Mark Concepcion Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

My Strategy Execution role sits within the Transformation & Growth squad, which is responsible for the transforming the Private Bank and Advice proposition. The squad will work on the delivery of singular client value proposition, Go to Market strategy, campaigns for our frontline advice and banking teams, optimised salesforce effectiveness model to improve productivity and capacity for frontline teams and a refreshed product roadmap for High Net-Worth Clients.My role sits within the… Show more My Strategy Execution role sits within the Transformation & Growth squad, which is responsible for the transforming the Private Bank and Advice proposition. The squad will work on the delivery of singular client value proposition, Go to Market strategy, campaigns for our frontline advice and banking teams, optimised salesforce effectiveness model to improve productivity and capacity for frontline teams and a refreshed product roadmap for High Net-Worth Clients.My role sits within the broader Commonwealth Private Transformation & Growth Crew, which provides a range of services to the Wealth and Private businesses across business execution, project delivery and change management, data, insights and reporting, data delivery and operations.My Responsibilities are:- Deliver on the Transformation agenda for Private Bank and Advice and work with teams inPrivate Bank and Advice, as well as, Private Bank and Advice Frontline teams to deliver the initiatives.- Deliver the optimum salesforce effectiveness model for Private Bank Business & Advice tooptimise Banker and adviser productivity and create increased capacity to frontline teams.- Deliver a refreshed product roadmap for Private Bank and Advice tailored for High-Net Worth clients.- Build strong partnerships with the Private Bank and Advice leadership teams and Risk and Compliance teams working in an agile model to accelerate business solutions.- Influence and effectively engage senior stakeholders (EM/GM/EGMs) across PB&A andmultiple Business Units (BUs) of the group to ensure initiatives are effectively delivered Show less

At Commonwealth Private, our ambition is to be the Private Bank that successful Australians recommend. My role is to support the national Commonwealth Private team of passionate people who – with care, courage and commitment – take action every day to ensure we deliver on our purpose in building a brighter future for all.At our core, we provide personalised banking and advisory services to Australia’s high-net-worth individuals and their families. We typically work with clients who have… Show more At Commonwealth Private, our ambition is to be the Private Bank that successful Australians recommend. My role is to support the national Commonwealth Private team of passionate people who – with care, courage and commitment – take action every day to ensure we deliver on our purpose in building a brighter future for all.At our core, we provide personalised banking and advisory services to Australia’s high-net-worth individuals and their families. We typically work with clients who have a household income in excess of $450k p.a. or the intent to invest or borrow at least $2.5 million, and adopt a team-based approach to providing relationship-managed banking and wholesale advice opportunities. We believe ‘Success is Personal’, and your banking should be too.We focus on what matters most to our clients, which is to help them build, borrow, manage and invest their wealth. We do this through a dedicated relationship management model, leveraging experts from the wider Group to bring the best of CommBank to every client. Additionally, we deliver extraordinary end-to-end client services and experiences, including the #1 digital experience for Private Bank clients in Australia.Role consists of:- Research - Risk and Compliance - Strategic initiatives - Managing Key Stake Holders and Subject Matter Experts- Data Analytics- Industry and Market Research- Managing Network and Support team Show less

Melbourne, Victoria, Australia

Commonwealth Private provides personalised banking and advisory services to Australian high-net-worth individuals and their families. We typically work with clients who have a household income in excess of $450k p.a. or the intent to invest or borrow at least $2.5 million, and adopt a team-based approach to providing relationship-managed banking and wholesale advice opportunities.We believe Success is Personal, and banking should be too. As a Private Banker, my role is to work with… Show more Commonwealth Private provides personalised banking and advisory services to Australian high-net-worth individuals and their families. We typically work with clients who have a household income in excess of $450k p.a. or the intent to invest or borrow at least $2.5 million, and adopt a team-based approach to providing relationship-managed banking and wholesale advice opportunities.We believe Success is Personal, and banking should be too. As a Private Banker, my role is to work with clients to understand their unique financial needs - particularly in the lending and deposit space - and provide specialist banking support, advice and service. My core focus is to identify and acquire new clients who would benefit from the holistic Commonwealth Private offering.At Commonwealth Private, we work with the wider Group to bring the best of the Bank to every client, and are committed to delivering an extraordinary end-to-end experience of working with us. Our purpose is to improve the financial wellbeing of our clients and communities across generations. Show less

