Results-driven business professional with proven track record in driving growth and fostering strong client relationships. Skilled in strategic planning, market analysis, and negotiation, consistently delivering impactful solutions. Known for strong focus on team collaboration, adaptability, and achieving targets, ensuring reliable performance in dynamic environments. Proficient in CRM software, sales forecasting, and project management.
Hi, I’m
Neena Gill
West Pennant Hills,NSW
Summary
Overview
18
years of professional experience
1
year of post-secondary education
Work History
HSBC, Sydney, Australia
Investigation and Fraud Specialist (Project)
01.2025 - Current
Job overview
- Reviewed fraud cases, analyzed transaction patterns, and assisted in AFCA investigations
- Provided detailed findings and reports to support regulatory compliance and risk mitigation
- Collaborated with internal teams to enhance fraud detection strategies
HSBC, Sydney, Australia
Premier Banking Manager
01.2023 - 12.2025
Job overview
- Managing a portfolio of up to 300 premier high-net worth clients with net income above $250K AUD or $2.5 mil in net assets
- Identifying new wealth opportunities (above $750K AUD or $500K USD) and accrediting investors to invest in wholesale structured products
- Providing tailored financial advice to diversify risk and spread exposure through investing in different underlying asset classes in global markets (Shares, Bonds, Commodities, FX, EFTs, Property Funds, Indexes, Fixed Income or Hedge Funds)
Smart Clinic, Calgary, Alberta
Operations & Business Development Manager
06.2020 - 12.2022
Job overview
- During my tenure at Smart Clinic, I expanded the client base by 30% year-over-year through strategic marketing initiatives
- I boosted operational efficiency by 25% through process optimization and designed staff training programs that resulted in a 20% increase in client retention
Various Banking Institutions, Calgary, Alberta
Senior Financial Advisor
03.2014 - 05.2020
Job overview
- As a Senior Financial Advisor, I consistently exceeded targets, notably surpassing real estate lending goals by 132%
- I achieved perfect compliance rates across all client assessments while providing expert guidance on complex investment planning, which increased client satisfaction by 40%
Various Banks, Calgary, Alberta
Personal/Business Banking and Commercial Specialist
02.2008 - 02.2014
Job overview
- In this role, I managed diverse client portfolios totaling over $50 million in assets
- I excelled in commercial banking services, increasing business loan approvals by 25%
- Throughout my tenure, I maintained 100% compliance while providing comprehensive financial advice to over 200 clients annually
Education
Kaplan Professional Sydney, NSW
Master of Financial Planning from Financial Planning
01.2025 - 04.2025
University Overview
Kaplan Professional Sydney, NSW
Graduate Diploma of Financial Planning from Financial Planning
01.2024 - 12.2024
University Overview
Financial Education Sydney, NSW
Certificate from RG 146 Generic Knowledge
03.2024 - 05.2024
University Overview
Financial EducationSydney, NSW
Certificate from RG 146 Derivatives
05-2024
University Overview
Financial Education Sydney, NSW
Certificate from RG 146 Foreign Exchange
05-2024
University Overview
Financial Education Sydney, NSW
Certificate from RG 146 Managed Investments
05-2024
University Overview
Financial Education Sydney, NSW
Certificate from RG 146 Securities
05-2024
University Overview
Reea EskilledSydney, NSW
Certificate IV Finance and Mortgage Broker from Mortgage
09-2023
University Overview
IFICCalgary, AB
Bachelor of Commerce from Finance
12-2010
University Overview
Skills
- Financial planning
- Wealth management expertise
- Business development and planning
- Relationship building and management
- New business development
- Problem-solving abilities
- Financial statement analysis
- Analytical skill
- Multitasking
- Organizational skills
- Risk management
Languages
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Kaplan Professional
Master of Financial Planning from Financial Planning
01.2025 - 04.2025
Investigation and Fraud Specialist (Project)
HSBC, Sydney, Australia
01.2025 - Current
Financial Education
Certificate from RG 146 Generic Knowledge
03.2024 - 05.2024
Kaplan Professional
Graduate Diploma of Financial Planning from Financial Planning
01.2024 - 12.2024
Premier Banking Manager
HSBC, Sydney, Australia
01.2023 - 12.2025
Operations & Business Development Manager
Smart Clinic, Calgary, Alberta
06.2020 - 12.2022
Senior Financial Advisor
Various Banking Institutions, Calgary, Alberta
03.2014 - 05.2020
Personal/Business Banking and Commercial Specialist
Various Banks, Calgary, Alberta
02.2008 - 02.2014
Financial Education
Certificate from RG 146 Derivatives
Financial Education
Certificate from RG 146 Foreign Exchange
Financial Education
Certificate from RG 146 Managed Investments
Financial Education
Certificate from RG 146 Securities
Reea Eskilled
Certificate IV Finance and Mortgage Broker from Mortgage
IFIC
Bachelor of Commerce from Finance
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