Daisy Li

Experience

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  ANZ

  Feb 2010 - Aug 2018

  ANZ E*TRAE and Investment Lending); · Place orders for ASX listed shares, international shares, ETFs, warrants, company’s options, sell manage funds for client upon their instructions, with speed, accuracy and efficiency, offering outstanding customer service and within E*TRADE guidelines. · Liaise with the share registries for Corporate Actions- Rights issue, Take over and Buy back, etc· Financial derivatives trading education with the shareholders for ETF, Warrants, and options· Conditional orders - Stop loss and Profit Target education with the shareholders.· Trade dispute and market manipulation investigation· Maintain positive relationships with the Shareholders and external and internal stakeholders Show less Role: Client service consultant (Permanent full time)· Assist clients with accounts setup including Cash Investment Account and Investment Lending Account. · Deliver the exceptional customer service at all times to our shareholders· Carry out administrative process within service standards· Cross sell and up-sell, mainly focusing on referrals to Private Banking, Insurance (Life Insurance, Income Protection, Home content Insurance, etc)· Build solid relationships with key internal and external contacts· Action processing requests received by phone or email. Meeting volume, cycle time and quality measures· Resolve and investigate customer issues to enhance customer satisfaction Show less

  • Associate Private Banker, ANZ Private

    May 2017 - Aug 2018

  • Private Wealth Assistant

    Oct 2014 - May 2017

  • Trader

    Nov 2012 - Sept 2014

  • Client Service Consultant

    Feb 2010 - Nov 2012
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  The Lucky Star International Pty Ltd

  Aug 2018 - now

  Managing Director