Ashley Wekare
Perth,WA
Summary
Disciplined Finance Graduate pursuing opportunity to further experience and add to hands-on financial services experience. Accomplished at performing quantitative data and producing graphs. Excellent report drafting and monthly statement analysis talents. Flexible and hardworking eager to listen, learn and support superiors.
Overview
3
3
years of professional experience
Work History
Client Advisor
Zimmermann PTY LTD
04.2023 - Current
- Styling clients and assisting them with their requirements.
- Assisting with sourcing customer orders and back of house management.
- Maintained and managed existing accounts by performing Outreach Communication of new products and responding to client requests.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Client Advisor
Oroton
05.2022 - 04.2023
- Styling clients and assisting them to choose outfits and accessories.
- Assisting clients to purchase products.
- Managing existing customer relationships and formulating new relationships with clients.
Finance Intern
Fintech Services Australia
08.2022 - 10.2022
- Assisted with expansion research and competitor analysis in international markets.
- Compiled and analysed data for reports using excel.
- Assisted in creating presentations and reports for senior management.
- Developed strategic analyst skills.
- Assisted in market analysis for competitors in Australia by use of excel and presentation of data in graphs.
- Kept pace with economic, industrial and corporate developments impacting the business's strategic plan.
Wealth Management Intern
Alpha Asset Management
06.2020 - 03.2021
- Assessment of performance of client portfolio(s), research on investment opportunities relative to respective client risk profiles.
- Conducted administrative functions based on guidance from and needs of financial advisory teams.
- Analyzed investment styles, markets and characteristics.
- Constructed cash flow projections for high net worth clientele.
- Supported department initiatives to gain understanding of industry culture and strategy.
Internship Student
Success Microfinance Bank
01.2020 - 06.2020
- Assist in account creation for new customers.
- Assist in Customer Related queries at service desk and resolving disputes.
- Performing clerical and administrative duties such as data entry.
- Assisting in management of bank accounts, including opening, and closing of accounts, processing deposits, payments, and withdrawals.
Education
Master of Commerce - Finance Specialisation
University of Western Australia
Perth, WA12.2022
Bachelor of Commerce - Finance and Management
University of Western Australia
Perth, WA07.2019
Diploma of Commerce - Commerce
Taylors College - Perth
Claremont, WA06.2017
Skills
- Ability to think independently and work collaboratively
- Portfolio Management
- Client Advisement
- Ability to collect, evaluate and interpret data (Both narrative and statistical)
- Effective written and oral communication
- Knowledge of Finance and Accounting principles and practices
- Accounting and financial analysis
- Adaptive to fast paced changing environments
Volunteering
- Customer Services Assistant - Red Cross Shops, Perth
- Event set-up through to pack down - Colour Run, Perth
- World Aids Day - St Catherine's College, UWA
- Information Stand - UWA Open Day
Timeline
Client Advisor
Zimmermann PTY LTD
04.2023 - Current
Finance Intern
Fintech Services Australia
08.2022 - 10.2022
Client Advisor
Oroton
05.2022 - 04.2023
Wealth Management Intern
Alpha Asset Management
06.2020 - 03.2021
Internship Student
Success Microfinance Bank
01.2020 - 06.2020
Master of Commerce - Finance Specialisation
University of Western Australia
Bachelor of Commerce - Finance and Management
University of Western Australia
Diploma of Commerce - Commerce
Taylors College - Perth
Similar Profiles
Braxsten LucasBraxsten Lucas
Coal Handler at Day And Zimmermann IntlCoal Handler at Day And Zimmermann Intl
Chiara BARALDOChiara BARALDO
Brand Manager / Show-room Sales at Isabel Marant, Giambattista Valli, Zimmermann, Moorer, Ermanno Scervino FirenzeBrand Manager / Show-room Sales at Isabel Marant, Giambattista Valli, Zimmermann, Moorer, Ermanno Scervino Firenze
Ronald ColesRonald Coles
SLR Material Specialist at Day And Zimmermann IntlSLR Material Specialist at Day And Zimmermann Intl
MUSFIKA BINTE ZAMANMUSFIKA BINTE ZAMAN
Project Support Officer at Anjia Property SettlementProject Support Officer at Anjia Property Settlement
Joseph WalkerJoseph Walker
Software Engineer at Self EmployedSoftware Engineer at Self Employed