Tracey James Email & Phone Number

Auckland, NZ

Northland, Auckland & South Island

Lead the implementation that differentiates and grows the Commercial / Corporate Banking market share in Global Markets products. Identify and develop new business opportunities, ensuring strategies, processes and policies are in place to manage and mitigate Foreign Exchange and Interest Rate risk.

Northland, Auckland & South Island

Auckland, New Zealand

Working alongside the wider ASB team to provide tailored customer-focused solutions to secure new business. Foreign Exchange Risk Management, Commercial business, Napier to Invercargill.NZFMA QFE Advisor, qualified 2015

Whitford

Managing all day to day aspects of running of the business including Accounts (Xero), Job Costing, Reporting, Payroll (30+ waged / salaried employees plus contractors), Health and Safety, HR, marketing admin including website and social media. Implementation of new systems, company procedures, values, inductions & policies.

AIG Building, Shortland Street, Auckland

Set up of new systems and procedures for the New Zealand business. Acquisition of FX clients, dealing with, and providing risk management and hedging solutions including FX Dealing. *Successful completion and certification, Australian RG146

Auckland, New Zealand

Specialising in Corporate Foreign Exchange Payment Solutions for Business.New Business acquisition and Relationship Management of existing clients. Providing risk management solutions including derivatives (Options / Forwards). Migration of clients to online platforms and key in acquisition & development of a very successful customer specific online solution

Auckland Based (covering North America)

Sales management & relationship building with North American wholesalers selling NZ package holidays. Dealing with extreme ends of the market, backpacker to large scale corporate. Solo & group sales visits throughout North America including trade events (TRENZ / Kiwi Link / TNZ events), plus WebEx presentations

Sales and reporting including managing a team based in Auckland, Christchurch & Sydney. Implementing new sales initiatives, arranging agent travel, attending events, conferences, expos along with regional sales calls nationally & to Australia. Presenting at training / careers days to classroom size or larger groups

Accreditation, Financial Markets, Interest Rates

Accreditation, Financial Markets, Core, Fx

Rg146, Banking And Financial Support Services

Rg146 - Derivatives, Banking And Financial Support Services