ANNI
Summary
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.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Associate Director International Clients
Standard Chartered Bank ( Singapore ) Limited
07.2023 - Current
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/ exceeding sales targets to meet new business and customer acquisition goals
- To participate in marketing and promotional activities for customer acquisition.
- To source and call on individual prospects
- To provide quality, efficient after-sales
services - To manage anti-attrition and retention of clients
- To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- To solicit referrals from other parts of
SCB eg. RMs from C&l, staff, etc. - To comply with all applicable money laundering prevention procedures and in particular, report any suspicious. activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Client Advisor
United Overseas Bank Singapore
12.2016 - 06.2023
- Client Advisor Privilege Banking International Indonesia Team
Relationship Manager
OCBC Bank Singapore
09.2015 - 11.2016
- Relationship Manager Premier Banking Oshore Indonesia Team
Business Acquisition Manager
Standard Chartered Bank Singapore
02.2012 - 08.2015
- Business Acquisition Manager Priority and International Banking, Oshore Indo Team
Relationship Manager
Standard Chartered Bank
06.2010 - 12.2011
- Relationship Manager Priority Banking
Education
Bachelor of Engineering, Majoring in Architecture -
Universitas Tarumanagara
12.2002
Skills
- Computer proficiency
- Leadership experience
- Communication skills
- People skills
- Collaboration talent
- Problem-solving abilities
- Time Management
- Banking
- Business Strategy
- Financial Analysis
- Presentations
- Regulatory Requirements
- Sales Presentations
- Sales Target Management
- Service Standards
- Wealth Management Services
Certification
- M1B
- M5
- M6
- M6A
- M8
- M8A
- M9
- M9A
- HI
Languages
English
Mandarin
Link
http://linkedin.com/in/anni-anni-a5b78a13b
Honors And Awards
- 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
Roles And Responsibilities
- 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.
Personal Information
Title: Client Advisor
Timeline
Associate Director International Clients
Standard Chartered Bank ( Singapore ) Limited
07.2023 - Current
Client Advisor
United Overseas Bank Singapore
12.2016 - 06.2023
Relationship Manager
OCBC Bank Singapore
09.2015 - 11.2016
Business Acquisition Manager
Standard Chartered Bank Singapore
02.2012 - 08.2015
Relationship Manager
Standard Chartered Bank
06.2010 - 12.2011
Bachelor of Engineering, Majoring in Architecture -
Universitas Tarumanagara
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