Dedicated and result driven individual with over 8 years in the finance industry. I am seeking to excel in a growth-oriented organisation where I can leverage and further develop my skills to contribute to meaningful and valuable outcomes. Ambitious and detail-oriented, I possess extensive experience in balancing priorities and meeting deadlines under pressure. Adept at delivering impeccable client service, cultivating lasting relationships, and serving as a reliable team member. Committed to achieving high standards and driving success within a forward-thinking company.
Hi, I’m
Livhu Simeli
Auckland,AUK
Summary
Overview
9
years of professional experience
Work History
Fisher Funds Management
Intermediary Support Specialist
10.2021 - Current
Job overview
- Oversee support and management functions to ensure effective partnership relationship operations
- Manage the IMA platform, including the coordination of monthly system processes and the preparation of quarterly reports for end investors
- Maintain and develop the relationship between Fisher Funds and FNZ, ensuring seamless administration and investment custodian services
- Recommend and implement system improvements for the IMA (FNZ) platform, driving enhancements to support operational excellence and partner satisfaction
- Manage the onboarding process for new advisers, including handling Distribution Agreements, system access, training, and commission payments to ensure smooth integration
- Prepare and provide external adviser reporting, ensuring timely and accurate information
- Prepare and disseminate regular reports on adviser and distribution partner activities, offering valuable insights to support strategic decision-making
- Participate in project delivery and support the execution of projects, contributing to successful project outcomes and organisational goals.
Fisher Funds Management
Wealth Support Manager
09.2018 - 10.2021
Job overview
- Implemented and refined processes to establish and maintain the function of the Wealth Administration team, enhancing team efficiency and streamlining operations
- Prepared comprehensive annual reviews for high-net-worth clients, ensuring detailed and accurate documentation for adviser meetings
- Managed the preparation of client files for adviser meetings, ensuring completeness and accuracy to facilitate productive discussions and decision-making
- Collaborated with internal teams to ensure seamless service delivery, addressing client needs and enhancing overall client satisfaction
- Oversaw client administration tasks, including processing client requests and providing value-added support to each client interaction
- Ensured compliance with business client due diligence requirements, including gathering and managing Client Due Diligence for remediation purposes
- Played a key role in project delivery, supporting various projects and contributing to successful implementation and outcomes
Fisher Funds Management
Client Administration Manager
12.2015 - 09.2018
Job overview
- Implemented and optimised administrative processes to enhance efficiency and streamline operations within the Client Administration team
- Handled and processed withdrawals for managed funds and non-KiwiSaver superannuation schemes, ensuring accurate and timely execution of transactions
- Managed KiwiSaver transfers, including those involving both Australian and New Zealand superannuation funds, facilitating seamless fund transitions
- Processed various applications, including investment switches, direct debits, and tax rate adjustments, ensuring compliance with internal and regulatory standards
- Oversaw daily banking operations for the company, maintaining accurate records and ensuring the smooth execution of financial transactions
- Ensured business client due diligence was met, adhering to compliance requirements and mitigating risks
- Provided support to the Front Office Coordinator and Customer Relationship Managers, assisting with administrative tasks and contributing to overall client service excellence
Education
Auckland University of TechnologyAuckland, New Zealand
Bachelor of Business
01.2012
University Overview
Varsity CollegeJohannesburg, South Africa
Diploma from International Travel & Tourism
01.2007
University Overview
Skills
- Customer Service
- Teamwork
- Communication
- Microsoft Office
- Team Collaboration
- Intermediary Coordination
- Relationship Management
- CRM and Support tool (adviser portal, Platform)
- Training and coaching
- Issue resolution
- Data analysis
- Customer relationship management
Accomplishments
Accomplishments
- Implemented a new adviser portal that boosted the advisers productivity and engagement.
- Contributed to the successful launch of a new team. Both as a Client operations Specialist and Wealth Support Manager.
- Supported the implementation of new operational processes for both these roles.
Personal Information
Personal Information
Title: Partnership Support ManagerLanguages
Sesotho
Professional Working
Zulu
Limited Working
Tshivenda
Native or Bilingual
Interests
- Gardening
- Hiking
- Enjoy hobbies that combine physical activity with outdoor exploration
- Passionate about balancing physical health with mental and emotional wellness
Timeline
Intermediary Support Specialist
Fisher Funds Management
10.2021 - Current
Wealth Support Manager
Fisher Funds Management
09.2018 - 10.2021
Client Administration Manager
Fisher Funds Management
12.2015 - 09.2018
Auckland University of Technology
Bachelor of Business
Varsity College
Diploma from International Travel & Tourism
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