording of information as required by the Company ensuring that trends and opportunities can be identified by senior colleagues in a timely fashion.