JINXIN LI

My key customer segments are wholesale trading, logistics, and shipping, with a strong focus on Chinese clients (90%). I collaborate extensively with CSPs across Singapore, Hong Kong, China, and Taiwan. I am responsible for cross-border initiatives project involving China, Taiwan, and Hong Kong DBS, facilitating internal referrals and supporting Chinese customers looking to build their business presence in Singapore.

Acting as the primary point of contact to understand their business needs and provide tailored banking and financial solutions. This involves collaborating with internal product groups to deliver a wide range of services, including cross-sell various banking and financial products. Ability to build rapport, negotiate effectively, and communicate clearly with clients and internal teams.

I provides professional financial planning advice to help customers manage their finances, including savings, protection, and investments, to achieve financial health. 80% of the customer are Chinese customers. Building relationship and looking for their wealth demand

Responsible for comprehensive data collection and extraction, with a strong focus on gathering crucial marketing and customer information. This involves meticulously recording key insights to cultivate and sustain long-term, stable cooperative relationships with clients. Additionally, actively contribute to the design optimization programs and enhance marketing efforts within group projects