Private Client Services @ (January 2021 - May 2021)
Senior Personal Banker @ (December 2018 - January 2021)
Personal Banker @ (November 2017 - December 2018)
Customer Service Consultant @ (August 2016 - October 2017)
Will McLachlan Education
Open Polytechnic of New Zealand
New Zealand Certificate In Financial Services (Level 5) (Finance and Financial Management Services)
2019-2020
St Andrew's College, New Zealand 2011-2015
Will McLachlan Skills
Business Development
Customer Relationship Management (CRM)
Customer Service
Financial Advisory
Insurance
Mortgage Lending
Private Wealth Management
Retail Banking
Will McLachlan Summary
Will McLachlan, is currently a Business Development Manager at Archax. Will McLachlan brings experience from previous roles at LEVANTOR CAPITAL LIMITED and ANZ. Will McLachlan holds a 2019 - 2020 New Zealand Certificate In Financial Services (Level 5) in Finance and Financial Management Services @ Open Polytechnic of New Zealand. With a robust skill set that includes Business Development, Customer Relationship Management (CRM), Customer Service, Financial Advisory, Insurance and more. Will McLachlan has 1 emails on RocketReach.
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