Our team supports the distribution, engagement and performance of Home Buying within Business & Private Bank (BPB). The team supports BPB segments and channels, in designing their Home Buying strategy and delivery of strategic initiatives.We are focused on ensuring that BPB customers specific needs are integrated into Home Buying strategic initiatives, processes, marketing and offers. We provide support to BPB channels by building lender capability, improving compliance and driving… Show more Our team supports the distribution, engagement and performance of Home Buying within Business & Private Bank (BPB). The team supports BPB segments and channels, in designing their Home Buying strategy and delivery of strategic initiatives.We are focused on ensuring that BPB customers specific needs are integrated into Home Buying strategic initiatives, processes, marketing and offers. We provide support to BPB channels by building lender capability, improving compliance and driving performance. My main priority is for Ultra-high-net-worth individuals (UHNWI) and Private Bank segments.Role consists of:- Research - Risk and Compliance - Strategic initiatives - Managing Key Stake Holders and Subject Matter Experts- Data Analytics- Industry and Market Research Show less

Docklands, Victoria, Australia

Commonwealth Private provides personalised banking and advisory services to Australia’s high-net-worth individuals and their families. We typically work with clients who have a household income in excess of $450k p.a. or the intent to invest or borrow at least $2.5 million, and adopt a team-based approach to providing relationship-managed banking and wholesale advice opportunities. We believe ‘Success is Personal’, and banking should be too. As a Private Banker, my role is to work with… Show more Commonwealth Private provides personalised banking and advisory services to Australia’s high-net-worth individuals and their families. We typically work with clients who have a household income in excess of $450k p.a. or the intent to invest or borrow at least $2.5 million, and adopt a team-based approach to providing relationship-managed banking and wholesale advice opportunities. We believe ‘Success is Personal’, and banking should be too. As a Private Banker, my role is to work with clients to understand their unique financial needs – particularly in the lending and deposit space – and provide specialist banking support, advice and service. My core focus is to identify and acquire new clients who’d benefit from the holistic Commonwealth Private offering. At Commonwealth Private, we work with the wider Group to bring the best of the Bank to every client, and are committed to delivering an extraordinary end-to-end experience of working with us. Our purpose is to improve the financial well-being of our clients and communities across generations.If you’d like to learn more about what we do, please visit visit commbank.com.au/commonwealthprivate or contact me directly via DM, email mark.concepcion@cba.com.au or call 0466 200 334. Show less

727 Collins Streeet Docklands

Commonwealth Private provides outstanding personalised service and trusted advice to high net worth individuals who have household income in excess of $400k p.a. or the intent to invest or borrow at least $2.5 million or more. We offer our clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities. As a Private Banker my role is responsible for developing and managing client relationships by providing outstanding personal… Show more Commonwealth Private provides outstanding personalised service and trusted advice to high net worth individuals who have household income in excess of $400k p.a. or the intent to invest or borrow at least $2.5 million or more. We offer our clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities. As a Private Banker my role is responsible for developing and managing client relationships by providing outstanding personal service and trusted advice to high net worth individuals with the intent to invest or borrow $2.5 million or more. Clients are provided with a full range of financial services, products and innovative solutions with a strong focus on wealth protection, creation, revenue growth and new client acquisition. For seven years running (2009-2014,16) Commonwealth Private has been recognised by the Australian Private Banking Council as the most Outstanding Institution in the $1 to $10 million category. Our vision is to be Australia’s finest Private Bank, excelling at securing and enhancing the financial wellbeing of our clients and their families. Show less

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Operations Support - Lending Cell (CBD Melbourne)Mobile Lending AssistantInsurance SpecialistActing Branch ManagerActing Assistant ManagerTeller SupervisorSenior Customer Service Specialist

Australia

World Supremacy Battlegrounds/Groove Division:Acquisition, Accumulation, maintaining and retention of Corporate Sponsorships. Managing Interstate and International Event Managers (15 Managers) in ensuring high quality events are run with minimal expenses and high profit return. Oversee business plan per event andapproval of extensive promotions, marketing, advertising and operational plans.

Master Of Business Administration, Mba

Education record

It And Business Information