Lisa Hall

• Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
• Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
• Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
• Assisted clients with navigating complex financial situations such as divorce, career changes or business sales, and provided guidance on the appropriate strategies to protect their wealth.
• Conducted thorough analyses of market trends and economic indicators to inform investment recommendations.
• Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
• Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
• Setup a regular Wealth Manager call cycle with Branch Stakeholders in my Region (CNI) to keep staff informed and assist with any challenges
• Part of the Wealth Champions team withinASB CNI region, providing coaching and development for staff

Provided 1 on 1 coaching with the implementation of financial advice, providing regular monitoring and guidance

Presenting the Enable Me strategy and brand to workplace employees

Attended regular networking events throughout BOP to establish and build Company brand

• Developed relationships with real estate agents to increase referral business, leading to a significant boost in loan originations.
• Coordinated with cross-functional teams including legal, finance, and IT departments to address any issues that arose during the loan origination process.
• Evaluated creditworthiness of clients using various financial data analysis methods, ensuring responsible lending practices were followed consistently across all transactions.
• Implemented targeted marketing campaigns aimed at attracting new business from specific demographics or industries, resulting in increased loan volume.
• Developed and maintained a comprehensive knowledge of mortgage products, industry trends, and regulatory changes to provide expert guidance to both clients and colleagues.

• Implemented targeted marketing campaigns aimed at attracting new business from specific demographics or industries, resulting in increased loan volume.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Evaluated creditworthiness of clients using various financial data analysis methods, ensuring responsible lending practices were followed consistently across all transactions.
• Developed relationships with real estate agents to increase referral business, leading to a significant boost in loan originations.
• Developed and maintained a comprehensive knowledge of mortgage products, industry trends, and regulatory changes to provide expert guidance to both clients and colleagues.