Scott Chapman Email & Phone Number

Whangarei

Helping people reach their financial goals by providing tailored investment advice to a broad range of private clients. From management of large established portfolios to clients just starting their investment journey.Every client's needs differ; main approach is to first understand clients key needs, then recommend a suitable service and investment strategy that is appropriate. About Craigs Investment Partners:Established in 1984, Craigs Investment Partners is one of New Zealand’s largest investment advisory and management firms. Craigs offer bespoke investment solutions to private, corporate and institutional clients, supported by one of the largest research teams in New Zealand.Specialties: Tailored investment advice for private clients, family trusts & estates  Establishing an investment plan Portfolio management, asset allocation and security selection KiwiSaver  UK Pension transfers

Sydney, Australia

Role with responsibilities in a specific facet of Foreign Exchange covering Australian and Global Real Money and Hedge Funds.This includes working closely with portfolio managers and execution desks to meet current and future FX goals. The smart and effective execution of spot FX to help rebalance portfolios or take on new desired positions within market liquidity constraints is important to understand and deal appropriately. While effective hedging of portfolios within agreed parameters and matching potential risk Axe's can mean funds achieve better overall operational performance.The constant stream of market colour and activity is a ongoing facet of the role and comes with many rewards. This includes understanding each funds market parameters and timing.Moreover, managing client activity and significant revenue targets is crucial to success and accomplishment of the business.Increasing revenue where possible is ongoing and within this role expanding the FX Options and Non Deliverable Forward business is a target.

Papua New Guinea

Significant sized financial markets business predominantly focused on Foreign Exchange but including Interest Rates and Commodities. Running a team of 7 dealers which cover the country of Papua New Guinea. The role included teaching, coaching and motivating staff to improve their own skill base and career aspirations.The positions primary responsibility was to meet strict business income targets in a highly competitive market. This included working with local corporations and global groups with business operations in PNG. The position included working with the local and global Asset and Liability Committee coupled with the Management Forum so that ANZ's PNG business was functioning at its highest level while protecting it from adverse risks. Due to the nature of the PNG market the investment and allocation of excess capital was particularly important to execute wisely.Working very closely with the regulator was extremely important and this included monthly presentations on positions and market conditions. Advise was commonly sort from the regulator highlighting the common goals between the Bank and Central Bank and also working to improve market conditions. It was commonplace to be presenting to a diverse range of audiences as a PNG expert. Both in conferences and to boards of large multinational organisations.Finally, a very rewarding and successful facet of the role was helping local businesses achieve their own targets and improve local conditions. This included working closely with these operations to elevate local financial inclusion in a developing market. This was extremely satisfying to be apart of.

Meeting and presenting to Agri and Corporate clients on Market risks including Interest Rates, Foreign Exchange and Commodities. This included running a geographical portfolio consisting of Auckland Central,Auckland North and the Bay of Plenty.Numerous presentations at group forums on economics and financial market activity coupled with managing client relationships and risks. Integrating internal stakeholder relationships, primarily the relationship managers across the business.Role had a large focus on achieving budgets and revenue targets for each financial year obtaining while increasing client contact visits and proactive information sourcing.Leadership and partnering within Markets and across the Banking Business including up-skilling relationship managers on markets products, coaching and mentoring of Junior staff and working with Markets Products, legal and Risk on improving our offering and products.

Managing a portfolio of Agri-Clients with investment and financial needs, meeting sales and income targets. Role required strong credit skills and analysis to improve the quality of the portfolio.Promoting the bank to target new clients and maintain key influencer relationships.Managing client relationships and risks while engaging internal stakeholder relationships, primarily therelationship managers.Implementing a suitability matrix was important for each client before transacting any new deal.Leadership within the relationship team, particularly with new target clients. Coaching and mentoring of Junior staff and graduates coupling working with Products Partners to derive non interest incomerevenue.

Master Of Business Administration (Mba)

Education record