Taylan Sari
Melbourne,Australia
Summary
Dynamic finance professional with extensive experience in investor servicing, fund operations, and client relationship management. Proven ability to build and maintain strong stakeholder relationships while managing complex accounts and supporting portfolio growth. Currently contributing to La Trobe Financial, with a keen ambition to leverage expertise in business banking to drive client success and enhance revenue growth. Committed to delivering exceptional service and strategic insights that foster long-term partnerships and business development.
Overview
5
5
years of professional experience
Work History
Investor Services Officer - Asset Management
La Trobe Financial
08.2024 - Current
- Key contact for advisers, brokers, and investors across Australia’s largest credit fund (A$20bn+ AUM).
- Built trusted relationships and delivered compliant investor communications.
- Onboarded diverse investor structures (companies, trusts, SMSFs), supporting hundreds of accounts.
- Oversaw daily processing of A$10m+ direct debit transactions, ensuring accuracy and timeliness.
- Collaborated with senior leadership and compliance teams to enhance onboarding and reporting.
- Conducted AML/KYC reviews, safeguarding fund integrity and investor confidence.
Business Operations Associate
IGI
01.2023 - 08.2024
- Managed and sustained relationships with 100+ SME clients (builders and contractors), acting as the primary point of contact to support ongoing business partnerships.
- Conducted market research to identify emerging trends and customer needs, enhancing competitive positioning.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key stakeholders.
Banking Consultant
ANZ
12.2021 - 12.2022
- Contacted up to 15 new prospective clients per week to generate new loans, deposits and business to achieve company production goals.
- Achieved top 10 in sales targets within the region out of over 100 consultants on a consistent basis. (surpassing ~150% of benchmark sales targets)
- Extended and sustained relationships with customers to maintain and grow business
Loan Processor
Mortgage Domayne
12.2020 - 12.2021
- Processed loan applications efficiently, ensuring compliance with regulatory standards and company policies.
- Reviewed financial documents for accuracy, verifying borrower information and creditworthiness.
- Communicated effectively with clients, providing updates and addressing inquiries throughout the loan process.
- Worked under a senior mortgage broker, assisting in the processing and settlement of ~AUD $70M in loans per annum.
Education
Post Graduate Certificate - Business Administration
RMIT University
01-2025
Bachelor of Business - Economics & Finance
RMIT University
01.2021
Associate Degree - Business
RMIT University
01.2019
Diploma - Finance and Mortgage Broking
FARSTA
Certificate IV - Finance And Mortgage Broking
FARSTA
Tier 2 - RG146
Kaplan
Skills
- Relationship management
- Client servicing
- Investor communication
- Problem-solving
- Attention to detail
- Organizational skills
References
References available upon request.
Timeline
Investor Services Officer - Asset Management
La Trobe Financial
08.2024 - Current
Business Operations Associate
IGI
01.2023 - 08.2024
Banking Consultant
ANZ
12.2021 - 12.2022
Loan Processor
Mortgage Domayne
12.2020 - 12.2021
Bachelor of Business - Economics & Finance
RMIT University
Associate Degree - Business
RMIT University
Post Graduate Certificate - Business Administration
RMIT University
Diploma - Finance and Mortgage Broking
FARSTA
Certificate IV - Finance And Mortgage Broking
FARSTA
Tier 2 - RG146
Kaplan