Also certified dog behaviourist and trainer - passionate about dogs!
Lorraine White
Adelaide
Summary
Highly motivated professional with a strong background in business development, dedicated to driving growth and identifying new opportunities. Skilled in fostering team collaboration and adapting to evolving market demands, consistently achieving targets. Proficient in client relationship management and strategic planning, bringing a results-oriented approach to every project. Accomplished achiever with a proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance. Experienced leader with a track record of guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for a collaborative approach and unwavering commitment to excellence.
Overview
37
37
years of professional experience
Work History
Client Partner
News Corp Australia
11.2023 - Current
- Developing and executing sales strategies to drive growth while cultivating long-term client relationships
- Providing tailored solutions to meet customer needs, leveraging data-driven insights and strategic planning
- Strengthened client relationships by consistently delivering tailored solutions and proactive communication.
- Created comprehensive proposals that demonstrated the company''s unique capabilities in addressing client challenges effectively.
- Monitored financial performance indicators closely to ensure alignment with sales targets and organizational goals.
- Reviewed client feedback regularly to pinpoint areas requiring improvement, implementing necessary changes for enhanced service quality over time.
- Streamlined internal processes for improved efficiency, enabling faster response times to client inquiries.
- Managed a diverse portfolio of clients, ensuring personalized attention and high-quality service delivery.
- Mentored junior team members, fostering a collaborative environment that contributed to individual growth and overall team success.
New Business Executive (Remote)
ICON Communication Centres
02.2021 - 03.2022
- Identifying new business opportunities, building trust and rapport with clients, and implementing strategic financial solutions to support global brands in B2B financial services
- Managing inter-department reporting, workflow planning, and procurement processes
Certified Financial Planner
ProfiExpats
03.2020 - 02.2021
- Providing expert financial planning services to expatriates and Czech nationals, specializing in insurance, protection, investments, retirement planning, education funding, mortgages, and personal financial health assessments
Investment Sales & Business Development Manager / Head of Personal Financial Services
HSBC
10.2007 - 12.2015
- Led the Premier Banking & Wealth Management division, proactively sourcing and managing HNW clients
- Oversaw department growth, financial planning, marketing, and business development
- Managed compliance, audits, and strategic initiatives to enhance client experience and financial performance
- Played a key role in HSBC Bank (Cayman) Limited's expansion in the region
Regional Manager
HSBC
07.2004 - 10.2007
- Directed growth and development of HSBC Premier across South Africa and Sub-Saharan Africa
- Managed recruitment, training, regulatory compliance, performance management, and client portfolio development
- Led annual operating plans and ensured financial compliance
- Developed and executed successful business plans that resulted in improved market share and profitability within the region.
Financial Planning Manager
HSBC
11.2002 - 07.2004
- Advised international clients on offshore investment and financial planning
- Conducted global client meetings and offshore seminars to promote HSBC's banking solutions
- Evaluated the success of implemented financial plans by comparing actual results against predetermined benchmarks, making necessary adjustments as needed.
- Drove improved financial performance for portfolio of publications, products, and partnerships by offering proactive analytical support and guidance.
Corporate Manager & Sales Consultant
Marsh McLennan
01.2001 - 01.2002
- Led business development efforts, securing corporate clients through strategic financial planning solutions, including keyman assurance, shareholder protection, pensions, and investment portfolio management
Mortgage & Financial Planning Consultant
Alliance & Leicester
01.1988 - 01.2001
- Provided tailored financial planning solutions, mortgage and loan advisory services, and managed a financial team to achieve sales and customer satisfaction targets
Skills
- Social media marketing
- Client acquisition
- Competitor analysis
- Proposal writing
- Teamwork and collaboration
- Problem-solving
- Time management
- Excellent communication
- Customer satisfaction
- Organizational skills
- Team leadership
- Decision-making
- Adaptability and flexibility
- Customer engagement
- Relationship building
- Team building
- Self motivation
- Sales presentations
- Goal setting
- Professionalism
- Interpersonal communication
- Strategic planning
- Solution selling
- Sales strategy
- Time management abilities
- Customer retention
- Sales training
- Networking skills
- Pipeline management
- Professional demeanor
- Problem-solving aptitude
- Direct sales
- Business development
- Cross-selling
- Staff training and motivation
- Full-cycle sales process
Interests
Timeline
Client Partner
News Corp Australia
11.2023 - Current
New Business Executive (Remote)
ICON Communication Centres
02.2021 - 03.2022
Certified Financial Planner
ProfiExpats
03.2020 - 02.2021
Investment Sales & Business Development Manager / Head of Personal Financial Services
HSBC
10.2007 - 12.2015
Regional Manager
HSBC
07.2004 - 10.2007
Financial Planning Manager
HSBC
11.2002 - 07.2004
Corporate Manager & Sales Consultant
Marsh McLennan
01.2001 - 01.2002
Mortgage & Financial Planning Consultant
Alliance & Leicester
01.1988 - 01.2001
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