Julyana Aljunied
Executive Assistant
Summary
Proactive and solution-driven Executive Assistant with 10+ years’ experience supporting 4 C-level executives/shareholders, 10 advisers, and 1,000+ clients. Trusted for discretion and professionalism, with expertise in calendar management, compliance coordination, client liaison, and team training. Skilled at streamlining workflows and improving productivity, having implemented process improvements that increased efficiency by 50% and managed complex operations across 10+ financial products and 5+ service providers. Adept at anticipating needs, facilitating seamless executive support, and delivering measurable operational impact.
Overview
15
15
years of professional experience
6
6
Languages
Work History
Client Relationship Manager
Synergy Financial Advisers Ltd
07.2023 - 03.2024
- Cultivated and maintained strong working relationships with 350+ clients, one adviser, and multiple stakeholders through clear communication and active listening, ensuring trust and smooth coordination.
- Managed and resolved a high volume of client and adviser inquiries across more than 10 financial products and 5+ service providers, ensuring prompt solutions and operational continuity.
- Organized and maintained accurate records for 350+ clients, improving information accessibility and supporting compliance, reporting, and executive decision-making.
Relationship Manager
St James's Place Singapore
07.2019 - 02.2023
- Supported 4 advisers and 100+ clients by managing calendars, scheduling meetings, and ensuring seamless communication between advisers, clients, and compliance teams.
- Facilitated prompt resolution of client and adviser inquiries across 10+ financial products and 5+ service providers, streamlining processes and improving productivity by 10%.
- Maintained accurate client records and reports using Salesforce, enhancing data accessibility and supporting informed decision-making.
- Managed expense reporting and reimbursements via Concur, ensuring accuracy and timely processing.
- Acted as a liaison between advisers, clients, and compliance teams, coordinating cross-functional activities to enable seamless service delivery and proactive problem-solving
Team Manager
AAM Advisory Pte Ltd
07.2017 - 06.2019
- Supported 4 C-level executives/shareholders and 10 advisers, managing schedules, correspondence, and client interactions for 1,000+ clients.
- Led a team of 6 junior EAs, training them on pre- and post-sales documentation, mentoring them to adopt best practices, and increasing overall team efficiency by 50%.
- Acted as a liaison between compliance, executives, and clients, ensuring smooth communication and timely resolution of inquiries.
- Developed and implemented a Service Level Agreement within 2 months, standardizing operational processes and improving service consistency.
- Designed and deployed a new filing and document management system, streamlining workflows and reducing administrative bottlenecks.
- Maintained accurate client and adviser records using Salesforce & Google Shared Drive, enhancing data accessibility and supporting executive decision-making.
- Facilitated prompt resolution of client and adviser inquiries across 10+ financial products and 5+ service providers, improving productivity and operational continuity.
Personal Assistant to the Managing Director
AAM Advisory Pte Ltd
04.2014 - 07.2017
- Managed full calendar autonomy for the Managing Director/shareholder, coordinating both local and global appointments to optimize time management and client engagement.
- Handled communications with 350+ clients with AUM > GBP 1 million, liaising across 10+ service providers and financial products while ensuring compliance requirements were met.
- Streamlined interdepartmental communication, improving collaboration and information flow between advisers, compliance, and clients.
- Organized international travel arrangements, including itineraries, bookings, and logistics, ensuring smooth and efficient trips.
- Prepared meeting agendas and took detailed minutes, facilitating follow-up actions and informed decision-making.
- Managed expense reporting and reimbursements, maintaining accuracy and timeliness.
- Assisted in planning and coordinating client-related events, ensuring seamless execution and positive client experience.
Reporting Officer & Front Desk Management
AAM Advisory Pte Ltd
06.2009 - 03.2014
- Prepared and analyzed financial reports for 5+ advisers, providing actionable recommendations to support client presentations and decision-making.
- Managed front desk operations, including welcoming and assisting clients, handling inquiries, and ensuring a professional and efficient reception experience.
- Maintained office operations by overseeing supplies, pantry stock, and vendor services (janitorial, courier), ensuring smooth day-to-day functionality.
- Disseminated incoming and outgoing mail and communications, supporting timely internal and external correspondence.
- Ensured the cleanliness and organization of meeting rooms and office spaces, creating a welcoming environment for clients and staff.
- Coordinated with internal teams and advisers to streamline reporting workflows, improve collaboration, and maintain data accuracy.
- Conducted staff training on reporting tools and best practices, enhancing team efficiency and consistency in data handling.
Reporting Officer
PIAS
01.2009 - 05.2009
- Prepared and analyzed financial reports for 3+ advisers, supporting client presentations.
- Managed front desk operations, including welcoming and assisting clients, handling inquiries, and ensuring a professional and efficient reception experience.
- Maintained office operations by overseeing supplies, pantry stock, and vendor services (janitorial, courier), ensuring smooth day-to-day functionality.
- Disseminated incoming and outgoing mail and communications, supporting timely internal and external correspondence.
- Ensured the cleanliness and organization of meeting rooms and office spaces, creating a welcoming environment for clients and staff.
Education
Certificate of Technical Studies - Insurance
Singapore College of Insurance
Singapore 04.2001 -
Certificate - Insurance
Singapore College of Insurance
Singapore 04.2001 -
Certificate - Insurance
Singapore College of Insurance
Singapore 04.2001 -
High School Diploma -
CHIJ Katong Convent
Singapore 04.2001 -
Skills
- Calendar & Time Management (local and global scheduling for executives, advisers, and clients)
- Stakeholder & Client Liaison (executives, advisers, clients, compliance, service providers)
- Discretion & Confidentiality in handling sensitive information
- Workflow & Process Optimization (implemented improvements that boosted efficiency by 50%)
- Team Leadership & Training (mentoring and developing junior EAs)
- Compliance Coordination & Regulatory Support
- Travel & Expense Management (domestic/international travel; Concur expense reporting)
- Reporting & Data Management (Salesforce CRM – data entry, records, reports)
- Event & Meeting Coordination (agendas, minutes, client events)
- Problem-Solving & Proactive Executive Support
Timeline
Client Relationship Manager
Synergy Financial Advisers Ltd
07.2023 - 03.2024
Relationship Manager
St James's Place Singapore
07.2019 - 02.2023
Team Manager
AAM Advisory Pte Ltd
07.2017 - 06.2019
Personal Assistant to the Managing Director
AAM Advisory Pte Ltd
04.2014 - 07.2017
Reporting Officer & Front Desk Management
AAM Advisory Pte Ltd
06.2009 - 03.2014
Reporting Officer
PIAS
01.2009 - 05.2009
Certificate of Technical Studies - Insurance
Singapore College of Insurance
04.2001 -
Certificate - Insurance
Singapore College of Insurance
04.2001 -
Certificate - Insurance
Singapore College of Insurance
04.2001 -
High School Diploma -
CHIJ Katong Convent
04.2001 -
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