An adaptable, dedicated and versatile Regional Client Manager with over 20 years’ experience in financial planning practice development, financial advice, insurance and wealth management.Demonstrated achievements in developing and maintaining successful and lucrative working relationships with financial advisers, business owners of financial planning practices, compliance as well as external product and service providers across Melbourne, Sydney, Perth and Brisbane.Proven track record of successfully coaching and training teams, ensuring high standard of service levels, customer experiences and following processes to achieve business outcomes. Thorough understanding of the business needs and objectives, proven track records optimising processes and able to identify and manage lucrative opportunities. Always maintain a detailed and high level of current knowledge in relation to compliance matters and business rules.
Listed skills include Practice Development, Business Process Improvement, Business Planning, Financial Planners, and 12 others.