DION SERENA

• Wealth management of new and existing assets - pricing, client reporting, reconciliations.
• Drive process improvement and project delivery across operations.
• Manage client account information - opening, maintenance, closure.
• Data analysis and reporting to support business decisions and improve efficiency.
• Collaborate with portfolio management, compliance teams and custodians.
• Liaise with business partners.
• Implement new processes and technologies to streamline operations.

Key Achievements:

• Identified and implemented process improvements, enhancing client experience.
• Recognized as primary liaison, managing external audit with PwC effectively.
• Played vital role in successful Annual Statement Generation process.
• Nominated for prestigious Annual 'Crestone One' award for outstanding contributions.

• Provided leadership and guidance to high-performing team.
• Conducted detailed business needs analysis to define deliverables and metrics.
• Established productive customer relationships, driving brand loyalty.
• Identified and activated new business development opportunities.
• Coordinated and monitored international transfers for compliance.
• Coached and mentored staff to build capabilities.

Key Achievements:

• Spearheaded Membership Data Purge Analytics project, ensuring data integrity.
• Cultivated continuous improvement culture, optimizing processes and efficiency.

• Delivered exceptional customer service in fast-paced environment.
• Identified customer needs and recommended suitable products/services.
• Responded to customer requests, escalating issues when required.
• Demonstrated comprehensive regulatory compliance knowledge.
• Achieved team sales and service targets consistently.
• Maintained accurate customer records.

Key Achievements:

• Recognized organization-wide for outstanding customer service.
• Developed strategies to successfully resolve difficult customer queries.

• Established and grew customer base, generating ongoing sales opportunities.
• Owned and managed small business - planning, financial reporting, growth strategies.
• Provided tailored training programs aligned to client goals, body type and fitness levels.

Key Achievements:

• Successfully built and managed own personal training business from the ground up.
• Designed innovative training programs tailored to diverse client needs and goals.
• Recognized for exceptional customer service and client retention.

• Managed all business operations to drive consistent sales and customer experience.
• Promoted customer-focused culture, coaching staff to build brand value.
• Oversaw financial reporting and budget management.

Key Achievements:

• Optimized operational efficiencies, reducing costs while increasing revenue.
• Implemented new systems and processes improving overall customer satisfaction.