Winnie Ramos Email & Phone Number

Sydney, Nsw, Au

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

The Client Service & Sales Support Manager is the primary contact in assisting the sales efforts of the Institutional Business Executives in driving the sales strategy for Robeco Australia. Other responsibilities of the role is to help maintain the relationships with current clients and onboarding new clients as well as account management of Institutional accounts. This role is to also assist clients to better understand Robeco’s capabilities and act as liaison between the client and Robeco’s internal teams. The Client Service & Sales Support Manager is also responsible for collaborating with different work groups and internal departments to improve customer support programs and enhance customer satisfaction.

Sydney, Australia

The Investment Operations Analyst is a key member of the Investments team supporting data management, client reporting, trade processes, and problem resolution. This role was a part of the Investments team and worked closely with the custodian and Investment Managers and the operations team to ensure integrity of the data systems. This role involved completing a daily rebalance of the portfolio ensuring cashflow limits are adhered to, responding to daily operation queries and completing reporting to assist the Investment Analysts in their portfolio reviews and completing reporting to the Investment Committee.

Sydney, Australia

The Client Account Manager role within the specialist Client Account Management Team sees the broad day to day responsibility and oversight of a specific portfolio of institutional clients in support of the Institutional Sales Team. Geographic areas include New South Wales, Victoria, South Australia and Western Australia. This includes being the main point of contact for managing the operational and servicing requirements drawing on strong knowledge and understanding of client goals and motivations, markets and AMP Capital's asset classes and capabilities. This includes the co-ordination of regular reporting, on-boarding of new clients and portfolios and involvement in projects to improve operational service and mitigate risk.

Sydney, Australia

This role included the responsibilities of servicing a range of corporate and retail clients including industry super funds, large corporate super funds, platforms and WRAP providers, financial advisers and retail high net worth investors. The role required the knowledge of working with a diverse range of asset classes including fixed interest, infrastructure, private equity and property.

Sydney, Australia

This involved the daily processing of client instructions and maintenance of Registry information for Platinum’s high net worth clients as well as building and managing the relationships for these clients. This involved working closing with the Advisor Services Team to ensure a high level of client servicing and interaction.

Sydney, Australia

As a Financial Services Administrator within the Wholesale Applications team this involved the processing of wholesale superannuation and investment applications.

Bachelor Of Business And International Studies, International Business

High School