Summary
Overview
Work History
Education
Skills
Activities
It And Languages Skills
Others
Timeline
Generic

Khloe Chua XimAn

Summary

A coordinated individual who is well-organized and believe strongly in team-building and communication skills and willing to put my academic knowledge into good use in gaining more challenging and real opportunities.

Overview

18
18
years of professional experience

Work History

Client Acquisition Manager

Citibank Singapore Pte Ltd
12.2022 - Current
  • Be the first touch point for the bank’s new clients
  • Sourcing for affluent clients
  • Source and generate new leads through marketing calls, networking events and partnerships with external stakeholders
  • Provide good customer service to clients by understanding their needs and directing them to the respective relevant department
  • Share about the bank’s products and offerings and evoke their interest in the banking products
  • Provide accurate information regarding the benefits and privileges that the client will enjoy as a customer of the bank
  • Comply with all regulations and controls as set by the Bank and external regulatory authorities skills and experience required
  • Award: Best rookie award
  • Good sales track records.

Executive

D’magnifique Ptd Ltd( Huggs Coffee Pte Ltd)
12.2018 - 03.2022
  • Managing a group of staffs, calculation of their pay
  • Assisting in HR matters and hiring
  • Liaising with business partners for collaborations, and negotiating with vendors and suppliers
  • Managing administrative tasks, i.e
  • Applying for work pass, applying for any required café license, payroll
  • Simple book-keeping and accounting job
  • Track the usage of budget
  • Ensure processing of claims and any financial matters are in compliance
  • Ensure proper documentation of all financial records
  • Perform data entry, Maintain proper filing system, including data management and file sharing
  • Daily input of accounting of sales
  • Handle all private and confidential matters of Company and Director and keeping proper records of confidential documents
  • Procurement of necessary items required for the daily BAU
  • Organizing events, necessary to boost sales
  • Attending to ad hoc catering events
  • Applying for numerous Singapore grants
  • Oversee the maintenance of facilities and equipment to ensure the smooth operation
  • Taking minutes during meeting
  • Preparing PowerPoint presentations for meeting with external vendors
  • Attend to visitors of all levels
  • Attending to higher management of family matters.

Financial Adviser

Manulife Singapore Pte Ltd
12.2018 - 03.2022
  • Establish, develop and maintain strong working relationships with all existing clients
  • Perform and research to identify and pursue new potential clients and opportunities
  • Conduct sales presentations and proposals to develop creative solutions for clients
  • Ensure customer satisfaction and bring in repeated businesses
  • To perform and present interesting ideas and solutions to customer to help them grow their financial portfolio
  • Providing concierge services
  • Providing mortgage advices to existing and new clients.

Business Development Executive - SME Loan Specialist

United Overseas Bank
08.2017 - 05.2018
  • Establish, develop and maintain strong working relationships with all existing clients
  • Perform research to identify and pursue new potential clients and opportunities
  • Conduct sales presentations and proposals to develop creative solutions for clients
  • Ensure customer satisfaction and bring in repeated businesses
  • To perform and present interesting ideas and solutions to customer to help them to grow their business
  • Assist clients with their problems with the accounts
  • Administrative work, i.e filling up of forms for clients for application of certain facilities
  • Reading into clients’ financials and providing solutions to clients
  • Liaising with business partners and clients
  • Taking minutes during meeting
  • Providing mortgage advices to existing and new clients, both business and personal industry.

PA/Admin Executive

Mark Tech Engineering and Supplies
08.2016 - 08.2017
  • Provide full spectrum of secretarial and administrative support to Senior Management
  • Handle all private and confidential matters of Company and Director
  • Maintain proper filing system, including data management and file sharing
  • Assist in incoming calls, answering queries and redirecting calls when necessary
  • Attend to visitors of all levels
  • Attending to management of family matters will be advantageous
  • Plan and coordinate all international and domestic travel arrangements including airline, hotel, transportation, visas, travel itinerary etc
  • Taking minutes during meeting.

Senior Personal Banker

United Overseas Bank
08.2013 - 07.2016
  • Took on the role as a personal banker associate from August 2013 and got promoted to personal banker on February 2014 and senior personal banker on May 2015
  • Awarded with the rotary award of 100 k ape as a personal banker in 2015
  • Achieve an average of 100% of target monthly
  • Understand different client segments and lifestyles, therefore developing deep insights and provide holistic financial advisory to my clients to meet their financial objective
  • Understand client’s needs and provide them with market updates, timely information, advice and recommendations to fit their banking requirements
  • Deeping relationship with new and existing clients and have a wide base of customer over the period of 2 years
  • Provide tailored financial solutions to meet client’s financial planning needs
  • Apply diligence and integrity to ensure that proper advisory procedures and meticulous documentation in compliance with bank’s internal policies, business processes and regulatory requirements
  • Utilize a combination of bank’s branch network, tele-consulting and referrals to meet and exceed sales target
  • Daily administrative work necessary
  • Liasing with business partners and clients
  • Taking minutes during meeting
  • Providing mortgage advices to existing and new clients
  • Awards: Rotary Club.

