Julyana Aljunied
Client Relationship Manager / Personal Assistant
Summary
Experienced financial services professional with 10+ years’ progressive experience across para planning, executive support, team management, and relationship management. Proven ability to support C-suite executives, lead teams, and manage operations for 10+ advisers and 1,000+ clients. Strong expertise in compliance, KYC, AML, and office operations. Highly organized, discreet, and solutions-focused—adept at driving efficiency and maintaining regulatory standards.
Overview
15
15
years of professional experience
5
5
years of post-secondary education
5
5
Languages
Work History
Client Relationship Manager
Synergy Financial Advisers Pte Ltd
07.2023 - 03.2024
- Improved time management of the executive through effective prioritization and organization of tasks.
- Served as first point of contact for more than 1 incoming visitors ensuring prompt responses or directing inquiries appropriately.
- Maintained detailed records of client interactions to ensure accurate account management.
- Developed strong client rapport through consistent follow-up and meticulous attention to detail.
- Facilitated smooth onboarding experiences by guiding new clients through product setup and training.
Relationship Manager
St James's Place Singapore
07.2019 - 02.2023
- Acted as the first point of contact for 10+ daily office visitors and managed over 10 phone calls per day, including 5+ from clients and 5+ to service vendors.
- Built and maintained strong client relationships to drive trust, satisfaction, and long-term engagement
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Managed a variety of administrative tasks such as preparing reports, maintaining accurate records, and updating client profiles, streamlining workflow processes within the team.
- Responded to customer inquiries and resolved complaints efficiently, fostering long-term loyalty.
Team Manager
AAM Advisory
06.2009 - 06.2019
- Enhanced team productivity by implementing efficient task delegation and time management strategies.
- Developed a high-performing team of 6 by recruiting top talent, providing ongoing training, and fostering a positive work environment.
- Ensured compliance with company policies as well as industry regulations through diligent oversight of daily operations and staff adherence to guidelines.
- Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.
- Boosted employee satisfaction through regular performance reviews, constructive feedback, and personal development plans.
Personal Assistant to the Managing Director
AAM Advisory
06.2009 - 06.2019
- Maintained appropriate filing of personal and professional documentation.
- Managed 100+ emails daily across client inquiries, service vendors, and internal operations; handled 20+ phone calls per day to ensure smooth communication and efficient business workflows.
- Managed travel arrangements including flights, accommodations, and itineraries for smooth business trips.
- Enhanced client satisfaction, meticulously arranged client meetings and followed up on action items.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
Reporting Officer & Front Desk
AAM Advisory
06.2009 - 06.2019
- Developed comprehensive documentation to support seamless knowledge transfer within the organization regarding best practices in reporting processes.
- Managed sensitive information with discretion, maintaining strict compliance with organizational policies governing data privacy.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Delivered outstanding first impressions by warmly greeting visitors upon arrival at the front desk.
- Enhanced customer satisfaction by providing efficient and professional front desk services.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Managed 30 incoming calls and 50+ emails daily across internal office logistics and service vendors.
Reporting Officer
Professional Investment Advisory Services
01.2009 - 06.2009
- Managed sensitive information with discretion, maintaining strict compliance with organizational policies governing data privacy.
- Gathered, organized and input information into digital database.
- Collected, arranged, and input information into database system.
- Ensured timely delivery of more than 10 accurate reports by prioritizing tasks and managing deadlines effectively.
Education
Certificate - Insurance
Singapore College of Insurance
Singapore 02.2005 - 02.2005
Certificate - Insurance
Singapore College of Insurance
Singapore 01.2004 - 01.2004
Certificate - Insurance
Singapore College of Insurance
Singapore 04.2002 - 04.2002
High School Diploma -
CHIJ Katong Convent Secondary
Singapore 01.1993 - 12.1997
Skills
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Client Relationship Manager
Synergy Financial Advisers Pte Ltd
07.2023 - 03.2024
Relationship Manager
St James's Place Singapore
07.2019 - 02.2023
Team Manager
AAM Advisory
06.2009 - 06.2019
Personal Assistant to the Managing Director
AAM Advisory
06.2009 - 06.2019
Reporting Officer & Front Desk
AAM Advisory
06.2009 - 06.2019
Reporting Officer
Professional Investment Advisory Services
01.2009 - 06.2009
Certificate - Insurance
Singapore College of Insurance
02.2005 - 02.2005
Certificate - Insurance
Singapore College of Insurance
01.2004 - 01.2004
Certificate - Insurance
Singapore College of Insurance
04.2002 - 04.2002
High School Diploma -
CHIJ Katong Convent Secondary
01.1993 - 12.1997
Languages
English
Malay
Chinese (Mandarin)
Indonesian
Hindi
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