Kevin Andersen Email & Phone Number

Auckland, Nz

Auckland, New Zealand

The Private Bank Family Office caters specifically for the needs of the wealthiest and most successful families. Focus is on connecting clientele with resources and infrastructure required for successful inter-generational wealth management,Banking, debt and treasury solutionsLocal Banking needs including access to corporate and commercial bankers as well as fulfilling transactional requirements and FXWealth management and investment services including execution only services and bespoke investment strategies through JBWere

Auckland

Finalised AFA (Authorised Financial Advisor) requirements in financial advice, insurance, investments and mortgages

New Zealand

Developed and implemented SME acquisition strategy, built share of target segment clientele & developed new to bank networks within the business community through offering compelling value to customers with a differentiated proposition.Helped SME Businesses grow and prosper through positioning of effective business tools, solutions and digital engagement.BNZ Small Business won the Canstar 'Best Small Business Bank in NZ' 7 out of 8 years - recognition for a passionate team who believe in NZ 'Inc' and deliver value.

New Zealand

Built a focused national team to acquire target segment customers, driving uplift in business acumen and capability to support overall SME Acquisition strategy. Responsible for bottom line growth and profit targets. Ensured that overall structure, operating systems and representation/capability in key areas leveraged opportunities and supported business growth requirements and objectives.

New Zealand

Set up of external acquisition targets, target segment, team structure, reward systems, selection and training requirements. Engaged with retail, business and marketing structures to facilitate alignment, support and engagement. Focus on setting up CRM and workflow disciplines to build for success.

Auckland

Leading a central team to provide market leading service through key differentiators – quality of advice and accessibility to support core value proposition.

Gauteng/South Africa

Building alignment strategies internally and externally for insurance, health and banking product houses/distribution channels as well as product design and integration for the Multiply Wellness and Rewards initiative (www.multiply.co.za) Driving innovation and change relative to achieving success metrics - conversation coaching and value add engagement for outbound call centerUltimate accountability for end user growth and engagement across Insurance - Group Risk and individual/Bank/Medical Scheme overlap (Bankassurance)Formulating and implementing strategies to acquire both individual and Group/Institutional customers using a Loyalty, Rewards and Wellness Program - target market entry points : Institutional & Commercial Groups/Key Brokers/Government departments/existing baseMaximised cross and upsell at an institutional level (including Partner based initiatives, scheme administration, group benefits such as risk and institutional banking solutions etc)Initiated first 'outbound' call strategy as well as internal auto identification of needs and subsequent referral

Sandton, South Africa

Developed and implemented acquisition strategy for high value customers (bespoke advice and services including individualised structured finance, tax, wealth creation and protection advice, portfolio management as well as estate planning)Channel was first acquisition unit to achieve a billion net loan facility utilisation in under 3 years and had best ROE in Pvt Bank.

Johannesburg Area, South Africa

Area Mortgage Centre implementation and management:Seconded to project/implementation team for first Mortgage Loan regional centre & instituted both territory segmentation, realtor relationship management and target allocationGrew suburb loan penetration from 29% to 36% within 18 monthsInstituted outcomes based remuneration for regional team of 20 Loans Consultants

Rosebank

Responsible for sales (team) through main branch and 4 'sub-branches':Met all targets for investments (Term & Unit Trusts etc) Loans (business & individual overdrafts, Mortgages, Term Loans etc) Cheque accounts, Credit cards, Vehicle Finance, ForexDrove segmented market focus which reduced cost of business and improved marginsEstablished and maintained relationships with key local centre of influence leads sources

Sandton City, Johannesburg, South Africa

Branch Manager :Manage and lead branch operations, lending, product sales and administration. Won Group annual incentive trip for performance.Various positions within banking/financial sevices

Johannesburg Area, South Africa

Investigations/reporting/quantification of risk/Forex

Bachelor Of Commerce - Bcom, Business Administration And Management, General

Leadership In The Connection Economy/Business Dynamics

Programme in personal leadership, mentoring, diversity, empowered communication, planning and growing a new culture, leading.

Afa (Authorised Financial Advisor) Qualified, Completed All 4 Core Subjects, Investments, Insurance And Mortgage Lending Strands

Chartered Banker, Banking And Financial Support Services, Pass With Merit

Investments, Insurance, Lending