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Hi, I’m
Vik Turna
Sunnyhills,AUK
Summary
An inspirational professional who has a track record of achieving business, revenue and profitability objectives through a respectful, forward-thinking and motivational style.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
years of professional experience
Work History
WestpacAuckland, AUK
Wealth Management Consultant
09.2021 - Current
Job overview
- Implemented exit strategies for clients to transition out of investments.
- Helped clients make informed decisions about financial future.
- Researched and evaluated potential investment products for clients.
- Educated clients on potential risks and rewards associated with various investments.
- Ensuring that all Bank policies and procedures are complied with including
requirements around Anti Money Laundering (AML). - Supporting 5 advisers in Wealth Office team to meet customer needs within agreed service levels
- Establishing customer appointments and preparing documentation for those appointments
- Ensure client records are maintained to high standard and Undertaking documentation checks for client files.
- Able to field customer concerns and discuss benefits of investment advice process with new and existing customers.
- Completing any administration requirements relating to duties of position
WestpacAuckland, AUK
Kiwisaver and Managed Funds Specialist
11.2015 - 08.2021
Job overview
- Adaptable and proficient in learning new concepts quickly and efficiently
- Demonstrated leadership skills in managing projects from concept to completion
- Worked effectively in fast-paced environments answering 30-50 calls per day and managing inbox
- Gained extensive knowledge in data entry, analysis and reporting
- Assessing and processing type of all type of KiwiSaver and managed funds applications
- Ensure all application comply with AML/CFT regulations
Education
Open PolytechnicWellington
Certificate in Financial Services Level 5 from Financial Planning
06.2023
National Institute of StudiesAucklnad
National Diploma in Business Level 5 from Business , Marketing
03.2010
Skills
- Consumer Banking
- Client Acquisition
- Trading Strategy
- Wealth Management
- CRM Proficient
- XPLAN Proficient
- Planning,Organising and Operational Excellence
- Customer Service
- Banking and Finance
- Regulatory Compliance
References
Available up on request
Timeline
Wealth Management Consultant
Westpac
09.2021 - Current
Kiwisaver and Managed Funds Specialist
Westpac
11.2015 - 08.2021
Open Polytechnic
Certificate in Financial Services Level 5 from Financial Planning
National Institute of Studies
National Diploma in Business Level 5 from Business , Marketing