Mark Willis work email
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Mark Willis personal email
Senior Manager/Executive/ Finance and Wealth professional with a proven track record in leading Client Relationship Teams to deliver outstanding results. Extensive experience in developing networks and resilience through significant change in economic and business environments. Clear ability to motivate and inspire staff to maximize their potential to achieve business and personal goals.Key Strengths• Outcome focused to benefit both Business and Client goals.• Demonstrated ability to empower staff creating a culture to deliver outstanding results. • Strong Client Relationship skills with ability to develop new and maintain existing clients.• Experience in strategic planning, implementation and execution.• Strong communication, people and influencing skills enabling the development of networks, key clients, staff and groups.• A working knowledge of risk management issues and compliance• Experienced lender and investment strategist.
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Finance Partner For SmesRetired May 2023 - Present
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Private Client ExecutiveNational Australia Bank Feb 2013 - Sep 2013Level 2, 17 Carnaby Street MaroochydoreLed a High Net Wealth Practice consisting of client portfolios managed by Private Client Managers/Assistants being responsible for the development of people, business and the client experience. -
Private Client DirectorNational Australia Bank Jan 2009 - Nov 2012Private Wealth - Sunshine CoastLed all aspects of the Sunshine Coast Private Wealth Business Unit to achieve exceptional client service, strong growth with great employee outcomes while managing an Ultra High Net Wealth Portfolio.
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Private Client ManagerNational Australia Bank Mar 2002 - Dec 2008Private Wealth - BrisbaneManaged a portfolio of 250 High Net Wealth Clients, providing the highest quality banking, investment and portfolio service. The focus was on the team building excellent relationships through quality consultative conversations to understand client’s needs leading to enhanced revenue and cross sell.
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Business Banking ManagerNational Australia Bank Feb 1996 - Feb 2002Brisbane, AustraliaBuilt and maintained a portfolio of Business Relationships focused on understanding the client’s business and finance needs by providing outstanding client service. Strong participation in the Business Banking Team by supporting leadership, rewarding and training team members.
Mark Willis Skills
Mark Willis Education Details
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Securities Institute Of AustraliaGraduate Diploma Of Financial Planning -
Accounting
Frequently Asked Questions about Mark Willis
What company does Mark Willis work for?
Mark Willis works for Retired
What is Mark Willis's role at the current company?
Mark Willis's current role is Retired.
What is Mark Willis's email address?
Mark Willis's email address is ma****@****.com.au
What schools did Mark Willis attend?
Mark Willis attended Securities Institute Of Australia, University Of Southern Queensland.
What skills is Mark Willis known for?
Mark Willis has skills like Private Banking, Commercial Banking, Wealth Management, Relationship Management, Banking, Loans, Portfolio Management, Retail Banking, Financial Services, Commercial Lending, Wealth, Credit Analysis.
Who are Mark Willis's colleagues?
Mark Willis's colleagues are Mike Hey, Todd Endicott, Gery Bettendorf, David Bryce, Rogelio Taer, Laurie Doney, Pfp, Wes Stitt.
Not the Mark Willis you were looking for?
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Mark Willis
Greater Melbourne Area2vanguard.com.au, typsy.com1 +614219XXXXX
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1sydneywater.com.au -
2aecom.com, adpconsulting.com.au -
1bigpond.com
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