Phillip Yang Email & Phone Number

Mount Gravatt, Queensland, Australia

Brisbane, Queensland, Australia

• Provide one-on-one support to my clients and have a genuine understanding of current needs and what they hope to achieve in the future.• Portolio Management - Manage affluent / high net worth clientele. (Doctors, Solicitors, Engineers, Managers & many other professions)• Specialise in consumer home lending• Acquisition of new clientele, working with internal and external stakeholders. Retention of existing clientele.• RG146 Accreditation• Face to Face, Video Conference/Digital & Phone Based.

Brisbane, Queensland, Australia

• Unique opportunity to reach out to all Westpac branches across QLD and conduct appointments with customers via video conferencing.• Ability to build and maintain relationships with potential and current customers. Building brand and loyalty.• Specialise in financial products for Business Banking involving complex Business/Trust entities.• Specialise in financial products for all other Consumer banking enquiries.• Performing KYC checks by obtaining correct legal documentation and adhering to AML standards while onboarding customers.• Maintain accurate documentation of customer conversations.• Establishing quality rapport and effective relationships with key contacts, internal and external stakeholders

Brisbane, Australia

• RG146 Accredited• Accredited to opening financial products to customers (Bank Accounts, Personal Loans, General Insurance)• Liaise with other business units and stakeholders to help find solutions for our customers. (Home Lending & Business Lending)

Brisbane, Australia

• Tailor telecommunications products to customer needs.• Professionally present OPTUS products, negotiate contract terms and produce contracts for customers.• Ensure compliance is met as per OPTUS’s Policies, Procedures, Business Rules and abiding by the law.• Requires extremely high levels of information technology knowledge as there are numerous complex IT systems in place to complete different tasks.• Experienced in working collaboratively with other team members and managers on hitting KPI’s with the help of numerous workshops and self-learning.• Fast pace environment that is heavily customer facing.• Develops knowledge of phones, tablets including specifications and provide technical support to customers.• Develop strong leadership and train new recruits.

Rg146 Tier 2 Personal Advice Accrediation, Banking And Finance

Double Degree In Bachelor Of Business/Information Technology, Finance/Information Systems