Melissa Mac
Auckland,AUK
Summary
Enthusiastic professional who is highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach. Experience in areas, including wealth advice, estate planning, and investment planning.
Overview
16
16
years of professional experience
Work History
Small Business Owner
Mel And Mac Ltd
07.2017 - Current
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Promoted business via social media to generate business and maximise brand identity.
- Enhanced company reputation by consistently delivering an exceptional service to customers.
- Hired, trained, and supervised staff to maintain high levels of productivity and customer satisfaction.
- Fostered a positive work environment that motivated employees towards achieving their potential while contributing significantly towards overall business success.
Wealth Advisor (AFA)
Kiwibank
10.2010 - 07.2017
- Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.
- Educated clients on various investment products, empowering them to make informed decisions about their financial futures.
- Established strong relationships with clients, enhancing trust and long-term retention rates.
- Proactively seek to increase quality leads across retail stores and business banking centres through close and productive relationships
Investment Advisor
Westpac
01.2010 - 10.2010
- Provided financial advice to clients based on their needs and goals in relation to Investments, Personal Insurance and Retirement Planning
- Met and Exceeded sales targets
- Presented and explained financial plans to relevant parties
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
Branch Wealth Specialist
Westpac
01.2008 - 01.2010
- Provided financial advice to clients up to $100,000
- Developed strong client relationships through consistent communication and attentive service.
- Interpreted clients' needs and introduced services to fit specific requirements.
- Provided everyday banking needs to clients, including savings accounts, KiwiSaver and Managed Funds
Education
NZ Certificate in Financial Services - Level 5 - Finance
Open Polytechnic of New Zealand
Lower Hutt, NZ12.2024
National Certificate For Financial Services -
Open Polytechnic of New Zealand
Lower Hutt, NZ05.2011
Certificate of Authorisation - Finance
Authorised Financial Adviser
Financial Markets Authority05.2011
Skills
- - Goal Oriented - I am someone who sets goals to achieve in all aspects of my life I consider this essential to be successful in a competitive environment
- - Motivation - I am highly motivated and passionate about achieving my goals
- - Building relationships - My personality is well suited to working closely with people to achieve desired results I am open in my approach and look for solutions without compromising principles
- - Leadership - I naturally lead people by embracing an organisation's values and demonstrating these consistently I am open in my communication style and enjoy embedding a culture of success
Timeline
Small Business Owner
Mel And Mac Ltd
07.2017 - Current
Wealth Advisor (AFA)
Kiwibank
10.2010 - 07.2017
Investment Advisor
Westpac
01.2010 - 10.2010
Branch Wealth Specialist
Westpac
01.2008 - 01.2010
NZ Certificate in Financial Services - Level 5 - Finance
Open Polytechnic of New Zealand
National Certificate For Financial Services -
Open Polytechnic of New Zealand
Certificate of Authorisation - Finance
Authorised Financial Adviser
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