Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

AMP appoints CBA exec to super and retirement role

appointments/financial-planning/amp-financial-services/commonwealth-bank/director/

9 August 2013
| By Staff |
image
image image
expand image

AMP Financial Services (AFS) has picked up a Commonwealth Bank of Australia (CBA) senior executive to head up its superannuation and retirements products division after the incumbent moved to a new role within AMP. 

Patricia Montague will join AFS as director, contemporary wealth management products from next week, replacing Chris Jansen who has moved to an internal compliance team preparing for the implementation of Stronger Super. 

Montague will be responsible for AMP’s superannuation and retirement products, and will work across sales, distribution, marketing, product, pricing and investments. 

She will move to AFS from CBA where she was general manager of retail customers and transformation. In that role she oversaw customer satisfaction, strategy, revenue, and market share across a number of customer segments. 

Montague previously held the role of head of retail bank transformation at CBA where she headed an internal systems replacement for the bank related to customer service. 

The appointment was announced by AFS Director Banking and Wealth Management Products Rob Caprioli, who said Montague had a strong retail and customer focus and a track record in improving product, sales and distribution capabilities across different customer segments. 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

6 days 9 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND