Daniel Leach Email & Phone Number

Sydney, NSW, AU

Sydney, New South Wales, Australia

Sydney, Australia

• Building reports and performing analysis of investments, trades and portfolios.
• Writing commentary on portfolios, investments and markets.
• Performing investment analysis and research as requested by the company directors.
• Meeting with fund managers with enquiries related to investments.
• Recommending and implementing portfolio changes in separately managed accounts.
• Supporting various other investment operations.

Mona Vale Platinum

• Providing personalised services to all members and guests to maintain and ensure a high level of customer service.
• Taking full responsibility for greeting, directing and assisting customers while maintaining high-quality customer service standards.
• Assisting and educating members and guests with knowledge and experience of all fitness offerings in the club.
• Obtaining feedback from members regarding the quality of the service provided and escalating relevant information to the Senior Receptionist for action.

Mosman Platinum

• Achieving monthly sales targets in accordance with company guidelines.
• Completing presentations and appointments with potential new members referencing appropriate price material.
• Maximising sale opportunities by utilising promotion campaigns, member referrals and following up self-generated leads.
• Maximising member visitations and experience through after sales care.
• Provide excellent client management by building and maintaining relationships with new and existing members.

Balgowlah Platinum

• Providing personalised services to all members and guests to maintain and ensure a high level of customer service.
• Taking full responsibility for greeting, directing and assisting customers while maintaining high-quality customer service standards.
• Assisting and educating members and guests with knowledge and experience of all fitness offerings in the club.
• Obtaining feedback from members regarding the quality of the service provided and escalating relevant information to the Senior Receptionist for action.