Jade West
Summary
Results-driven sales professional with over 20 years’ experience in Account Management and Business Development across diverse industries, including financial services. Skilled at understanding client needs, delivering tailored solutions, and navigating regulatory requirements to drive revenue growth. Strong focus on customer satisfaction, compliance, and cross-team collaboration to exceed business goals. Committed to building long-term client relationships and fostering a positive sales culture.
Overview
19
19
years of professional experience
Work history
Senior Workplace Adviser
AMP
08.2022 - Current
- Manage a portfolio of 180+ clients, delivering personalised financial advice and building strong, long-term relationships.
- Develop and implement tailored financial plans, including retirement and investment strategies, aligned to individual goals and risk profiles.
- Ensure full compliance with New Zealand financial regulations, including the FMCA 2013, Code of Professional Conduct, AML/CFT Act, and Privacy Act 2020.
- Conduct in-depth research on financial products and market trends to provide informed, ethical, and client-focused recommendations.
- Consistently exceed personal KPIs while contributing to wider team targets in acquisition, retention, and revenue growth.
- Deliver clear and engaging presentations to improve client financial literacy and decision-making.
- Champion ethical financial practices, reinforcing the organisation’s reputation as a trusted provider.
- Collaborate across departments to ensure seamless service delivery and contribute to continuous improvement initiatives.
GBT ACCOUNT MANAGER
Tandem Travel - Air New Zealand
01.2021 - 08.2022
- Managed 60+ global accounts, leading onboarding projects and ensuring seamless client implementations.
- Delivered strategic client reviews, highlighting ROI and identifying savings through data-driven insights.
- Built and maintained strong relationships, improving retention and client satisfaction.
- Identified growth opportunities in underperforming accounts, contributing to revenue recovery.
- Oversaw RFP and contract management, ensuring timely and compliant processes.
- Exceeded sales targets by leveraging product expertise to support client decision-making.
DEPLOYMENT PROJECT MANAGER
American Express Global Business Travel
01.2020 - 10.2021
- Led multi-million dollar projects across APAC, consistently delivering on time, within scope and budget.
- Managed stakeholder relationships and expectations, handling scope changes and risk escalations effectively.
- Delivered status reports, tracked action items, and implemented project standards to improve delivery outcomes.
- Continuously improved processes by reviewing policies and refining project methodologies.
- Developed business cases to support investment decisions and prioritise strategic initiatives.
- Analysed performance data to evaluate project success and inform future strategy.
- Managed audit requirements, establishing reporting frameworks and schedules.
CLIENT MANAGER
American Express Global Business Travel
06.2015 - 01.2020
- Managed a portfolio of 70+ business travel clients across diverse industries, driving retention, revenue growth, and profitability.
- Developed and executed strategic account plans aligned with client goals, delivering measurable cost savings and service improvements.
- Conducted regular client reviews and feedback sessions, ensuring high satisfaction and program alignment.
- Identified risks and implemented proactive retention strategies to mitigate client churn.
- Increased ancillary revenue through targeted Key Supplier Programmes.
- Analysed travel spend data to uncover savings opportunities and provided consultative, data-driven support.
OPERATIONS TEAM LEADER
American Express Global Business Travel
08.2010 - 06.2015
- Monitored team performance across safety, reliability, customer service, and delivery KPIs.
- Led recruitment, onboarding, and coaching, including bi-annual performance reviews and monthly improvement plans.
- Managed team performance, providing targeted coaching and support for underperformers.
- Built strong client relationships and led service recovery efforts for at-risk accounts using data-driven scorecards.
- Handled crisis management for travel disruptions due to global/local events, ensuring traveller safety and continuity.
- Collaborated with stakeholders to drive service excellence and operational improvements.
SENIOR TRAVEL CONSULTANT
American Express Global Business Travel
01.2007 - 08.2010
- Coordinated comprehensive client travel arrangements—including airfare, car rentals, accommodations, and insurance—ensuring compliance with industry standards and regulatory requirements, driving revenue growth through strategic upselling, and recognized with the Pace-setters Award in 2009 and 2010 for ranking among the top 3% of national consultants.
Education
NVQ Level 5 - Financial Services
Open Polytechnic
Skills
- Financial Services Expertise: Strong knowledge of FMCA, AML/CFT, Code of Conduct, product suitability, risk assessment, and compliance
- Account/Relationship Management: Built and nurtured strong client relationships, driving retention and growth within financial services portfolios while consistently exceeding targets
- Business Growth: Delivered increased revenue through tailored financial solutions and strategic account management
- CRM Proficiency: Experienced in using Salesforce CRM to manage customer information, track communications, support sales processes, and improve client relationships
- Data Analysis & Reporting: Proficient in Excel, PowerPoint, and Power BI for financial data analysis and reporting
- Collaboration Tools: Experienced with MS Teams, Microsoft 365, and Outlook for effective team communication
- Time Management & Organisation: Effective at prioritising tasks and consistently meeting deadlines in fast-paced settings
- Stakeholder Engagement: Effective communicator and relationship builder with clients and internal teams
- Negotiation: Proven ability to effectively negotiate agreements that meet business objectives and stakeholder expectations
- Presentation: Skilled at delivering clear and persuasive presentations tailored to financial audiences
References
References available upon request.
Timeline
Senior Workplace Adviser
AMP
08.2022 - Current
GBT ACCOUNT MANAGER
Tandem Travel - Air New Zealand
01.2021 - 08.2022
DEPLOYMENT PROJECT MANAGER
American Express Global Business Travel
01.2020 - 10.2021
CLIENT MANAGER
American Express Global Business Travel
06.2015 - 01.2020
OPERATIONS TEAM LEADER
American Express Global Business Travel
08.2010 - 06.2015
SENIOR TRAVEL CONSULTANT
American Express Global Business Travel
01.2007 - 08.2010
NVQ Level 5 - Financial Services
Open Polytechnic
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