Helen Guan
Summary
Self-motivated individual with 15 years of private banking experience as a Client Relationship Officer.
Language - English, Mandarin and Cantonese
Professional qualifications - CACS Paper 1 and 2, M1b, M5
Overview
16
16
years of professional experience
Work History
Client Relationship Officer
Bank Pictet & Cie (Asia) Ltd
10.2015 - Current
- Assist a senior RM with a group of UHNW clients.
- Developed deep understanding of industry best practices to provide informed recommendations to clients seeking guidance in managing their finances.
- Enhanced client satisfaction by effectively resolving issues, ensuring smooth transactions, and maintaining clear communication.
- Review and assess client credit and investment performance.
- Liaise with colleagues from different departments across different jurisdictions for various issues, such as account opening, credit, investment mandates and payments etc.
- Attend relevant trainings and courses regularly to keep an update of my knowledge of bank products and new compliance rules implemented.
Marketing Associate
BNP Paribas Wealth Management
08.2009 - 09.2015
- Supported a senior RM with a group of UHNW clients - individuals, corporate and trust accounts..
- Handled daily transactions and trade input into the systems.
- Managed clients' cashflow (loans, SBLC, deposits, payments etc.) and handled trade settlements.
- Performed account opening and account periodic reviews (KYC and Credit).
- Ensured timely clearance of pending items and escalated deficiencies.
- Maintained high standard of ethics and conduct for sound banking operations and business success.
- Attend relevant trainings and course regularly to keep an update of my knowledge of bank products and new compliance rules implemented.
Client Service Associate
HSBC
04.2008 - 06.2009
- Assisted Personal Wealth Managers in administrative and operational issues
- Provided customer services to bank's walk in customers
- Ensured smooth operations in the banking hall
- Performed cash and stock reconciliations
- Attended relevant trainings and course regularly to keep an update of my knowledge of bank products and new compliance rules implemented.
Education
Bachelor Of Business (Economics & Finance) - Economics & Finance
RMIT University
Singapore03.2008
Skills
- Good interpersonal and communication skills
- Ability to work independently and responsible
- Good organizational skills and meticulous, with keen eye for detail
- Strong commitment and dedication
Timeline
Client Relationship Officer
Bank Pictet & Cie (Asia) Ltd
10.2015 - Current
Marketing Associate
BNP Paribas Wealth Management
08.2009 - 09.2015
Client Service Associate
HSBC
04.2008 - 06.2009
Bachelor Of Business (Economics & Finance) - Economics & Finance
RMIT University
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