Edward Hoyle
Melbourne,Vic
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
5
5
years of professional experience
Work History
Associate Adviser
Bell Potter Securities
01.2019 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Worked varied hours to meet seasonal and business needs.
- Prioritized tasks to meet tight deadlines, pitching in to assist others
- Trained and mentored junior staff on strategies and techniques.
- Maintained relationships with clients to maximize commission
- Created solutions for clients to satisfy specific needs,
Dealers Assistant
Bell Potter Securities
06.2020 - 03.2022
- Offered technical support and troubleshot issues to enhance office productivity.
- Worked directly with advisers on recommendations, back office support
- Reviewed and edited documents for accuracy, grammar and clarity.
- Developed and implemented strategies to streamline office operations.
Education
Diploma of Financial Planning - Financial Planning
Kaplan University
Online11.2022
Diploma of Stockbroking - Stockbroking
Online
Melbourne06.2020
Bachelor of Business - Banking & Finance, Marketing
Monash University
Melbourne, VIC11.2018
Skills
- Client Needs Assessment
- Administrative Support
- Creative Solutions
- Managing High Net Worth Individuals
- Financial and Estate Planning
- Prospective Client Engagement
- Investment Advising
- Managing Wealth
Timeline
Dealers Assistant
Bell Potter Securities
06.2020 - 03.2022
Associate Adviser
Bell Potter Securities
01.2019 - Current
Diploma of Financial Planning - Financial Planning
Kaplan University
Diploma of Stockbroking - Stockbroking
Online
Bachelor of Business - Banking & Finance, Marketing
Monash University
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