Khoa P.

Experience

• 

  People's Choice Credit Union

  Sept 2009 - now

  - Build collaborative relationships with Planners, Para Planning and New Business Support teams;- Develop ongoing client relationships to ensure high levels of business retention;- Respond to client and Planner enquiries;- Preparation and delivery of review documents, Record of Advice, Statement of Advice and associated transactions relating to client's investments;- Lodgement of new business with product providers in accordance with guidelines and procedures;- Monitor, review and followup outstanding requirements relating to the placement of new business, investment transactions, withdrawals and rollovers.- Experiences with Xplan and Midwinter systems.- Knowledge across different financial products from various fund managers and insurers. Show less - Excellent knowledge in retail banking and personal lending products. I am responsible for all personal lending activities in the branch including business development.- Good knowledge across different areas of Finance and Accounting. - Ability to identify and follow strict policies and procedures. - Skills in investigating and facts finding. - Motivated team player with well-developed problem solving skills.- Ability to maintain and control daily branch operations with little supervision and low staff level. - Experiences in time management, working with deadlines and under pressure.- Assisting branch manager with reports, conferences and higher duties.- Coaching new staff and help other team members in the workplace. Show less

  • Business Analyst

    Sept 2018 - now

  • Financial Planning Support Officer

    Sept 2015 - Aug 2018

  • Member Relationship Consultant

    Apr 2011 - Sept 2015

  • Sales & Service Consultant

    Sept 2009 - Apr 2011