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Kelvin Lai Email & Phone Number
Manager - Disclosure Compliance
at
Equity Trustees
1 work email found
@amp.com.au
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Manager - Disclosure Compliance
Location
Melbourne, Victoria, Australia
Company size
Who is Kelvin Lai? Overview
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Quick answer
Kelvin Lai is listed as Manager - Disclosure Compliance at Equity Trustees, a company with 411 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at amp.com.au and a matched LinkedIn profile for Kelvin Lai.
Kelvin Lai previously worked as Product Analyst - Funds Management at Australian Unity and Priority Service - Relationship Manager at Praemium. Kelvin Lai holds Master Of Business Administration - Mba, Business Administration And Management, General from Australian Institute Of Business.
Company email context
Email format at Equity Trustees
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{first}_{last}@amp.com.au
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Profile bio
About Kelvin Lai
Results-driven and relationship-focused professional with extensive experience in the financial services sector. Proven track record in implementing process improvements, managing relationships with key clients, delivering top-tier technical support, and fostering a culture of high performance and service excellence.In my current role as Priority Service Relationship Manager at Praemium, I excel in building and maintaining robust relationships with key clients, while simultaneously driving continuous improvements within the organization. My experience at AMP North allowed me to successfully lead a new team dedicated to mitigating operational risks and providing exceptional technical support. I have also contributed my expertise to numerous business projects aimed at refining platforms to comply with government regulations and product updates.Possessing a deep understanding of Single Managed Account (SMA) operations, I take pride in leveraging this knowledge to address and resolve various product and service-related queries, enhancing customer satisfaction and business performance.I am constantly driven by the goal of enhancing operational efficiencies and boosting customer satisfaction through innovative strategies and meticulous attention to detail. I believe in fostering strong relationships, not just with clients, but also within the teams I work with, recognizing that collaborative efforts often yield the best results.Feel free to reach out if you're interested in discussing financial services, process improvements, or potential collaborations.
Current workplace
Kelvin Lai's current company
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Equity Trustees
6 roles
Kelvin Lai work experience
A career timeline built from the work history available for this profile.
Product Analyst - Funds Management
CurrentAs a Product Analyst at Australian Unity, I focus on maintaining and enhancing the value of our existing product suite, which includes investment bond products and managed investment schemes, to deliver optimal outcomes for both customers and Australian Unity. I play a key role in implementing regulatory change and compliance initiatives, ensuring that our.
Sep 2023 - Present
Priority Service - Relationship Manager
Fostered and maintained relationships with 10 key external client stakeholders, representing over 35% of total assets on the Praemium platform.Retained the company's largest client, holding 20% of total assets, by understanding their needs and utilizing platform capabilities.Provided analytical support and expertise to enhance the platform in accordance.
Jul 2021 - Jun 2023
Senior Operations Support Specialist (Sme/Ba) - North
Established expertise in operational functions of the North platform, resolving 200+ queries monthly.Built relationships with 50+ stakeholders through regular meetings and digital workspace, improving cross-functional communication.Provided analytical support on projects aligning with legislation and product updates, collaborating with key.
Aug 2019 - Jul 2021
Team Leader - Operations
As a technical and subject matter expert, resolved an average of 300 queries per month about products, services, legislation, superannuation, insurance, and investments. This led to a decrease in case resolution time and improved process efficiency by identifying and eliminating non-value-adding steps.Conducted thorough research and analysis on product.
Mar 2018 - Dec 2019
Golden Nugget Hotel - Duty Manager
Jan 2013 - Dec 2017
Team & coworkers
Colleagues at Equity Trustees
Other employees you can reach at eqt.com.au. View company contacts for 411 employees →
CG
Christine G.
Colleague at Equity Trustees
Sydney, New South Wales, Australia, Australia
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PG
Pam Grindley
Colleague at Equity Trustees
Hallett Cove, South Australia, Australia, Australia
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ML
Melissa Loschiavo
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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DH
David Holt
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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PA
Peta Asaad
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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EK
Edmund Ko
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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JE
James Edward John Connell
Colleague at Equity Trustees
Greater Sydney Area, Australia
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AW
Alan Wolf
Colleague at Equity Trustees
Greater Adelaide Area, Australia
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MS
Mohamed Sherajul Islam
Colleague at Equity Trustees
Qatar, Qatar
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JP
Jay Petersen
Colleague at Equity Trustees
Milford, Virginia, United States, United States
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Christine G.
Colleague at Equity Trustees
Sydney, New South Wales, Australia, Australia
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PG
Pam Grindley
Colleague at Equity Trustees
Hallett Cove, South Australia, Australia, Australia
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ML
Melissa Loschiavo
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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DH
David Holt
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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PA
Peta Asaad
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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EK
Edmund Ko
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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JE
James Edward John Connell
Colleague at Equity Trustees
Greater Sydney Area, Australia
View →
AW
Alan Wolf
Colleague at Equity Trustees
Greater Adelaide Area, Australia
View →
MS
Mohamed Sherajul Islam
Colleague at Equity Trustees
Qatar, Qatar
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JP
Jay Petersen
Colleague at Equity Trustees
Milford, Virginia, United States, United States
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1 education record
Kelvin Lai education
FAQ
Frequently asked questions about Kelvin Lai
Quick answers generated from the profile data available on this page.
What company does Kelvin Lai work for?
Kelvin Lai works for Equity Trustees.
What is Kelvin Lai's role at Equity Trustees?
Kelvin Lai is listed as Manager - Disclosure Compliance at Equity Trustees.
What is Kelvin Lai's email address?
AeroLeads has found 1 work email signal at @amp.com.au for Kelvin Lai at Equity Trustees.
Where is Kelvin Lai based?
Kelvin Lai is based in Melbourne, Victoria, Australia while working with Equity Trustees.
What companies has Kelvin Lai worked for?
Kelvin Lai has worked for Equity Trustees, Australian Unity, Praemium, Amp, and Melbourne Racing Club.
Who are Kelvin Lai's colleagues at Equity Trustees?
Kelvin Lai's colleagues at Equity Trustees include Christine G., Pam Grindley, Melissa Loschiavo, David Holt, and Peta Asaad.
How can I contact Kelvin Lai?
You can use AeroLeads to view verified contact signals for Kelvin Lai at Equity Trustees, including work email, phone, and LinkedIn data when available.
What schools did Kelvin Lai attend?
Kelvin Lai holds Master Of Business Administration - Mba, Business Administration And Management, General from Australian Institute Of Business.
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