Anwar Raslan

Key Responsibilities
• Read advice documents to determine if financial advice provided by financial advisers was appropriate
• Collaborate with investment consultants and sales managers to prepare proposals and presentations for institutional investors
• Work with sales managers to qualify and prioritise high value opportunities
• Review and analyse tender documents to ensure submission requirements are clearly understood
• Project manage the bid process
• Liaise with stakeholders to collate all relevant information
• Produce high quality, compelling and impactful request for proposals (RFP) and other investment sales documents
• Edit and proofread proposals to ensure they are customised to each client
• Maintain, update and create new content
• Build and maintain strong relationships with internal and external stakeholders
• Conduct data analysis, market research and benchmarking to develop prospect pipeline

Key Responsibilities:
• Read advice documents to determine if financial advice provided by financial advisers was appropriate
• Use spreadsheet analysis to determine if asset allocation advice provided by financial advisers was appropriate
• Write detailed reports of results of analysis
• Present during team meetings
• Cross collaboration with other department to provide a solution for clients

Key Achievements:
• Exceeding monthly KPIs
• Short listed to work on complex analytics project
• Awarded team member of the month for June 2020

Responsibiliites
• Construct and review model portfolios.
• Construct and review approved product list.
• Chair investment committee.
• Research managed funds, listed securities and investments.
• Monitor market movements, security prices and indices to ensure correct portfolio valuations.
• Monitor asset allocations to ensure they are in line with risk profiles and rebalance portfolios.
• Review investment portfolios for advisers and make investment recommendations.
• Place investment trades.
• Liaise and establish relationships with fund managers, brokers, research houses and platforms.

Achievements
• Promoted to Chief Investment Officer due to outperformance.
Created investment policy document.
• Generated monthly model portfolio reports that assisted advisers in communication with clients.
• Model portfolios currently outperforming benchmarks.
• Meeting with and researching five fund managers a week.

• Senior financial adviser.
• Relationship manager to 270 clients.
• Provide financial advice to public servants.

• Business development focus by promoting executive advice program to Australian and global corporations
• So far over 10 corporations have accepted the program
• Presented executive advice seminars to senior executives of corporations
• Assisted with preparation of presentation and co-ordination of the program
• Provided financial advice to senior executives

• Audited over 250 financial advice files in 8 weeks
• Checked quality of advice provided in relation to structured product advice
• Reported results to management

Self Employed Financial Planner
• 50 per cent increase in revenue by upselling existing client book
• Increase in revenue achieved by cross selling insurance to client base and obtaining additional FUM from existing clients.
• Sourced accountants and mortgage brokers as alliance partners via networking
• Prepared and presented client seminars biannually to up to 100 clients

Financial Planner
• Accumulated $10m FUM in 3 years
• Turned around performance of Alliance One credit union by providing excellent service to previously under serviced credit union. Made monthly visits to regional credit union branches that previously were serviced only on an ad hoc basis
• Provided support to senior adviser by meeting with clients and preparing client documentation
• Prepared and presented client seminars biannually to up to 100 clients

Senior Financial Adviser
• Turned one of the worst branches with regards to wealth to one of the best. Converted branch from lowest 20 per cent to highest 20 per cent.
• Assisted high net worth and priority clients achieve goals such as minimising tax via salary sacrifice strategies.
• Trained and coached administration assistant.
• Service and maintained client base of over 300 clients.

Monitor Money (purchased Patrick Whelan Financial Services)
Senior Financial Adviser
• Assisted in developing business processes in transition from Patrick Whelan to Monitor Money.
• 8-12 client consultations a week.
• Service and maintain client base of 350 clients with $50million FUM by ensuring customer satisfaction.
• Hosted 2 seminars for 100 clients.


Achievements and accomplishments
• In Top 3 sales earners out of 22 advisers.
• 2nd highest net inflows for 2004.
• More than 9 out of every 10 plan presented were implemented.
• One of only 4 staff retained by Monitor Money out of total of 13.
• Given pay rise after first quarter.

Senior Financial Adviser/Team Leader
• Formulated with other staff PW model portfolio of managed funds.
• Chaired sales meetings.
• Supervise associate planners paraplanners and client service officers.
• Service and maintain client base of over 1000 clients by ensuring customer satisfaction.
• Interpreted financial data.
• Preparation of financial plans.
• 8 to 12 clients consultations a week.
• Interviewed, assessed and hired candidates.


Achievements and accomplishments
• Selected by Chairman Patrick Whelan to be one of two team leaders of firm.
• Highest sales earner in the firm earning on average $15, 000 in upfront commissions per month.
• More than 9 out of every 10 plans presented were implemented.
• Contributed to development of service and pricing package.
• Invited by AXA to attend Study Tour in South Africa & Mauritius due to finishing in top 10 for sale of AXA products.

Investment Consultant
• Built up and managed portfolio of clients.
• Maintained client relationships by ensuring customer satisfaction.
• Matched investment product and services to client needs.