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.

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.

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.
• 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

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.
• 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.

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.
• 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.

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.
• 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.

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.
• 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.

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.
• 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

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.
• 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