Geraldine Teo

• Working independently to maintain and enhance institutional client relationships in an all-encompassing manner.
• Provide outstanding level of client service by implementing strategic account plans and tailored solutions.
• Managed complex sales cycles, strategically navigating negotiations for mutually beneficial outcomes.
• Streamlined internal processes for improved efficiency in account management tasks.
• Worked with sales team to collaboratively reach targets such as assessing and completing RfPs, tenders, pitch presentations.

• Engage and work closely with industry participants to better understand local market trends and issues.
• Monitor global trends and developments in the industry and develop strategies to tap into areas of growth and opportunities
• Actively involved in formulating and implementing policies that will further the development of the industry
• Facilitate firms in setting up offices in Singapore.

• Assessment, preparation and submission of RfPs and tenders for SWFs, Pension Funds & Corporations.
• Collaborated with investment teams in preparation of pitch and review materials for clients and prospects.
• Participated in pitches and review sessions with clients.
• Conducted client take-on work such as KYC, due diligence, contract negotiations, operational liaisons, legal & compliance issues and invoicing.
• Client relationship management work such as performance reporting and any other client queries.

• Worked in the wholesale fund distribution team in business development and after-sales servicing to the UBS Wealth Management group as well as Third-Party Distributors.
• Conduct regular educational sessions, product pitches, and reviews with UBS Client Advisors as well as third-party distributors.
• Facilitate client take-on such as contract negotiation, operational flows and invoicing.
• Setting up internal processes, flows and procedures in the area of operations, compliances and audit within the team.
• Servicing and maintaining relationship with both internal clients (UBS Wealth Management) and third-party distributors in the region.

As a Product Manager in Home Loans, my main scope of work is to formulate and implement innovative programs to increase the bank's share of the market. Some of my duties include:

• Analyse interbank rates and design home loan packages that were competitive and profitable.
• Actively engage with strategic partners and channels to increase sign up rates.
• Involved in several projects in operational enhancements and credit processes