Ricky Jackson Email & Phone Number

Pyrmont, New South Wales, Australia

Our purpose is to fund property investors to reach true freedom.At Fundii, you are at the core of everything we do. We start with your current position,understand your goals and design a tailored plan to get you there. Every FundiiDesign, solution and experience is created to earn and keep your trust in us, for life.Fundii attracts, nurtures and grows the very best talent. We’re curious, creative andpassionate about property investment and finance. We’re sophisticated propertyinvestors and own large property portfolios. We understand property investmentdeeply because we do it ourselves. We’re excited to share our knowledge and provideyou with best-in-class finance and property advice that accelerates your journeytowards true freedom.

Sydney, New South Wales, Australia

Client Services Manager to ASX listed and unlisted companies.First point of contact for all registry requirements, dealing with corporate secretarial and C level contacts.Responsibilities include:- building and maintaining key relationships- maintaining a portfolio of unlisted bonds- providing services in accordance with SLA's- reviewing ongoing requirements and enhancements- resolving escalated items of business- keeping up to date with ASX, ASIC and industry developments

Sydney, New South Wales, Australia

Pulse Markets was founded in 2001 and has grown into a diversified financial services operation with a wealth of investment experience. Its core services today include, ECM/Corporate AdvisoryDerivativesManaged Discretionary AccountsAFSL Services

Sydney, Australia

At NAB Private Wealth, we partner with you and your family to provide highly personalised private banking and wealth management solutions tailored to your individual needs.You have the flexibility to choose from our comprehensive range of advice and services including private banking, investment advice and portfolio management, financial advice, superannuation, trustee services, estate planning and philanthropy.My Current Duties Include But Are Not Limited To:• Maintain a portfolio of Affluent / High Net Worth clients• Advice and selling of Mortgage Products• Facilitating in the sale of specialised Products within the risk/investment space• Offering Bonds & Tailored Products such as Hybrids from our Markets Desk• Liaise with multiple product partners across my network and the NAB Group• Review of client accounts and expenditure • Growth of portfolio via introducers and referrals • Conducting sales meetings with the rest of my team• Developing sales campaigns to drive business• Market analysis to meet clients expectations and needs• Building and maintaining relationships, internal and external to the organisation. • Attending regular credit committee meetings.

Sydney, Australia

I arrived in Australia and spent time travelling before settling in Sydney. It was at this point that I decided to enter into the banking sector where my skills, experience and knowledge were mature and transferable. I secured a relationship role with Westpac. This role put all of my skills to the test it was a challenging role that required in-depth knowledge around all product areas, my adaptability enabled me to gain valuable local market experience whilst delivering to my clients.Role Duties:-• Manage a portfolio of 160 Customers. • Advice and selling of Mortgage products. • Business development through introducers/business leaders. • Understanding customer needs and matching products accordingly. • Reviewing of customer accounts and expenditure. • Building and maintaining relationships both internal and external to the organisation. • Attended regular credit committee meetings. • In-depth report writing and analysis for structured deals and new accounts. • Attended networking events seminars to win new business from competitors. • Liaise with multiple product partners within the group

London, United Kingdom

After many years in the Personal Banking arena, I decided to expand my knowledge and experience and moved into the Commercial sector of RBS. My lending and customer service experience was vital in this role as I was responsible for maintaining relationships with large and sometimes multi-national companies. This role required a new degree of management style and a more focused approach; This role also came with leadership responsibility in the form of assistants as direct reports.Duties Included:• Assisted in the Management of a portfolio of 30 customers with a turnover between £1-£25 Million.• Negotiated Lending deals.• Responsible for inputting and collating MI data. • Negotiated borrowing terms and margins• Responsible for credit proposals. • Offer payment solution products.• Liaised with multiple product partners within the group.• Business development via introducers and local business leaders.• Attended regular credit committee meetings.• In-depth report writing and analysis for structured deals and new accounts.• Attended networking events and seminars to win new business from competitors.• Negotiating credit interest rates when winning new balances from clients.• Staff development and training

London, United Kingdom

The Royal Bank Of Scotland Group, LondonExpatriate Relationship Manager (Seconded to Banco Santander- Spain)Building on my experience in Private Banking I was identified as a candidate for a secondment role in which I was sent to Spain and placed on loan to Banco Santander. This was a challenging role and pushed me beyond any previously set goals. I was solely in charge of my portfolio and fully responsible for developing any future business and growth of my portfolio. Duties:• Business development management through local business leaders and Introducers. • Advice and selling of mortgage products for non-residents. • Selling of savings and investment products including stocks and shares. • Negotiating mortgage rates and arrangement fees. • Customer account management through face to face meetings. • Regular credit committee meetings outlining cases for sanction.

London, United Kingdom

Private Banking Assistant After a successful start to my relationship management career I decided to move into a full account management role, this allowed me to concentrate on frontline customer sales and service. As I was working alongside a Private Banking manager I was able to gain a wealth of knowledge and experience that helped me forge lasting and prosperous relationships across a wide range a sectors within the city of London.Duties:• Dealing with high net-worth customers on an individual basis.• Selling of non-regulated products.• Understanding customer needs and concerns by matching products accordingly.• Reviewing of customer accounts and expenditure.• Advising of mortgage rates and products.• Negotiating loan rates and arrangement fees.• Arranging foreign currency deposits. • Arranging Funds transfers with processing unit.

London, United Kingdom

October of 2003 brought me a new challenge in the form of a CSO for RBS’ Money Desk. I found this role challenging and different to those which I had performed before; direct customer contact was an intrinsic part of this role and I was able to further build on my base customer service skills.Duties: • Negotiating of credit interest rates. • Placing sterling deposits with the banks Treasury / money markets.• Arranging certificates of interest for audit purposes.• Dealing with customers via the telephone and email.• Liaising with solicitors when opening executor deposit accounts • Attend meeting as and when required.

London, United Kingdom

In July 99 I began work with the Royal Bank of Scotland and was responsible for a wide range of tasks that included support for the October 2002 merger between NatWest & RBS. During this time I was able to gain experience within a multitude of departments.Duties:• Training of NatWest Staff during the 2002 merger.• Reconciliation, Investigation and clearing of misaligned funds. • Collation of daily statistics. • Handling of customer complaints and delivering best practice solutions to enable customer satisfaction.• Dealing with fraudulent transactions either card