Summary
Overview
Work History
Education
Skills
Timeline
References
Generic

ANDREW MILES

Beaconsfield,WA

Summary

Proven leader in strategic relationship management and business development, enhancing client engagement at Macquarie Bank Limited and driving profitability from A$20M to over A$200M. Expertise in global financial markets and innovative solutions fosters robust stakeholder networks, demonstrating exceptional team leadership and strategic foresight. I am a passionate advocate for client driven technology innovation.

Overview

27
27
years of professional experience

Work History

Business Development / Investor Relations

Ferguson Hyams Investment Management
01.2023 - Current
  • Contributed to the creation of a specialised agriculture fund focused on nonperishable commodities, mainly Western Australian wheat
  • Introduced the fund to stakeholders, including Family Offices, Superannuation Funds, Investment Managers, Banks, and Brokers

Global Head of Client Solutions

Macquarie Bank Limited
04.2007 - 01.2023
  • Led and developed a team of 20 Client Executives across five regions, ensuring management and oversight of key client accounts, and consistently delivering exceptional solutions.
  • Focused on enhancing team performance through mentorship, strategic oversight, and fostering a culture of collaboration, integrity, and accountability.
  • Designed and implemented a 'Client Engagement' framework that ensured clients received regular transparency regarding services provided, and the opportunity to enhance relationships, and revenue.
  • Ensured 'Client Engagement' became a core tenet of our TOM, and assisted with driving profitability from A$20M to over A$200M over 10 years.
  • 'Client Engagement' framework strengthened relationships by promoting accountability, client interaction, and provided cross-selling opportunities within the Commodities and Global Markets division.
  • Proven ability to manage and enhance relationships with ASX 200-listed companies, overseeing accounts with revenue above A$20 million, and ensuring alignment with strategic objectives.
  • Conducted regular analyses of sales channels to identify 'sweet spot' opportunities.
  • Led the transition of FX management services from a localised Microsoft platform to an online portal, improving UX.
  • Provided consistent improvements to our online customer portal, managing the queue for prioritisation based on client and internal requirements.
  • Negotiation of legal agreements, commission structures, and interest schedules.

Head of Client Services

UBS AG Australia
10.2006 - 04.2007
  • Cultivated and sustained relationships with key clients to achieve optimal service model.
  • Developed strategic initiatives to streamline workflows.
  • Identified areas for growth by evaluating business outcomes of both people and groups.

Manager of Trade Clearing

ABN AMRO
Singapore, Singapore
01.2006 - 10.2006
  • Coached, mentored and trained team members in order to improve their job performance.
  • Ensured compliance with all applicable laws, regulations, industry standards.
  • Delegated work to staff, setting priorities and goals.

Trade Management

ABN AMRO
London, UK
06.2001 - 01.2006
  • Management of clearing Exchange Traded Futures and Options

FX Settlements

Credit Lyonnais Rouse
London, UK
03.1998 - 06.2001
  • Settlement of spot and forward FX deals and Money Market transactions

Education

FSA Registered Representative -

Financial Services Authority
01.2000

Skills

  • Team Leadership and Development
  • Strategic Relationship Management
  • Business Development Strategy
  • Stakeholder Engagement
  • Creative Problem Solving
  • Client Solutions
  • Innovation
  • Networking
  • Governance
  • Performance Metrics
  • CRM Management
  • Creative Problem Solving
  • Risk Analysis Expertise
  • Global Financial Markets
  • Commodities
  • Foreign Exchange

Timeline

Business Development / Investor Relations

Ferguson Hyams Investment Management
01.2023 - Current

Global Head of Client Solutions

Macquarie Bank Limited
04.2007 - 01.2023

Head of Client Services

UBS AG Australia
10.2006 - 04.2007

Manager of Trade Clearing

ABN AMRO
01.2006 - 10.2006

Trade Management

ABN AMRO
06.2001 - 01.2006

FX Settlements

Credit Lyonnais Rouse
03.1998 - 06.2001

FSA Registered Representative -

Financial Services Authority

References

  • David Stinson - Executive Director - J.P. Morgan, Singapore
  • Luke Marshall - Associate Director - Macquarie Bank Ltd, Chicago
  • Iain Loughnan - Head of Business Governance, Markets - ANZ Banking Group, Melbourne

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