Summary
Overview
Work History
Education
Skills
References
Timeline
Hi, I’m

Vik Turna

Sunnyhills,AUK

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

7
years of professional experience

Work History

Westpac
Auckland, AUK

Wealth Management Consultant
09.2021 - Current

Job overview

  • Implemented exit strategies for clients to transition out of investments.
  • Helped clients make informed decisions about financial future.
  • Researched and evaluated potential investment products for clients.
  • Educated clients on potential risks and rewards associated with various investments.
  • Ensuring that all Bank policies and procedures are complied with including
    requirements around Anti Money Laundering (AML).
  • Supporting 5 advisers in Wealth Office team to meet customer needs within agreed service levels
  • Establishing customer appointments and preparing documentation for those appointments
  • Ensure client records are maintained to high standard and Undertaking documentation checks for client files.
  • Able to field customer concerns and discuss benefits of investment advice process with new and existing customers.
  • Completing any administration requirements relating to duties of position

Westpac
Auckland, AUK

Kiwisaver and Managed Funds Specialist
11.2015 - 08.2021

Job overview

  • Adaptable and proficient in learning new concepts quickly and efficiently
  • Demonstrated leadership skills in managing projects from concept to completion
  • Worked effectively in fast-paced environments answering 30-50 calls per day and managing inbox
  • Gained extensive knowledge in data entry, analysis and reporting
  • Assessing and processing type of all type of KiwiSaver and managed funds applications
  • Ensure all application comply with AML/CFT regulations

Education

Open Polytechnic
Wellington

Certificate in Financial Services Level 5 from Financial Planning
06.2023

National Institute of Studies
Aucklnad

National Diploma in Business Level 5 from Business , Marketing
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

References

Available up on request

Timeline

Wealth Management Consultant

Westpac
09.2021 - Current

Kiwisaver and Managed Funds Specialist

Westpac
11.2015 - 08.2021

Open Polytechnic

Certificate in Financial Services Level 5 from Financial Planning

National Institute of Studies

National Diploma in Business Level 5 from Business , Marketing

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Vik Turna