Delphine Pung
Summary
Highly adaptable Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker and consensus builder.
Proven leader in enhancing team performance and client satisfaction, adept in Operations Management and Coaching. Spearheaded initiatives that significantly improved productivity and fostered strong stakeholder relationships.
Excelled in client relationship building, financial advisory & investment strategies, demonstrating exceptional analytical thinking and problem-solving skills, achieving notable growth in client portfolios.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Team Lead
Singapore Life Ltd
10.2022 - Current
- Trained new team members by relaying information on company procedures and safety requirements.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Coached team members in techniques necessary to complete job tasks.
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
- Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Improved team productivity by implementing efficient project management strategies and streamlining communication channels.
- Developed monthly and daily production output plans to deliver on customer service and financial metrics.
- Developed and maintained effective relationships with key stakeholders to better understand their needs and expectations.
- Conduct Hands-on one to one coaching session and Joint-Field Appointments
Snr. Client Acquisition Manager - Priority Private
Citibank
06.2021 - 09.2022
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Proactive approach to client acquisition and relationship management, with a strong focus on understanding and fulfilling the unique financial needs of high net worth individuals who are new to banking.
- Build and maintain strong relationships with clients to foster loyalty and trust.
- Identify cross-selling and upselling opportunities for banking products and services.
- Working closely with various functions like Relationship Managers (RMs), Business Development Managers (BDMs), and other stakeholders crucial for developing effective strategic business solutions that meet the needs of our clients.
Priority Banking Relationship Manager
Standard Chartered Bank
04.2020 - 06.2021
- Developed and maintained strong relationships with high-net-worth clients, leading to long-term loyalty and trust.
- Increased assets under management by identifying opportunities for portfolio growth through targeted investments.
- Collaborated with cross-functional teams to develop tailored financial products for priority clients.
- Collaborated closely with product specialists to ensure full understanding of the bank''s offerings for effective sales pitches to prospective clients.
- Consistently exceeded sales targets through proactive prospecting efforts and strong relationship-building skills.
- Handled escalated client complaints with tactfulness and diplomacy, resolving issues promptly while preserving client relationships.
- Monitored economic trends and market conditions, adjusting client portfolios accordingly for optimal performance.
- Negotiated favorable terms on loans and credit facilities for priority clients, supporting their business growth objectives.
Financial Advisor
Manulife FA
06.2016 - 04.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Delivered strategic investment advice for individual and corporate clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Head of the Department
Gifted & Talented Kids Academy
02.2015 - 06.2016
- Established key performance indicators and monitored progress towards meeting departmental objectives consistently.
- Facilitated knowledge sharing among staff members through regular training sessions on best practices relevant to their roles within the organization.
- Led the Public Relations department, overseeing strategic communication initiatives and media relations.
- Managed internal and external communications to enhance brand reputation and stakeholder engagement.
- Developed and implemented PR campaigns that effectively promoted the organization's mission and programs.
- Designed a comprehensive curriculum for a Public Speaking Program aimed at children.
- Focused on developing presentation skills crucial for Gifted Education Program (GEP) and Direct School Admission (DSA) administration.
- Incorporated innovative teaching methods and assessment tools to enhance learning outcomes.
- Worked closely with various departments (such as academic, admissions, and marketing) to align the Public Speaking Program with student acquisition Key Performance Indicators (KPIs).
- Ensured that program goals aligned with organizational objectives, contributing to overall student recruitment and retention efforts.
Education
Bachelor of Arts - Communications & Media Management
University of South Australia
Australia2010
Skills
- Coaching and Mentoring
- Performance monitoring
- Performance Improvement
- Schedule Management
- Operations Management
- Employee Evaluation
- Key Performance Indicators
- Influencing skills
- Talent Acquisition - Onboarding and Orientation
- Stakeholder Management
- Problem-Solving
- Staff Training
- People Management
- Analytical Thinking
- Conflict Resolution
- Coaching
- Presentation Skills
- Event planning
- Financial Advisory
- Investment Advisory
- Estate Planning
- Business Succession Planning
Accomplishments
-Team Lead-
I hired and trained a full team of 8 Relationship Consultants within 6 months.
1 Relationship Consultant achieved Top 3 Rookie in 1st qtr of production
Collaborated with different stakeholders to conduct channel-wide training programs
Collaborated across functions to organize successful client events with min of 100 guest turn-out
-Acquisition Manager-
I consistently achieved KPI of acquiring HNW clients with $1.5mil Asset Under Management.
Total Acquisition of $15million New-to-bank clients in 1 qtr.
-Financial Consultant-
Achieved Titan's Club status within the first 2 years.
Recruited 3 new team members with 1 achieving COT status within 3 years
Affiliations
- IfPAS Member
Certification
M5,M9A,M9,M6,M1B,M8.M8A,HI,PGI,BCP
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Team Lead
Singapore Life Ltd
10.2022 - Current
Snr. Client Acquisition Manager - Priority Private
Citibank
06.2021 - 09.2022
Priority Banking Relationship Manager
Standard Chartered Bank
04.2020 - 06.2021
Financial Advisor
Manulife FA
06.2016 - 04.2020
Head of the Department
Gifted & Talented Kids Academy
02.2015 - 06.2016
Bachelor of Arts - Communications & Media Management
University of South Australia
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