MABEL KWAN
Summary
Motivated business professional with more than 20 years of experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management, efficiently resolving complex financial issues for banking clients. Over the years, I have developed a strong skill set in communication and interpersonal skills, enabling me to effectively collaborate with teams and build strong relationship with my clients. Passionate about continuous learning and growth, I am always eager to take on new challenges and contribute to the success of the organization. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
27
27
years of professional experience
Work History
Client Service Officer
CA Indosuez Singapore
08.2023 - Current
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Streamlined internal processes for improved efficiency in handling client requests.
- Maintained detailed records of all client interactions, ensuring accurate information was available for reference during future engagements.
- Delivered high-quality customer support by efficiently managing multiple priorities while maintaining a positive attitude under pressure situations.
- Collaborated closely with internal teams, such as operations and finance, to ensure timely processing of clients'' transactions and compliance with regulatory requirements.
- Communicated with clients regarding account services, statements, and balances.
Senior Client Advisor - Privilege Reserve
United Overseas Bank Singapore
07.2021 - 08.2023
- Responsible for providing comprehensive financial advice and solutions to high net worth individuals within ASEAN and ROW region for Privilege Reserve Segment (AUM SGD 2 million and above).
- To conduct regular portfolio reviews, assess performance and make appropriate recommendations to optimize clients' investment strategies.
- To act as primary point of contact for client inquiries, concerns and transactional needs, providing prompt and professional assistance.
- Proactively seek new business opportunities, expand client base, and contribute to achievement of revenue targets.
Senior Relationship Manager
Standard Chartered Bank Singapore
06.2019 - 06.2021
- To acquire and enhance relationship of offshore high net worth clients primarily in Indonesian Market. To monitor and ensure that there is no AML issues with existing client base.
- To offer wealth management options to our clients using Standard Chartered Bank’s unique methodology and solutions.
Associate Relationship Director
Australia and New Zealand Bank Singapore
09.2011 - 07.2017
- Play a crucial role in acquiring and developing high net-worth customer relationships, focusing on North Asia market.
- Relationship building through regular off-site visits to clients.
- Increase the financial book of each Client through company’s service methods and products.
- Mentor and guide new Relationship Managers.
Client Advisor Assistant - Key Client Segment
UBS Wealth Management
10.2008 - 04.2010
- Supporting two Senior Client Advisors from Ultra High Net Worth Team Indonesia by providing excellent administrative and organizational support in all client related processes.
- Process client orders and dealing with client queries. Managing & trouble-shooting challenging situations using specialized transactional process knowledge.
Client Advisor - Taiwan Market
UBS Wealth Management
08.2007 - 09.2008
Senior Relationship Manager - Taiwan Market
Citibank Singapore Limited - IPB
07.2004 - 08.2007
Relationship Manager - Singapore Market
Citibank Singapore Limited
04.2001 - 06.2003
Account Manager (Team Leader)
United Overseas Bank Singapore
09.1997 - 03.2001
- Leading a team of Account Managers and Credit Officers in Commercial Lending Segment.
- Responsible for servicing a portfolio of SMEs and Mortgage loans.
- Account acquisition of new loans.
- Identifying new revenue opportunities for existing portfolio.
- Management of Non-performing Loans
Education
Bachelor of Arts - Majoring in Economics And English Language
National University of Singapore
Singapore09.1997
GCE ‘A’ Levels
Jurong Junior College
Singapore12.1992
GCE ‘O’ Levels
Crescent Girls’ School
Singapore12.1990
Skills
Client Advisor Competency Standards (CACS)
CACS Assessment - Paper 1
Client Advisor Competency Standards (CACS)
CACS Assessment - Paper 2
Certificate In Life Insurance, CLI
Certificate In Life Insurance – ILP
Certificate in Financial Needs Analysis, FNA
Certificate in Health Insurance, CHI
Certificate in Financial Advisory Act, FAA
Certificates in Examinable Module 5
Capital Markets and Financial Advisory Services (CMFAS)
CMFAS Module 1B
Certificates in Examinable Module 8A (Collective Investment Schemes II)
Capital Markets and Financial Advisory Services (CMFAS)
CMFAS Module 6
Capital Markets and Financial Advisory Services (CMFAS)
CMFAS Module 6A
Certificates in Examinable Module 9A (Life Insurance and Investment-linked Policies II)
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Chinese (Cantonese)
Bilingual or Proficient (C2)
Malay
Elementary (A2)
Timeline
Client Service Officer
CA Indosuez Singapore
08.2023 - Current
Senior Client Advisor - Privilege Reserve
United Overseas Bank Singapore
07.2021 - 08.2023
Senior Relationship Manager
Standard Chartered Bank Singapore
06.2019 - 06.2021
Associate Relationship Director
Australia and New Zealand Bank Singapore
09.2011 - 07.2017
Client Advisor Assistant - Key Client Segment
UBS Wealth Management
10.2008 - 04.2010
Client Advisor - Taiwan Market
UBS Wealth Management
08.2007 - 09.2008
Senior Relationship Manager - Taiwan Market
Citibank Singapore Limited - IPB
07.2004 - 08.2007
Relationship Manager - Singapore Market
Citibank Singapore Limited
04.2001 - 06.2003
Account Manager (Team Leader)
United Overseas Bank Singapore
09.1997 - 03.2001
Bachelor of Arts - Majoring in Economics And English Language
National University of Singapore
GCE ‘A’ Levels
Jurong Junior College
GCE ‘O’ Levels
Crescent Girls’ School
Similar Profiles
Vassia BloudanisVassia Bloudanis
Senior Client Support Officer, Middle East / Indian Sub-continent at CA Indosuez (Switzerland) SASenior Client Support Officer, Middle East / Indian Sub-continent at CA Indosuez (Switzerland) SA
STEPHANIE TARPINSTEPHANIE TARPIN
Responsable Conformité (RCSI) et Supervision IWM at CA IndosuezResponsable Conformité (RCSI) et Supervision IWM at CA Indosuez
Elyes TRABELSIElyes TRABELSI
Prod Owner-Tech Lead ALM -TREASURY IT SOLUTION at CA Indosuez SuisseProd Owner-Tech Lead ALM -TREASURY IT SOLUTION at CA Indosuez Suisse
Sheryl LeeSheryl Lee
Client Service Officer at Citibank Singapore LtdClient Service Officer at Citibank Singapore Ltd
Anthony PachecoAnthony Pacheco
Client Service Officer at Department of HousingClient Service Officer at Department of Housing