Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Vik Turna

Yarrabilba

Summary

An inspirational professional who has a track record of achieving business, revenue and profitability objectives through a respectful, forward-thinking and motivational style. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

10
10
years of professional experience

Work History

Client Delivery Associate

QIC
10.2023 - Current
  • Client onboarding and key transitions (such as Super Fund mergers), including document and stakeholder coordination
  • Establishment, oversight and support of QIC client obligations, as outlined in client agreements or agree to via ad hoc requests.
  • Execution of client and product operational changes and activities
  • Coordinating timely, responsive and active management of external and internal client governance and compliance queries.
  • Working collaboratively with Client Delivery Analysts and Managers to ensure QIC update and maintain the CRM Client Deliverables Tracker as we onboard new business or as our client's governance needs change.
  • Coordinating with Client Reporting Business Analysts to contribute to process of building client report templates for the efficient ongoing preparation and delivery of client reports.
  • Collaboratively working with the Client Reporting Business Analyst to build knowledge by working with SMEs across QIC in order to source final/verified reporting data from various investment teams and database sources.
  • The collation and timely distribution of client and consultant governance deliverables.
  • Working collaboratively with and assisting the Client Delivery Analysts in the preparation, quality assurance & timely distribution of a wide range of client and fund deliverables.
  • Collaborating with the Client Delivery team to seek ways to Improve client report production efficiencies with a focus on reducing manual processes.
  • Client onboarding and offboarding and ensuring AML compliance

Private Wealth Management Associate

Westpac
09.2021 - 08.2023
  • Worked extensively with Trustees Executors (unit registry) and BT Funds Management, facilitating the application and redemption of units, day-to-day reconciliation of trust account balances, and oversight of managed fund suspense accounts.
  • Led operational support for investment product transitions, mirroring client onboarding processes and unit registry functions common in institutional and retail fund environments.
  • Ensured compliance with NZ AML/CFT regulations, maintained high standards of client documentation, and performed due diligence checks—directly relevant to governance oversight and regulatory queries.
  • Supported the portfolio implementation and ongoing client account maintenance, aligning with client delivery expectations in fund management roles.
  • Managed relationships with external stakeholders, coordinating appointments and ensuring clear communication of investment strategies and reporting protocols.
  • Developed proficiency in data entry, reporting, and reconciliation, including oversight of transactional data tied to fund movements—skills crucial to operational fund management and settlement functions.

Banking Operations Specialist

Westpac
11.2015 - 08.2021
  • Adaptable and proficient in learning new concepts quickly and efficiently
  • Demonstrated leadership skills in managing projects from concept to completion
  • Responded to customer calls and emails to answer questions about products and services.
  • Gained extensive knowledge in data entry, analysis and reporting
  • Ensure all application comply with AML/CFT regulations
  • Monitor and maintain cash flow to ensure adequate liquidity levels were maintained at all times.

Education

CPP41419 - Real Estate

Entry Education
Brisbane, QLD
02.2024

Certificate - Financial Services Level 5 Investments

Open Polytechnic
06.2023

National Diploma - Business Level 5 Business, Marketing

National Institute of Studies
03.2010

Skills

  • Consumer Banking
  • Client Acquisition
  • Trading Strategy
  • Wealth Management
  • CRM Proficient
  • XPLAN Proficient
  • Planning, Organising and Operational Excellence
  • Customer Service
  • Banking and Finance
  • Regulatory Compliance
  • AML/CFT, Client due diligence

Timeline

Client Delivery Associate

QIC
10.2023 - Current

Private Wealth Management Associate

Westpac
09.2021 - 08.2023

Banking Operations Specialist

Westpac
11.2015 - 08.2021

Certificate - Financial Services Level 5 Investments

Open Polytechnic

National Diploma - Business Level 5 Business, Marketing

National Institute of Studies

CPP41419 - Real Estate

Entry Education

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Vik Turna