Brokerage Bank Officer under equity and investment Unit Department

CITIBANK
05.2012 - 02.2013
  • Conduct in-depth background checks and screening of trading clients
  • Investigate the alerts arising from the screenings of the trading clients and prospects and highlight the suspicious activities to the client manager, money-laundering officers and senior management when appropriate
  • Handle all client related services including account enquiries, account opening procedures, statement, deposit, special request, corporate actions, etc and ensure satisfactory solution and pleasant experience to clients
  • Provide back up support for dealing service at branches as required
  • Analyst Operations and supporting the bank’s sales, trading and other business activities and other diverse responsibilities, including: Making sure transactions are settled and recorded correctly, Developing and maintaining strong relationships with Client Service team
  • Directs and coordinates activities concerned with buying or selling investment products and services, such as HKD, SGD and USD Shares
  • Monitor and follow up for unmatched trades with internal teams or external parties and Liaising directly with other operations groups to resolve unmatched issues
  • Resolve issues pertaining to brokerage from external counterparties, Prime Brokerage Client Service Reps or Settlements teams
  • Prepares activity reports for evaluation by management
  • Other ad-hoc task as request by the management
  • Liaising with business partners and clients.

Intern under operation department

NEOEDGE
05.2011 - 11.2011
  • Coordinates every details of a conference and make sure that strict deadlines are being made
  • Organize events for organizations and make sure that these events meet goals and run smoothly in Singapore or Overseas
  • Responsible in sourcing for key speakers, catering services, venues for conferences to be held
  • Responsible in ensuring that the business people that attend the lecture have a smooth stay
  • Makes budgets and get them approved by clients or company
  • Negotiate contracts from vendors or service providers
  • After conference is completed, responsible in surveying the attendees to measure the success of an event
  • Liasing with business partners and clients
  • Projects involved: Africa Gas and LNG Summit 2011, Africa Mining Conference 2011.

Report Analyser

DINERS CLUB(S) PTE LTD
05.2010 - 11.2010
  • Analyze company’s reports (e.g., customers’ usage, different F&B outlets’ usage) before generating monthly reports
  • Basic accounting Jobs
  • Analyses customers’ normal usage before generating reports and brainstorming new benefits for customers.

Stand in Form Teacher

TOWNSVILLE PRIMARY SCHOOL
01.2007 - 01.2008
  • Stand in for form teacher who has gone on maternity leave
  • Set up examinations paper
  • Grade examinations paper
  • Perform form teacher duties
  • Specializing in Maths, English and Science.

Tax officer

INLAND REVENUE AUTHORITY OF SINGAPORE
05.2006 - 11.2006
  • Answer tax payers’ enquiries on Tax
  • Help tax payers file their tax
  • Calculate the amount tax payers have to file
  • Administrative duties like documents filling.

Education

Higher Diploma in Banking and Finance -

University of London
01.2016

Higher Diploma in Banking and Finance -

Singapore Institute of Management (SIM)
01.2011

Diploma in Business Statistics, Diploma in Computerized Accounting, Diploma in Business Calculation -

London Chamber of Commerce and Industry
01.2007

GCE 'A' Level -

Serangoon Junior College
01.2005

GCE 'O' Level -

CHIJ Toa Payoh Secondary School
01.2003

Skills

  • Staff Development
  • Marketing
  • Policy Implementation
  • Expense Tracking

Activities

  • SIM UOL SRC, Member (Sports Department), Organized a sport activity, Lacoste in order for the students in SIM to have a knowledge of this sport and come in contact with it. Organized activities for SIM Students so that they will have a more fulfilling life while studying in SIM. Participate actively in different SRC UOL activities.
  • SIM ODAC CLUB, ExcoMember (Events Executive), Managed a club of 100-150 members. Planned and organized outdoor activities (e.g. Extreme Challenge 2009, Night Cycling and treks) for SIM Students and students from the other universities so that they will have a more fulfilling life in their Unit Life. Represented SIM ODAC Club in SIM Leadership Camp 2009. Orientation Group Leader for SIM Freshies who joined SIM Odac Club in 2010.
  • SIM Canoe Club, Member, Joined MR500 2009. Orientation Group Leader for SIM Freshies who joined SIM Canoe Club in 2010.
  • CHIJ Concert Band, Section Leader, Manage a team of 10 members. Responsible in conducting practices for members. Participated in Singapore Youth Festival in 2002 and awarded a bronze.

It And Languages Skills

English, Chinese, MS Office: Word, Excel, PowerPoint and Access, Bloomberg, Adobe Photoshop

Others

Reading, Travelling, Chingay as Lead Motivator in 2004 for CIP purposes

Timeline

Client Acquisition Manager

Citibank Singapore Pte Ltd
12.2022 - Current

Executive

D’magnifique Ptd Ltd( Huggs Coffee Pte Ltd)
12.2018 - 03.2022

Financial Adviser

Manulife Singapore Pte Ltd
12.2018 - 03.2022

Business Development Executive - SME Loan Specialist

United Overseas Bank
08.2017 - 05.2018

PA/Admin Executive

Mark Tech Engineering and Supplies
08.2016 - 08.2017

Senior Personal Banker

United Overseas Bank
08.2013 - 07.2016

Brokerage Bank Officer under equity and investment Unit Department

CITIBANK
05.2012 - 02.2013

Intern under operation department

NEOEDGE
05.2011 - 11.2011

Report Analyser

DINERS CLUB(S) PTE LTD
05.2010 - 11.2010

Stand in Form Teacher

TOWNSVILLE PRIMARY SCHOOL
01.2007 - 01.2008

Tax officer

INLAND REVENUE AUTHORITY OF SINGAPORE
05.2006 - 11.2006

Higher Diploma in Banking and Finance -

University of London

Higher Diploma in Banking and Finance -

Singapore Institute of Management (SIM)

Diploma in Business Statistics, Diploma in Computerized Accounting, Diploma in Business Calculation -

London Chamber of Commerce and Industry

GCE 'A' Level -

Serangoon Junior College

GCE 'O' Level -

CHIJ Toa Payoh Secondary School

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