Tim Collins Email & Phone Number

Auckland, Nz

Auckland, New Zealand

Milford is a boutique investment firm that is majority New Zealand owned. With offices located in Auckland, Tauranga, Cambridge, Wellington, Christchurch, Wanaka, and Sydney, the company specialises in fund management, wealth management, and financial advisory services. Presently, Milford oversees over $22 billion in funds.- Provide leadership and guidance to a team of 7 associates.- Identify and address workflow inefficiencies by introducing and integrating new systems, streamlining processes, and implementing best practices to maximize team productivity and performance.- Oversee and maintain various external partnerships to enhance operational efficiency, collaboration, and mutual growth.- Deliver regular updates, insights, and strategic information to the executive leadership team for informed decision-making.

Auckland, New Zealand

- Engaging with potential clients who were investing through our array of Investment and KiwiSaver Funds.- Providing clients with pertinent market insights, in addition to Milford's expert viewpoints and projections.- Demonstrating adherence to continuous risk management practices, notably in compliance with the AntiMoney Laundering Act (AML). - Compiling comprehensive monthly updates for our range of funds.- Supporting various client transactions, ensuring seamless and efficient processes.

Auckland, New Zealand

Craigs Investment Partners is one of New Zealand’s largest investment advisory and management firms, offering investment advice to private, corporate and institutional clients. Since its inception in 1984, the firm has been dedicated to delivering tailored investment guidance to private clients, a commitment that has culminated in the management of over $25 billion in client funds.- Effectively engaging in new client liaison activities, including account opening, Anti-Money Laundering (AML), and compliance-related necessities.- Proficiently addressing a wide array of client inquiries, spanning from dividend and interest queries to price quotes.- Preparing monthly and quarterly portfolio reports for clients.- Facilitating the dissemination of company research findings.- Orchestrating seamless order placements, managing foreign exchange transactions, and overseeing the processing of cash ledger, share, and bond settlement transactions.

Auckland, New Zealand

ANZ New Zealand provides a number of financial services, including banking services, asset finance, investments, and payment solutions. Within the branch network, my responsibilities involved tending to customer transactions while actively enhancing branch performance. I achieved this by not only addressing customer needs but also proactively recognising opportunities for referrals and sales during customer interactions.

Bachelor Of Business Studies (Bbs)

New Zealand Certificate In Financial Services (Level 5)