Jane Phang
Summary
Experienced with building and sustaining strong client relationships. Utilizes effective communication and problem-solving skills to address client needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management.
Overview
13
13
years of professional experience
Work History
Priority Private Relationship Manager (AD)
Standard Chartered Bank
08.2024 - Current
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Negotiated and closed complex deals with key clients, securing significant revenue streams.
- Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
- Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
Senior Premier Relationship Manager (AVP)
OCBC Bank
08.2022 - 08.2024
- Conducted regular portfolio reviews with clients to assess progress towards their financial goals, recommending adjustments as needed.
- Collaborated with internal partners to generate cross-selling opportunities, maximizing revenue for the bank.
- Provided comprehensive support during investment planning processes, resulting in well-informed decision making by clients.
- Effectively communicated complex financial concepts in clear language that enabled clients to make informed decisions about their investments.
- Successfully managed risk exposure in client portfolios through prudent investment recommendations based on thorough research and analysis.
Citigold Relationship Manager
Citibank Singapore
02.2020 - 07.2022
- Establish clients' financial goals, develop wealth management strategies to plan for clients according to their different financial needs and objectives.
- To conduct regular meetings with existing and potential customers to assess their banking needs.
- To cross sell and advised clients on portfolio allocation and various investment types, including structured notes, leveraged portfolio, treasury services , mutual funds and insurance products.
- Increase size and quality of customer portfolio by providing financial services and offering product solutions tailored to client’s needs in accordance with company prescribed standards and industry regulatory requirements.
- Develop and strengthen long-term relationships with customers by providing excellent customer service.
Financial Advisor
AIA Singapore
01.2019 - 02.2020
- Personally meet with clients to assess their financial situation in order to present financial plans that includes both short and long-term financial goals.
- Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments.
- Reaching out to prospective clients and building strong customer base through roadshows and events held by company.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
Banking Sales Officer
Citibank Singapore
06.2015 - 07.2016
- Promote and Up-sell Banking products (Credit Cards & Personal Loan) & Services.
- Acquire and maintain new & existing customers.
- Follow-up with customer on requirements
- Handle general enquires
- Assist customers with their application status
- Other ad-hoc duties
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution
Recruitment Consultant /HR Executive
Adecco Personnel Pte Ltd
01.2012 - 06.2015
- Perform administrative support to branches.
- Keep track and updates of timesheets and leaves’ records of payroll contracts associates.
- Liaises with insurance’s brokers regarding contractors’ insurances, medical cards and claims.
- Assist to draft out contracts for contractors and clients (employment contract, service agreement, statement of work, quotations, addendum letters).
- Assist to apply Employment Pass, S Pass for contractors.
- Keep track of on-boarders and off-boarders of contractors.
- Assist to source for candidates (ad-hoc).
- Updates and track of pay-bill reports and ageing reports.
- Assist to do reference checks for clients.
- Upload n update documents of associates in in-house job portal n systems.
- Managing correspondence between sales team and their clients.
- Providing data and reports to help sales team.
- Answering of phone calls.
- Photocopying, filing, photocopying, arranging of courier services, ordering of stationeries.
- Any other ad hoc admin duties.
Education
BBA - Business
University College Dublin
Singapore04.2023
Certificates - M1B, M8, M8A, M6, M6A, M5, M9, M9A, HI
Capital Markets And Financial Advisory Services
Singapore02.2020
High School Diploma -
HCS Academy
Singapore10.2018
Timeline
Priority Private Relationship Manager (AD)
Standard Chartered Bank
08.2024 - Current
Senior Premier Relationship Manager (AVP)
OCBC Bank
08.2022 - 08.2024
Citigold Relationship Manager
Citibank Singapore
02.2020 - 07.2022
Financial Advisor
AIA Singapore
01.2019 - 02.2020
Banking Sales Officer
Citibank Singapore
06.2015 - 07.2016
Recruitment Consultant /HR Executive
Adecco Personnel Pte Ltd
01.2012 - 06.2015
BBA - Business
University College Dublin
Certificates - M1B, M8, M8A, M6, M6A, M5, M9, M9A, HI
Capital Markets And Financial Advisory Services
High School Diploma -
HCS Academy
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