Daniel Hicks

Berufserfahrung von Daniel Hicks

• Bis heute 10 Jahre und 5 Monate, seit Feb. 2014

  Account Manager

  Moody's Analytics

  Introducing banks across Germany, Austria and Switzerland to Moody's Analytics comprehensive suite of award-winning enterprise risk solutions covering Credit Assessment and Origination, Balance Sheet and Portfolio Management and Regulatory Compliance, all underpinned by our deep expertise in risk management, credit research, modelling, advisory, consulting and implementation services.

• 1 Jahr und 5 Monate, Sep. 2012 - Jan. 2014

  Premium Client Manager

  CMC Markets UK Plc

  - Promotion of CMC's CFD trading platform to potential clients. - Supporting premium clients in their use of the trading platform. - Actively migrating clients onto CMC’s new trading platform. - Design and maintenance of service statistics reporting.

• 2 Jahre und 8 Monate, Juli 2009 - Feb. 2012

  Head of Member Services and Financial Advice Centre

  UniSuper

  - Designed, launched and managed Financial Advice Centre. - Conducted extensive review of front-office operations. - Merged Member Services and Financial Advice Centre functions. - Transformed front-office operations and ensuring delivery of exceptional service experience to fund members. - Developed proactive outbound Member Relations team.

• 2 Jahre, Aug. 2007 - Juli 2009

  Director

  Superworks Financial

  - Developed investment research, analysis and ratings methodology. - Responsible for economic and investment analysis to determine appropriate client recommendations. - Designed efficient and compliant process for assessment of client needs and provision of industry-leading advice documentation. - Responsible for continuous process improvement. - Consulted with clients to provide tailored investment recommendations.

• 2 Jahre und 6 Monate, März 2005 - Aug. 2007

  Trading Desk Manager, Portfolio Management

  OZFINANCIAL

  - Lead broking and administration staff, overseeing execution, settlement and funding of exchange traded options trades and equity trades. - Responsible for management of credit risk. - Developed and implemented fully compliant personal advice. - Responsible for promotion of the Portfolio Management service to prospective clients.

• 1 Jahr, Jan. 2003 - Dez. 2003

  Financial Adviser

  ANZ

  - Provided financial advice to ANZ’s customers throughout the local branch network. - Drove branch staff to refer customers for wealth management services. - Serviced client needs in areas of wealth creation, risk, retirement and estate planning. - Established strong relationships at branch level resulting in a 50% increase in referral numbers.

• 4 Jahre, Feb. 1999 - Jan. 2003

  Graduate, Bid Manager

  Advantra

  - Began with Advantra's Graduate Development Program and promoted early to Proposal Manager. - Lead the bid response teams in pulling together tender responses or direct sales proposals to major corporate clients for the provision of IT services. - Project managed the completion of complex sales proposals that incorporated the expert input of tens of individuals from across the business sometimes requiring concerted, time critical effort for weeks or months at a time.