JIE WEN

· Successfully acquired new clients with investable asset above SGD350K for Premier Banking North Asian Market, achieving average of 20-30 new accounts per month with funding rate more than 80%.

· Contributed to the growth of the Premier Private Client platform by consistently onboarding 1-2 fully funded new clients with AUM of SGD2m and above.

· Completed KYC for newly onboarded client with full write up of wealth journey from first pot of gold. Able to understand and articulate the wealth background of complex Chinese clients.

write promotional documents of Singapore EP Program and Singapore Entrepreneur pass program for PRC client

Assist client in the process of application of Singapore Pass, includes preparing KYC document and trading for interview.

Identify other needs of client. like bank account opening, setting up company, property investment, education for kids and insurance planning, and referring client to relevant specialist.

• · Founded SNAIL GO with other 6 investors. SNAIL GO is a local platform in Sichuan Province China for Key travel celebrities and their fans. The company is one of main traveler’s information exchange platform, and important marketing channel for business partner. The official partners of SNAIL GO includes National Tourist Board of Thailand, Malaysia, Australia, CA USA, Mauritius and Major airlines, Travelling agents and media.

· Travel around the world and blog on GYER.com by ID：apple非苹果have 800,000 follower.

· Earn advertisement fee from blogging, and appearance fee as invited guest on TV show, radio station program and commercial activities.

· Provided high level executive support to the China Reginal GM , including managing daily schedules, coordinating internal and external meetings, and ensuring smooth communication between the China the China Office and Global headquarter.

· Acted as key liaison between senior management, government authorities and business partner. Supported CEO in client relationship management, and key stakeholder engagement.

Acquire new clients through channel of banks.

Helped clients fulfill their financial planning and also handle service request