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
Relationship management
Salesforce expertise
Client communication
Schedule coordination
Time management
Administrative support
Office organization
Front office operations
Calendar management
AML compliance
Due diligence
Document verification
Data privacy
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