Kelvin Lai is currently working as a Product Analyst in Funds Management at Australian Unity. Prior to this, Kelvin has held roles such as Priority Service - Relationship Manager at Praemium and Senior Risk and Operations Support Specialist at AMP. With a background in operations, client relationship management, and expertise in various financial products and services, Kelvin has shown a strong track record of building and maintaining key client relationships while improving process efficiency. Kelvin's dedication to understanding client needs and utilizing platform capabilities has proven to be valuable in retaining clients and resolving queries efficiently. In addition to their professional experience, Kelvin is currently pursuing a Master of Business Administration degree at the Australian Institute of Business.
September, 2023 - present