Caroline Loh
Singapore
Summary
Dedicated and results-driven professional with over 17 years of experience in financial services. Proven track record of building and maintaining strong client relationships, driving revenue growth, and delivering exceptional service. Eager to contribute to the company's success by leveraging expertise in relationship management and financial analysis. Able to converse in both English and Mandarin.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Client Account Manager
UBS AG
01.2025 - Current
- Delivered exceptional client service to support Client Advisors in Southeast Asia.
- Handled account queries, stock transactions, and payment processing as initial contact point.
- Resolved client inquiries efficiently, fostering trust and enhancing satisfaction.
- Managed diaries and scheduled client meetings to improve operational efficiency.
Senior Assistant Relationship Manager-NRI Market
Citibank Singapore Limited
Singapore
09.2022 - 12.2024
- Directed and assessed team of 4 personnel, managing disciplinary procedures and performance evaluations.
- Coordinated work assignments to optimize productivity and team efficiency.
- Conducted individual and group conferences to strengthen problem-solving and client interaction skills.
- Delivered exceptional customer service while facilitating new account openings and maintaining operational documentation.
- Received Excellence Service Award (EXSA) STAR Award in 2022 and 2023 for outstanding performance.
Assistant Relationship Manager-Indonesia Market
Citibank Singapore Limited
Singapore
04.2011 - 09.2022
- Cultivated relationships with high-net-worth clients, addressing financial needs and objectives.
- Collaborated with internal teams to facilitate seamless client onboarding and resolve inquiries.
- Achieved multiple Excellence Service Awards for delivering exceptional service.
- Earned Bronze Gratitude Award in Q2 2018 and Gold Award in 2019 for customer satisfaction.
- Received Arc Award in Q3 2012, Q3 2013, and Q1 2014 for outstanding support.
Processing Officer
Citibank Singapore Limited
Singapore
03.2008 - 03.2011
- Executed operational, accounting, and compliance tasks to support branch functions.
- Facilitated branch inquiries and service efforts through customer relationship management system.
- Contributed to successful project implementation by participating in User Acceptance Testing for Project Rainbow.
Education
Bachelor - Business Management
Singapore Institute of Management – RMIT
Singapore12.2007
Skills
- Leadership and team management
- Client relationship management
- Customer service excellence
- Communication and interpersonal skills
- Attention to detail
- Problem-solving and decision-making
Websites
Certification
CACS Paper 1 and 2, The Institute of Banking & Finance (Mar 2024)
Languages
English, Mandarin
References
References available upon request
Timeline
Client Account Manager
UBS AG
01.2025 - Current
Senior Assistant Relationship Manager-NRI Market
Citibank Singapore Limited
09.2022 - 12.2024
Assistant Relationship Manager-Indonesia Market
Citibank Singapore Limited
04.2011 - 09.2022
Processing Officer
Citibank Singapore Limited
03.2008 - 03.2011
Bachelor - Business Management
Singapore Institute of Management – RMIT
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