Responsible for driving key relationships and developing a portfolio of 150+ international clients whilst identifying new and existing foreign exchange opportunities, lending approvals and deposit acquisitions for increased balance sheet growth and revenue streams. Foreign Exchange Specialist driving new products and brand awareness.Portfolio Dynamic: 150-200 HNW Clients, Fund Managers and SMEForeign Exchange Revenue: >A$400K p.a.Funds under… Show more Responsible for driving key relationships and developing a portfolio of 150+ international clients whilst identifying new and existing foreign exchange opportunities, lending approvals and deposit acquisitions for increased balance sheet growth and revenue streams. Foreign Exchange Specialist driving new products and brand awareness.Portfolio Dynamic: 150-200 HNW Clients, Fund Managers and SMEForeign Exchange Revenue: >A$400K p.a.Funds under Management: >A$50MFunds under Management Annual Growth: >A$8M p.a.Lending Threshold: $5-10M p.a.• Exceeded FX Revenue KPI 107% in FY18 through 1,900 client trades (138% in FY17 and 134% in FY2016) with Funds under Management Annual Growth surpassing 125%.• Continue to develop new strategies to remain relevant, profitable and ensure we are ahead of our competitors in key acquisition and customer satisfaction measures.• Maintaining frequent contact with new and existing clients presenting opportunities, client account monitoring, providing general servicing upkeep and ongoing foreign exchange rate market observations.• Drove the Westpac brand in international markets with exposure at several business functions and industry expos. Show less

Start-up brokerage thereby required capture new business. Contacted, closed and provided ongoing client support with market updates and potential trading opportunities including platform expertise. Execution only role adding extra value through derivative trading product sales including CFD’s and spread betting using MT4 trading platform.Portfolio Dynamic: 50-100 HNW Clients, Fund Managers, IFA’s and SMEPortfolio Growth: 2 p/wLots/Trades: 1,000 p/m• Identified… Show more Start-up brokerage thereby required capture new business. Contacted, closed and provided ongoing client support with market updates and potential trading opportunities including platform expertise. Execution only role adding extra value through derivative trading product sales including CFD’s and spread betting using MT4 trading platform.Portfolio Dynamic: 50-100 HNW Clients, Fund Managers, IFA’s and SMEPortfolio Growth: 2 p/wLots/Trades: 1,000 p/m• Identified HNW, c-level executives, IFAs and fund managers for portfolio management.• Supervised and assisted with training new employees whilst also working close with senior management.• Presented and encouraged clients with ongoing market updates and potential trading opportunities resulting in client lots/trades exceeding 112%.• Resolved complex service issues to further drive brand values whilst operating within FCA regulations. Show less

Dynamic trading desk required to self-source leads for promoting and selling online trading products including shares, CFD’s and spread betting and to build a portfolio of regular trading activity accompanied with market research and strategies. Execution only role, providing clients with regular market updates, movements and news.Portfolio Dynamic: 40-50 HNW Clients, Fund Managers, IFA’s and SMELots/Trades: 500 p/m• Formed networks and generated substantial new… Show more Dynamic trading desk required to self-source leads for promoting and selling online trading products including shares, CFD’s and spread betting and to build a portfolio of regular trading activity accompanied with market research and strategies. Execution only role, providing clients with regular market updates, movements and news.Portfolio Dynamic: 40-50 HNW Clients, Fund Managers, IFA’s and SMELots/Trades: 500 p/m• Formed networks and generated substantial new business referral streams for expanding global business partner network.• Recognised and established key stakeholders and cross-sold products through liaison with nationwide and international introducing brokers and fund managers.• Ensured robust adherence with quality compliance, sales processes and brokerage controls.• Captured regular transfer amounting to in excess of 180% of monthly target. Show less

Within an inbound and outbound, fast-paced sales brokering environment, encouraging and selling financial market investment products including shares, CFD’s and spread betting to create a book of regular trading and investing retail clients in addition to co-operating with HNW clients to expand the nationwide client base and trading volumes.Portfolio Dynamic: 40-50 HNW ClientsLots/Trades: 200 p/m• Created referral streams with fund managers and introducing brokers… Show more Within an inbound and outbound, fast-paced sales brokering environment, encouraging and selling financial market investment products including shares, CFD’s and spread betting to create a book of regular trading and investing retail clients in addition to co-operating with HNW clients to expand the nationwide client base and trading volumes.Portfolio Dynamic: 40-50 HNW ClientsLots/Trades: 200 p/m• Created referral streams with fund managers and introducing brokers generating swift portfolio development.• Identified potential investors, developed relationships and cross-sold products due to extensive knowledge of financial products across various markets and asset classes.• Upheld compliance, quality and sales processes including trading platform policies due to operating under IG Group white labelling.• Secured several high profile accounts resulting in 150% of trade growth. Show less

Competitive insurance telesales role responsible for generating new insurance premiums and upselling existing policies. Maintaining broad knowledge of products and services across various insurance and warranty plans. Team leader responsible for sales coaching due to consistent high performing track record and proactive approach. New Policy Sales: 25 p/w• New policy sales per week exceeded 240% throughout employment with several quarterly and annual incentives… Show more Competitive insurance telesales role responsible for generating new insurance premiums and upselling existing policies. Maintaining broad knowledge of products and services across various insurance and warranty plans. Team leader responsible for sales coaching due to consistent high performing track record and proactive approach. New Policy Sales: 25 p/w• New policy sales per week exceeded 240% throughout employment with several quarterly and annual incentives completed.• Created and planned sales coaching sessions for team and new starters.• Generated additional sales volume through customer recommendations including retained business from policy renewals.• Liaised with product representatives in order to better understand policies key features and benefits. Show less

Commission-only based field sales role for marketing company representing several charities including RSPCA, British Red Cross, RSPB, NDCS, WWF and Oxfam. Required to approach residents within various demographic areas to generate new membership donations.Doors Approached: 200 p/dSales: 3 p/d• New membership acquired exceeded 130%.• Attended regular industry expos and events to raise brand awareness.• Coaching in sale for team and new starters following… Show more Commission-only based field sales role for marketing company representing several charities including RSPCA, British Red Cross, RSPB, NDCS, WWF and Oxfam. Required to approach residents within various demographic areas to generate new membership donations.Doors Approached: 200 p/dSales: 3 p/d• New membership acquired exceeded 130%.• Attended regular industry expos and events to raise brand awareness.• Coaching in sale for team and new starters following promotion to team leader.• Liaised with charities directly to provide further insight to how donations help with the ongoing work a support provided by the chosen charity working with at the time Show less

Performed on tour around the United Kingdom and Europe.Television shows and music videos.Teaching and choreographing for dance schools, classes, shows and events.Performed for charity events.