Advice Process Manager
CurrentManaging advice Process and systems for ANZ's Private Bankers and Investment Advisers.
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@anz.com
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Yhan Meyer is listed as Advice Process Manager at ANZ at ANZ, a company with 44544 employees, based in Auckland, Auckland, New Zealand. AeroLeads shows a work email signal at anz.com and a matched LinkedIn profile for Yhan Meyer.
Yhan Meyer previously worked as Advice Process Manager at Anz and Paraplanner at Anz. Yhan Meyer holds New Zealand Certificate In Financial Services (Level 5) (Investments) [Version 2], Financial Services from Open Polytechnic Of New Zealand.
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AeroLeads found 1 current-domain work email signal for Yhan Meyer. Compare company email patterns before reaching out.
I have a genuine passion for providing a top notch level of client service. I have skills in preparing investment and retirement planning proposals for presentation to clients. I am passionate about exceeding client expectations with my work and ensuring compliance with regulatory frameworks.I also have skills in using Excel to extract data to gain insights to support with management decisions. I have created a reporting tool for my team in Excel to collate and report on the team's activity on a monthly basis. I have also created reports in Jira to give my manager a quick way to obtain up to date data on the team's workload.Through my university and online study, I also have experience with using basic functions in R and python to manipulate data and with SQL to query databases.I also enjoy working as part of a team to support clients and I get on well with my colleagues.
Listed skills include Financial Analysis, Financial Modeling, Microsoft Office, Report Writing, and 8 others.
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Auckland, New Zealand
Managing advice Process and systems for ANZ's Private Bankers and Investment Advisers.
Wellington
Assist the investment advisers with preparing statements of advice for presentation to clients. Provide technical compliance support and analytical investment research to the advisers.
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NZ Certificate in Financial Services Level 5, which makes me eligible to register as a Financial Adviser in NZ.
Quick answers generated from the profile data available on this page.
Yhan Meyer works for ANZ.
Yhan Meyer is listed as Advice Process Manager at ANZ at ANZ.
AeroLeads has found 1 work email signal at @anz.com for Yhan Meyer at ANZ.
Yhan Meyer is based in Auckland, Auckland, New Zealand while working with ANZ.
Yhan Meyer has worked for Anz and Stratus Financial Services Limited.
Yhan Meyer's colleagues at ANZ include Alex Yin, Jason Cheng, Lutfi Azmi, Arunachalam S, and Andrew Afif.
You can use AeroLeads to view verified contact signals for Yhan Meyer at ANZ, including work email, phone, and LinkedIn data when available.
Yhan Meyer holds New Zealand Certificate In Financial Services (Level 5) (Investments) [Version 2], Financial Services from Open Polytechnic Of New Zealand.
Yhan Meyer is listed with skills including Financial Analysis, Financial Modeling, Microsoft Office, Report Writing, Investment Research, Banking, Risk Management, and Financial Services.
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