James Wilkinson Email & Phone Number
Vice President, Sales and Business Development @ NAV Fund Administration Group
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James Wilkinson Location
- Sydney, NSW, AU
James Wilkinson Work
- 2024 -now Vice President, Sales and Business Development @
- 2023 -2024 General Manager - iPartners Group @
- 2022 -2023 Chief Operating Officer iPlatforms @
- 2021 -2022 Head of Platforms and Operations @
- 2020 -2021 Head of Operations @
- 2019 -2020 Director - Operations @
- 2018 -2019 Vice President, Senior Client Services Manager Corporate Trust @
- 2017 -2018 Client Services Assistant Manager @
- 2015 -2017 Client Service Team Leader Unit Registry and Transfer Agency @
- 2015 -2015 Unit Registry and Transfer Agency Account Manager @
- 2014 -2015 Team Leader - Unit Registry and Transfer Agency @
- 2011 -2012 Client Service Consultant @
- 2006 -2011 Portfolio Manager. Discretionary Portfolio Management @
- 2004 -2006 Trainee Portfolio Manager. Discretionary Portfolio Management @
- 2003 -2004 Unit Trust Dealer. Hedge Fund Administrator @
- 1999 -2003 Unit Trust Dealer, Stock Reconciliations Clerk @
James Wilkinson Education
- Harlow College
(Business)
1996-1998 - Mark Hall School 1991-1996
James Wilkinson Skills
- Wealth Management
- Portfolio Management
- Private Banking
- Banking
- Financial Services
- Investment Management
- Investments
- Bonds
- Investment Banking
- Fixed Income
- Financial Risk
- Investment Strategies
- Asset Allocation
- Equities
- Financial Markets
- Middle Office
- Corporate Actions
- Team Management
- Performance Reporting
- Ad Hoc Reporting
- Affluent
- Cash Management
- Back Office
- Securities
- Wealth Management...
- Microsoft Word
- Microsoft Excel
- Outlook
- Front Office Support
- Static Data
- Self-motivated Team...
- Timely Decision Making
- Recruiting
- Workers Compensation
- Return to Work
- Underwriting
- General Insurance
- Operational Risk
- Wealth
- Derivatives
- Case Management
- Asset Management
- FX Options
- Structured Products
- HNW
- Rebalancing
- Problem Solving
- Directing Others
- Case Managment
- Self Motivated Team Player/Builder
- Public Speaking
- Sales
- Wealth Management Services
- Team Leadership
- Microsoft Office
- Risk Management
- Financial Analysis
- Account Management
- Key Account Relationship Building
- Corporate Trust
- Facility Agent
James Wilkinson Summary
- James Wilkinson, based in Sydney, NSW, AU, is currently a Vice President, Sales and Business Development at NAV Fund Services. James Wilkinson brings experience from previous roles at iPartners. James Wilkinson holds a 1996 - 1998 Harlow College. With a robust skill set that includes Wealth Management, Portfolio Management, Private Banking, Banking, Financial Services and more. James Wilkinson has 2 emails and 2 mobile phone numbers on RocketReach.
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