ANNI

Talented and capable Senior Client Advisor with 12+ years experience in Financial / Banking Industry in Singapore. Ambitious, reliable and possess excellent time keeping skills. Enthusiastic, self-motivated, responsible and hard working individual, with broad skills and experience in Financial / Banking Industry. Mature team worker and adaptable to all challenging situations. Able to work well both in a team environment as well as using own initiative.

• M1B
• M5
• M6
• M6A
• M8
• M8A
• M9
• M9A
• HI

• Top Client Advisor Privilege International Platinum Award 4th Quarter 2018
• Platinum Category Privilege International Fund Royale 2Q 2019
• Gold Category Privilege International Fund Royale 3Q 2019
• Gold Category Privilege International Fund Royale Recharged 4Q 2020

• Highly trained financial professionals through UOB Privilege Client Engagement Process to develop and growing our Privilege client relationships.
• To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high net worth clients in Privilege Banking segments.
• To provide customers with timely information, advice and recommendations to fit their requirements.
• Building and maintaining long-term relationships with clients.
• Active acquisition and prospecting of new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth target.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• Ensure superior customer service and contribute to the overall customer experience of Premier Banking.
• Reporting to Head of Business Development to achieve specific targets for new customer acquisitions & for revenue generate through effective cross selling technique.
• Develop and implement planning of acquiring new business in order to achieve given targets.
• Assess customer needs, identifying opportunities for marketing services offered by the company and making presentation to customers in order to marketing a company's products or services to prospective businesses and high-net-worth clients.
• Working with Offshore and International marketing teams, Travel to support Indonesian market.
• Performing administrative follow-ups to resolve customer problems.
• Building business-to-business partnerships with clients, among others.
• Develop and implement planning of sales activities in order to achieve given targets.
• Assess customer needs and make appropriate product recommendations.
• Assist customers in their financial planning.
• Plan and implement service strategies, capacity planning and sales management process to achieve service standards and goals.
• Monitor and assign responsibilities / resources to ensure adherence to policies, procedures and regulatory requirements related to investments.
• Maximize new and existing client solution-based opportunities.
• Maintain relationship with customers for continuous business relationship.