Morgan Evans
Summary
I am an experienced and highly motivated professional with 19 years’ experience in the Australian Finance sector across a broad range of positions. I have a demonstrated history of building new and lasting connections with clients and stakeholders through my strong communication skills and my friendly approachable manner. My keen attention to detail and ability to effectively manage my time allows me to juggle multiple priorities and complex problems with ease. When tackling tough challenges, you can count on me to bring a positive, solutions-oriented attitude to any task or project, balancing customer needs with appropriate risk frameworks. I am a health and wellbeing advocate who enjoys organizing team activities to create a positive working environment.
Overview
19
19
years of professional experience
Work History
Senior Private Client Manager
NAB (Private Bank)
01.2017 - Current
- Acquiring, growing, and managing a portfolio of High-Net-Worth clients including the Senior Executive Managers within the Company
- Recognised by clients, colleagues, and senior management as a benchmark for exceptional service and relationship management
- Exceeding annual targets with circa 18% lending growth, 5% Deposit growth and positive net 3x refinance-in units at the close of the 2023 year
- Approval discretion for Consumer and Commercial lending resulting in effective management of credit quality with 0 breaches over a 7-year period
- Identified appropriate referrals where clients required specialised advice, resulting in circa $50m new FUM
- Successful completion of governance reporting in relation to Senior Executives to comply with government requirements.
Lending Specialist
ANZ Banking Group (Private Bank)
01.2015 - 01.2017
- Creating lending structures and documentation across a breadth of credit scenarios including Consumer, Commercial and Foreign Currency loans to support the relationship team
- Presented high quality credit papers to support complex scenarios ensuring straight through processing resulting in no declined applications
- Created an environment of open communication with credit partners and relationship team resulting in better outcomes for both business and clients.
Private Wealth Assistant & Associate
ANZ Banking Group (Private Bank)
01.2011 - 01.2015
- Assist Private Wealth Manager with the day-to-day management of 180+ client groups to achieve set targets through the identification of opportunities and successful sale of ANZ Banking products
- Day to day management and coaching of two assistants.
Various Branch Roles Including Saturday trading Branch Manager
ANZ Banking Group
01.2005 - 01.2011
Skills
- Fosters customer centric approach
- Skilled in building and maintaining relationships
- Excellent communicator
- Solutions focused
- Competent decision maker
- Accomplished at planning, prioritization and time management
- Good understanding of credit, risk and regulatory reporting frameworks
- Keen eye for detail
- Dynamic leader, team member and collaborator
- Advocate for Health and Wellbeing
Qualificationsandcertificates
- Professional Banking Fundamentals (Chartered Banker Institute), 2023
- Diploma of Financial Planning (Kaplan), 2014
- Mortgage Lending Program 1 & 2 (ANZ), 2009
- Personal Loan Accreditation (ANZ), 2008
- Modified Personal Advice Accreditation (Deakin University), 2007
- First Aid/First Responder Certificate (St Johns), Current
Timeline
Senior Private Client Manager
NAB (Private Bank)
01.2017 - Current
Lending Specialist
ANZ Banking Group (Private Bank)
01.2015 - 01.2017
Private Wealth Assistant & Associate
ANZ Banking Group (Private Bank)
01.2011 - 01.2015
Various Branch Roles Including Saturday trading Branch Manager
ANZ Banking Group
01.2005 - 01.2011
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