Yash Raste
Credit Analyst at Sa Wealth Group
Based in South Plympton, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
South Plympton
Industry
Financial Services
Company size
28
Contact information
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y•••••••@sawealthgroup.com.au
Phone
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Background
About Yash Raste
Subject Matter Expert (SME) in Wealth Management Mutual Funds, Equities, Fixed Income, Derivatives, and others My 19+ successful years in the financial services industry stemmed from my curiosity about the ever-changing intricacies of the financial markets (equity and fixed income). Since then, I have built a career as a Trusted Business Partner—aiding Relationship Managers (RMs) and their high-net worth of clients—generate positive investment returns and revenues—across Singapore, UAE, and India. CFA Charter Holder Growth Strategist Multiple Sales & Service Excellence Accolades across Citibank I deliver results by-> Maintaining up-to-date knowledge of new financial products, industry trends, and regulatory requirements… -> Facilitating risk- and return-based portfolio reviews to high-value clientele… -> Rendering high level of communication and customer service to sales and their clients… A few impacts: GLOBAL INVESTMENT ADVISORY Delivering market-based product sales support to Relationship Managers (RMs) and boosting revenues generated from their existing client portfolios. WEALTH MANAGEMENT Grew investment AUM growth to 37%(FY12 to FY16) by serving as a “Subject Matter Expert” to the entire UAE IPB – NRI sales team and their clients. SALES AND OPERATIONAL EXCELLENCE Transformed branch leadership and direction into a cohesive, high-performing team—laser-focused on meeting and/or exceeding investment and insurance targets monthly that gained several accolades. As always, I’m open to network with thought leaders across various industries. Let’s connect! Yash Raste, CFA +61 423387157 yashraste@yahoo.com
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