陈冠旗 Chen Guan Qi
Summary
Meticulous individual with strong adaptability and constantly looks to contribute for growth and advancement. Motivated with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs.
Overview
3
3
years of professional experience
Work History
Business Development Executive
FirstCom Academy
04.2024 - 04.2024
- Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Increased client base by identifying and pursuing new business opportunities through market research and networking.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Provided exceptional customer service by promptly addressing client concerns and resolving issues as they arose.
- Developed customized solutions for clients, addressing their unique needs and helping them achieve their goals.
Wealth Planning Manager
DBS Bank
05.2023 - 11.2023
- Identified potential clients through networking events, referrals, and industry research.
- Developed comprehensive financial plans, addressing tax minimization, estate planning, and investment strategies.
- Assisted families in creating succession plans that minimize taxes and preserve generational wealth transfer.
- Increased client satisfaction by developing tailored wealth planning strategies for high-net-worth individuals and families.
- Conducted in-depth market analysis for informed investment recommendations to clients.
- Provided ongoing education to clients regarding various financial topics for increased financial literacy.
- Strengthened relationships with clients through regular communication, updates, and personalized service.
- Ensured compliance with regulatory requirements while maintaining strict confidentiality of client information.
Trainee
DBS Bank
08.2021 - 02.2022
- Learned new materials, processes, and programs quickly.
- Shadowed senior team members to learn all related jobs and tasks.
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
- Attended training courses to build understanding of processes, techniques, and industry.
- Supported departmental tasks to increase understanding of industry processes.
- Performed administrative functions, answering phones and filing paperwork in support of department.
- Interacted with customers under supervision to support operational objectives.
- Handled day-to-day customer or client questions via telephone or email.
- Supported KYC processes for prospective and existing customers.
- Performed quality assurance checks on completed customer files, ensuring accuracy and completeness before submission for review or approval.
- Prepared high-risk reviews with results and recommendations for customer onboarding, closure and retention.
- Researched and interpreted corporate documentation to determine business and ownership structure.
- Identified potential risks and red flags through comprehensive customer risk assessments, mitigating potential financial losses.
- Reduced the risk of money laundering and terrorist financing by implementing robust KYC policies and procedures.
Education
Bachelor in Traditional Chinese Medicine -
Guangzhou University of Chinese Medicine
Guangzhou, China2021
High School Diploma -
Singapore College of Traditional Chinese Medicine
Singapore2021
Level 3 Diploma in Holistic Massage -
ITEC (UK)
01.2017
GCE A Levels -
Tampines Junior College
Singapore2011
GCE O Levels -
Serangoon Secondary School
Singapore2009
Skills
- Sales and Marketing
- Customer Relationship Management
- Negotiations
- Excellent listening skills
- Relationship building and rapport
- Business Intelligence and Analysis
- Fluent in Mandarin, English
- Customer Service
- Decision-Making
- Customer Satisfaction
- Relationship Building
Language Proficiency, Skills And Other Certifications
English, Mandarin, Shanghai Dialect, HSK 优秀水平.
Microsoft Words, Excel, Powerpoint, Outlook.
School College of Insurance- M5, M8, M9, M9A, Health Insurance, General insurance
Personal Information
- Age: 32
- Ethnicity: Chinese
- Date of Birth: 06/21/92
- Nationality: Singaporean
- Marital Status: Single
Timeline
Business Development Executive
FirstCom Academy
04.2024 - 04.2024
Wealth Planning Manager
DBS Bank
05.2023 - 11.2023
Trainee
DBS Bank
08.2021 - 02.2022
Bachelor in Traditional Chinese Medicine -
Guangzhou University of Chinese Medicine
High School Diploma -
Singapore College of Traditional Chinese Medicine
Level 3 Diploma in Holistic Massage -
ITEC (UK)
GCE A Levels -
Tampines Junior College
GCE O Levels -
Serangoon Secondary School
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