Damian Roberts

I have extensive leadership experience together with excellent relationship and stakeholder management experience. I established a team which was acknowledged as providing industry leading service.

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

• - During the Global Financial Crisis I provided extensive education to clients and financial advisers on the factors which had contributed to the negative performance of their investment. My ability to tailor the delivery of this information appropriately to each adviser or client resulted in the retention of many investments which would have otherwise been lost. The consistent feed back I received from clients and advisers was that they had a much better and deeper understanding of products and markets after having spoken with me.
• - I conducted a review of investor communication and determined that efficiencies would be gained for unitholders and the business by converting the mailing of Annual Reports from post to email. Implementing this process had the dual benefit of providing clients with reports more timely and delivered a cost saving to the business of $250,000.00.
• - With the assistance of the IT department I instigated the introduction of an electronic reporting system which enabled client service staff to email statements to advisers and clients. This enabled staff to respond to phone requests immediately and further enhanced the service offering.
• - I built an industry leading service team by providing key metrics for the team to meet and mentored team members regularly to enable them to achieve the goal I set. This outstanding service was provided every year for more than 10 years and my team was recognised as being the leading client service provider for Separately Managed Accounts(SMA) in 2011.

• Lincoln Indicators Business Development and Relationship Management
• MLC Asset Management Consultant
• OneVue Financial Services Head of Relationship Management
• BT Premium Equity Lending Relationship Manager
• BlackRock Investment Managers Contracted Client Service BlackRock Investment Managers
• National Client Services Manager Merrill Lynch Investment Managers Team Leader Client Services