With more than five years in the Financial Service industry in Asset Servicing in Paris, in Cash Management in Dubai, in Asset Finance in Sydney and in Wealth in Melbourne, I am prepared and excited for a new challenge in my professional career in London.
Consultant role within the Payment team at the National Australia Bank Wealth Operation department specialised in Superannuation services in Melbourne:
Détails de l'expérience
Analysed and allocated client’s funds through withdrawals, account closures, rollover and recontribution on their superannuation, retirement or investment accounts.
Communicated with Financial Advisers and clients for specific solutions (max cash option, investment sell down confirmation, withdrawal clarification).
Completed the Protect Your Super Australian legislation implementation project on Superannuation accounts.
Description de l'entreprise
National Australia Bank is one of the four largest financial institutions in Australia in terms of market capitalisation, earnings and customers.