Ron Genin

Understanding the unique needs and challenges of clients and working to ensure their success Identifying and pursuing new opportunities to help clients and partners achieve their goals. Collaborating with a team of experts to deliver reliable, scalable, and innovative software solutions for our clients.

Regularly dealt with key stakeholders such as advisers and platforms to deliver streamlined solutions for our customers. Worked closely with key internal stakeholders to implement internal process and service level improvements. Assisted with the monitoring of La Trobe's online investment platform and data integrity.

Established strong relationships with clients and platforms through effective communication and ongoing collaboration, ensuring efficiency in the implementation process. Worked closely with the para-planning department in the preparation of advice documents and client related materials. Construction and implementation of the firm's model and satellite portfolios and approved product list.

Provided exceptional support to clients and financial advisers, effectively utilising my strong interpersonal skills to build and maintain strong relationships. Consistently exceeded key performance indicators (KPIs) related to customer experience resulting in enhanced client satisfaction and retention. Collaborated with cross-functional teams to identify and address clients' needs, resulting in improved efficiency and streamlined processes.

Leveraged strong interpersonal skills to build rapport and engage potential sponsors, resulting in increased financial support and partnerships for the charity's mental health initiatives. Utilised strategic marketing tactics to promote the "Run for Mental Health" event, resulting in the successful sale of over 10,000 tickets and increased participation from the community. Demonstrated strong organisational skills by planning and executing key youth and multicultural outreach events focused on mental health, resulting in increased community engagement and awareness.

Majored in Banking and Finance. Received a mark of High Distinction in units covering finance concepts and marketing.

Learning key features of XPLAN including Portfolio and Modelling tools as well as Risk Researcher and WealthSolver.

Currently hold a distinction average across all subjects. Course focused on the tailoring of financial advice to meet clients needs.