Rishal Singh Email & Phone Number

London Area, United Kingdom

London, England, United Kingdom

Sydney, Australia

• Reviewing service based contracts against Trustee requirements and providing in depthanalysis to Trustee representatives.• Leading face to face adviser meetings, discussing metrics, improvement opportunities for• HNW employers and contract outcomes.• End to end administration of on-boarding new advisors and offloading terminated Advisers.• Calculating and analysing monthly service payments to Advisers.• Working with internal and external stakeholders to evolve Adviser… Show more • Reviewing service based contracts against Trustee requirements and providing in depthanalysis to Trustee representatives.• Leading face to face adviser meetings, discussing metrics, improvement opportunities for• HNW employers and contract outcomes.• End to end administration of on-boarding new advisors and offloading terminated Advisers.• Calculating and analysing monthly service payments to Advisers.• Working with internal and external stakeholders to evolve Adviser network based onlegislation requirements.• End to end organisation and execution of bi-annual webinar and seminar for Adviser network.• Risk monitoring. Show less

Sydney, Australia

• Resolving issues of an operational and service nature raised by high net worth employerclients or indirectly by the Advisers or Relationship Managers.• Establishing and maintaining effective stakeholder networks, allowing for the delivery ofexceptional outcomes for the client.• Educating and training HNW clients about process improvement opportunities and newtools to effectively improve their experience.• Escalation point for clients day to day enquiries.• Project… Show more • Resolving issues of an operational and service nature raised by high net worth employerclients or indirectly by the Advisers or Relationship Managers.• Establishing and maintaining effective stakeholder networks, allowing for the delivery ofexceptional outcomes for the client.• Educating and training HNW clients about process improvement opportunities and newtools to effectively improve their experience.• Escalation point for clients day to day enquiries.• Project manage and effectively implement product changes impacting all members.• Attend client meetings and present in pitch meetings. Show less

North Sydney

• Front line support for Master Key Business Super clients.• Technical and training support for all SuperEzy clients.• Brand and product awareness within the business super segment.• Team champion for operational excellence and continuous improvement in Wealth Operations.• Collaboration with Relationship and Account Managers ensuring their clients have met compliance obligations.• Responsible for the teams daily operations and internal projects.• Internal escalation… Show more • Front line support for Master Key Business Super clients.• Technical and training support for all SuperEzy clients.• Brand and product awareness within the business super segment.• Team champion for operational excellence and continuous improvement in Wealth Operations.• Collaboration with Relationship and Account Managers ensuring their clients have met compliance obligations.• Responsible for the teams daily operations and internal projects.• Internal escalation point and quality control officer.• Intermediary consultant between the third party clearing house (SuperChoice), the Australian Tax Office and clients. Show less

Sydney, Australia

• Identification of clients needs and matching suitable financial products.• Customer education on use of new digital banking applications.• Delivering an outstanding customer experience• Operational support for customers making their banking transactions.• Supporting & serving the local community. • Reaching KPI's and sales targets.