Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jil Chin

Summary

Adept leader with 22 years of experience in Wealth and Personal Banking. Demonstrated competencies in leading large frontline platforms in sales, service, staff resourcing and acquisition teams as a Wealth Management and Direct Sales Head. Working with onshore and offshore businesses to lead collaborative cross-unit transformation projects such as model portfolio strategies and growth initiatives to provide optimal value in client-engagements and create future sustainable success in the wealth space. Experienced in managing local and foreign-domiciled HNW individuals. A highly motivated and energetic leader with an established track record in delivering ambitious business growth, building strong teams and achieving the organization's goals with passion.

Overview

22
22
years of professional experience

Work History

Sales Head-Citigold Private Client & Citigold, SVP

Wealth Management, Citibank Singapore Ltd
09.2021 - Current
  • Develop high-performance teams through directional guidance, implementing innovative strategies with best-practices that promote the cross-pollination of ideas and foster strong team engagements.
  • Increased Sales Revenue of AUM by +17% versus plan and +103% versus prior year. Achieved Top CG Zone.
  • Increased Net New Investment Assets by +352% versus plan and +208% versus prior year. Achieved highest incremental investment growth rate across Onshore and Offshore.
  • Collaborated with product teams and other stakeholders for continuous improvement of offerings - optimized results and required action plans using data analytics.
  • Streamlined RM sales engagement process and client engagement model to enable uniformity in approach, enhanced efficiency and productivity.
  • Proactive and sharp management of AML and operational risks with a strong understanding of governance requirements.


Key Achievements:

  • Q1'24 and Q2'24 Net New Investment Asset - Top Zone in Asia South (Onshore and Offshore) at 391% and 356%.
  • 1H2024 Overall Sales Revenue - Top CG Zone. Delivered SGD 19 million at 117%.
  • 1H2024 Bancassurance Gateway to Greatness Seoul - Top Zone in Asia South (Onshore and Offshore). Delivered SGD 4 million at 109%.
  • FY2023 Overall Sales Revenue - Top CPC and CG Zone. Delivered SGD 51 million at 94%.
  • FY2023 and 1H2023 Bancassurance Gateway to Greatness Prague and Vietnam - Top CPC and CG Zone.
  • 2023 Citi-AIA Academy Training - Performance nominated.

Head of Direct Sales & Sales Resources, SVP

Cards and Personal Loans, Citibank Singapore Ltd
09.2018 - 08.2021
  • Enhanced direct sales performance by implementing tailored strategies including resource optimization, partnership reviews, streamlining workflows and sales process digitization.
  • Evaluated performance frequently using key metrics such as call volume, active deployment, conversion rates and different propensity models to yield improved productivity.
  • Analyzed market trends using data-driven insights, competitor activities and customer usage in sales strategy implementations.
  • Transformation of 150-staff sales platform from physical channel to call-center based model during Covid pandemic across telesales, operations, mortgage and retail deployment.


Key Achievements:

  • 2019 YOY growth for all 3 KPIs - Cards, Loans and CASA-funded increased by +8%, +37% and +43% respectively.
  • Achieved 2019 Cards acquisition goals in Direct Sales for first time since 2014.
  • Lead for Mobile Banking Journey Optimization across business units.

Banking Manager, VP 2015-2018 & AVP 2011-2015

Wealth Management, Citibank Singapore Ltd
06.2011 - 08.2018
  • Doubled revenue in 2 Citigold teams to a million-dollar production monthly (Paragon and Parkway Parade branches) by promoting culture of winning through hands-on staff coaching, motivating for self-improvement and excelling through team collaboration.
  • Improved team productivity by implementing streamlined processes for daily banking operations across sales and service staff.
  • Hosted events regularly for client-engagement seminars to build the wealth business.
  • Strengthened compliance with no-fail audits. Adherence to regulatory and bank policies.


Key Achievements:

  • 3-time Regional Chairman Council winner - 2014, 2015 and 2017.
  • 4-time Citi Achievers' Club winner - 2014-2017.
  • Built 2 strongest flagship branches with sustained monthly Million Dollar Revenue production on Citigold platform.

CPC Relationship Manager, Associate Director

Wealth Management, Citibank Singapore Ltd
06.2007 - 05.2011
  • CPC portfolio comprised heavily (40-50%) of Offshore clients from Malaysia, Indonesia, Hong Kong, China and Mauritius given language proficiency in Malay, Cantonese and Mandarin. Designated RM for CPC teams on ROE client-advisory.
  • Cultivated strong, lasting client relationships and help build robust portfolios in investments, protection and treasury to address evolving financial needs of clients and their families.
  • Leveraged professional networks and industry knowledge to grow new accounts through high-impact wealth management presentations.
  • Achieved set business goals with adherence to controls and compliance requirements.


Key Achievement:

  • CG Select (CPC) Award Top 10 - 2006 & 2007.

CG Relationship Manager

Citibank Singapore Ltd
01.2005 - 05.2007

Personal Banker

Citibank Singapore Ltd
05.2003 - 12.2004

Tele-Marketing Executive

Standard Chartered Bank Singapore
06.2002 - 04.2003

Education

Aresty Institute of Executive Education

The Wharton School, University of Pennsylvania
Philidelphia, USA
05.2018

Bachelor of Science - Statistics

National University of Singapore
Singapore
05.2002

Skills

  • Transformational Leadership
  • Sales Management
  • Strategic Planning and Execution
  • Project Management
  • Talent Development
  • Direct Sales and Acquisitions

Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Chinese (Cantonese)
Advanced (C1)
Malay
Upper intermediate (B2)

Timeline

Sales Head-Citigold Private Client & Citigold, SVP

Wealth Management, Citibank Singapore Ltd
09.2021 - Current

Head of Direct Sales & Sales Resources, SVP

Cards and Personal Loans, Citibank Singapore Ltd
09.2018 - 08.2021

Banking Manager, VP 2015-2018 & AVP 2011-2015

Wealth Management, Citibank Singapore Ltd
06.2011 - 08.2018

CPC Relationship Manager, Associate Director

Wealth Management, Citibank Singapore Ltd
06.2007 - 05.2011

CG Relationship Manager

Citibank Singapore Ltd
01.2005 - 05.2007

Personal Banker

Citibank Singapore Ltd
05.2003 - 12.2004

Tele-Marketing Executive

Standard Chartered Bank Singapore
06.2002 - 04.2003

Aresty Institute of Executive Education

The Wharton School, University of Pennsylvania

Bachelor of Science - Statistics

National University of Singapore
Jil Chin