Kelly Yun Lin Lim

Operations (Anti-Money Laundering) / Nov 2018 to Current

Key Functions:

• Contact customers to confirm with them on the transactions performed in their accounts;
• Perform reviews on customers' accounts and ensuring that the accounts' conduct are aligned with the guidelines provided by MAS;
• Update of standard operating procedure to ensure the delivery of seamless transitions while maintaining excellent customer service levels.

Preferred banking (Assistant Relationship Manager) / Jun 2016 to Oct 2018

Key Functions:

• Assist relationship managers with sales document submissions;
• Performing banking transactions for customers and assisting customers with their queries on their banking needs;
• Ensure the delivery of seamless transitions when processing transactions while maintaining excellent customer service levels.

Key Functions:

• Counseled clients to help understand and overcome personal, social and behavioral problems;
• Conducted client consultations and collaborated with other agency professionals to discuss courses of treatment;
• Performed 100 hours of supervised individual counseling sessions;
• Applied variety of psychological methods and techniques in screening, assessment and evaluation of clients;
• Participated actively in supervision sessions to continuously enhance professional knowledge and counseling skills.

Financial Advisor

Finexis Advisory Pte Ltd / Jan 2016 to May 2016

AIA Singapore / Jun 2015 to Dec 2015

Key Functions:

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios;
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs;
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts;
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals;
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Assistant Private Banker

ABN Amro Bank NV / Sep 2014 - Jan 2015

Key Functions:

• Assist customers with their banking transactions and other banking needs;
• Performing customers trading orders (sg. buy/sell equities, forex);
• Monitoring clients’ accounts and ensure sufficient funds/collaterals for their investments;
• Assist with onboarding of customers and submission of sales and credit facilities document.

Assistant Relationship Manager

DBS Treasures / Nov 2006 to Aug 2010

DBS Private Banking / Sep 2010 to Sep 2014

DBS Nov 2006 - Sep 2014

Key Functions:

• Assist customers with their banking transactions and other banking needs;
• Performing customers trading orders (sg. buy/sell equities, forex);
• Monitoring clients’ accounts and ensure sufficient funds/collaterals for their investments;
• Assist with onboarding of customers and submission of sales and credit facilities document.

Additional Functions in Private Banking:

• Projects and process improvement, including new initiatives;
• Training of staff on new processes and procedures.