Manager - ANZ Corporate Bank - Property Finance Unit:

Relationship driven role involving the management of a portfolio of development and investment customers ranging from sole operators to small corporates.

Identifying cross-selling opportunities.

Assessing credit risk.

De-risking and structuring lending deals.

Managing the legal and documentation process, liaising with lawyers.

Handling all aspects of a property transaction from inception through to repayment.

Managing distressed assets/clients working toward repayment of bank debt.

 

Assistant Manager - ANZ Corporate Bank - Property Finance Unit:

per above with more of a compliance and administrative perspective.

·         Maintaining strong customer relationships through provision of excellent service.

·         Identifying new business opportunities and cross-selling opportunities

·         Problem resolution

·         Identification of deteriorating credits

·         Submission of credit memoranda to Bank’s credit panel

·         Ongoing monitoring of client accounts and recommending course of action

·         Maintaining customer database and system integrity

Broker Assistant / Paraplanner - Macquarie Financial Services

·         Implementation of Portfolio construction and changes.

·         Trading (also within margin lending facilities, and leveraged equities).

·         Daily summation and presentation of the stock market report on the radio.

·         Liaison between advisers and clients and become the clients’ first point of contact.

·         Management the settlement of trades for my team and client monies.

·         Fixed interest bookings for all NZ offices.

·         ASX Options bookings.

·         Assist in the preparation of client portfolio reports.

·         Facilitation of client meetings.

Handling general client enquiries