Ng Yu Xiang (Sean)

• Provide weekly market insights and investment products trainings to the relationship managers.
• Provide investment advisory to privilege clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile.
• Communicate on house views and wealth solutions to relationship managers and work with product specialist for specific support and training

• Proposing new investment ideas to the respective relationship managers on their existing client’s portfolio.
• Do a partnership joint appointments with the relationship managers to provide an in depth market analysis and recommend the right investment solutions to compliment client's existing portfolio.
• Do account planning with the relationship managers and identify the potential investment leads for them to work on.

• Provides financing / leveraging solutions to the HNW clients with higher risk appetite

• Represent the UOB wealth management in young adult seminar @ the singapore local polytechnic.

• Provide weekly market insights and investment products trainings to the relationship managers.
• Provide investment advisory to privilege clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile.
• Communicate on house views and wealth solutions to relationship managers and work with product specialist for specific support and training

• Proposing new investment ideas to the respective relationship managers on their existing client’s portfolio.
•Do a partnership joint appointments with the relationship managers to provide an in depth market analysis and recommend the right investment solutions to compliment client's existing portfolio.
• Do account planning with the relationship managers and identify the potential investment leads for them to work on.

• Acquire, retain and develop lasting relationships with premier segment of clients and grow the portfolio business
• Using my interpersonal skills to offer and explore solutions to meet financial objective of clients with wide range of financial solutions such as investments, treasury, structured and insurance product with or without financing tool
• Constantly equipped myself with market updates.

• Acquire, retain and develop lasting relationships with privilege segment of clients and grow the portfolio business
• Using my interpersonal skills to offer and explore solutions to meet financial objective of clients with wide range of financial solutions such as investments, treasury, structured and insurance product with or without the tool of leveraging
• Constantly equipped myself with market updates.

• Acquire and develop lasting relationships with clients via OCBC extensive network of branches
• Using my interpersonal skills to offer and explore solutions to financial objective of clients with OCBC wide range of financial solutions such as investments, structured, housing loan and insurance products
• Performing clerical duties in the branch
• Assist and support all aspects of branch management
• Assist Branch manager to provide leadership, training, and support to less experienced junior staff and manage the team KPI.

• Acquire and develop lasting relationships with clients via OCBC extensive network of branches
• Using my interpersonal skills to offer and explore solutions to financial objective of clients with OCBC wide range of financial solutions such as investments, structured, housing loan and insurance products
• Performing clerical duties in the branch
• Assist and support all aspects of branch management.

• Acquire and develop lasting relationships with clients via OCBC extensive network of branches
• Using my interpersonal skills to offer and explore solutions to financial objective of clients with OCBC wide range of financial solutions such as investments, structured, housing loan and insurance products
• Performing clerical duties in the branch
• Assist and support all aspects of branch management.

• Acquire and develop lasting relationships with customer via OCBC extensive network of branches
• Using my interpersonal skills to offer and explore solutions to meet client operations need
• Opening, maintaining and closing of all account types in the bank with speed and accuracy
• Uncover additional cross-sell opportunities with current clients.