Novita Koloway
Summary
A self-motivated professional who works equally well in both a team environment and autonomously using own initiative. Very strong work ethic, who remains focused until tasks are completed satisfactorily. Results and performance driven, maintaining commitment to meeting companies and client’s needs. 20 years’ relationships with Indonesian business and individual clients. Excellent problem solver, who organizes and plans well, with good communication skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Digital Engagement Manager
Citibank
11.2019 - Current
- Managing a portfolio of clients with objectives to build and grow the client relationship for Digital Investment Advisory primarily through online technologies using digitally collaborative tools like virtual remote engagement, video chat, co-browsing and STP paperless solutions
- Adopting a "Digital First" mindset and support in identifying opportunities to redefine the client engagement through a digital strategy
- Maintaining a high standard of service quality and adherence to AML and compliance standards.
Senior Relationship Manager
Citibank
10.2015 - 10.2019
- Develop and manage a portfolio of individual clients (Indonesia team)
- Provide wealth management services and investment advisory to clients
- Diligently, proactively manage and update clients’ investment portfolios
- Experienced in sales and marketing of a wide range of wealth management products
- Maintain a high standard of service quality and compliance.
Client Advisor Assistant
UBS AG
05.2014 - 09.2015
- Acts as main point of contact alongside the client advisor to build and monitor relationships with clients by providing top quality service at all times
- Provides administrative and operational support in all client related issues and processes
- Payment requests, Securities transfers, Cash Management, Account updates
- Sound knowledge of banking operational procedures
- Handles account opening to fully on-board new clients
- Performs KYC checks and due diligence to ensure that client’s documents are up to date and in line with the bank’s policy
- Assists in arranging credit facilities – Mortgage, Insurance Lending, SBLC, Bank Guarantee, STA
- Ensure full compliance to credit policies – credit applications, reviews, document requirements
- Good understanding and knowledge of investment products (Derivatives, Equities, Fixed Income, Funds, FX)
- Receives and executes trade orders in a timely and accurate manner
- Provides support to client advisors such as travel booking arrangements, preparing pitch books for prospects, send and RSVP event invitation to clients and prospects etc.
AVP Portfolio Manager
HSBC
12.2010 - 04.2014
- Develop and manage a portfolio of individual clients (Indonesia team)
- Provide wealth management services and investment advisory to clients
- Diligently, proactively manage and update clients’ investment portfolios
- Experienced in sales of a wide range of wealth management products
- Maintain a high standard of service quality and compliance.
Relationship Manager
DBS
08.2010 - 11.2010
- Leading a team with number of account as KPI
- Maintaining a database of corporate clients
- Developing business strategies to achieve final targets.
Premier Senior Relationship Manager
HSBC
08.2005 - 06.2010
- Build strong relationships with clients
- Seek out new business opportunities, advise clients on product/service solutions that meet their needs, and resolve any issues or complaints
- Maintain a high standard of service quality and compliance
- Achieve individual sales targets.
Corporate Banking Relationship Manager
Bank Danamon Indonesia
08.2002 - 07.2005
- As a senior officer, started, organized, and managed a marketing program to maintain existing customers and as well as to gain new ones
- Developed, positioned and introduced Bank Danamon products to its various consumers
- Created and executed new portfolio selling concept to incorporate it into the sales team
- Specialization in Multi National Company Consumers and Customized Industries.
Education
Bachelor of Economics - Management
Parahyangan Catholic University, Indonesia
02.1998
Skills
Active listening
Communication
Customer service
Interpersonal
Time management
Problem solving
Certification
- MAS Licensed Representative
- Module 1B CMFAS
- Module 5 CMFAS
- Module 9 CMFAS
- Module 6A CMFAS
- Module 8A CMFAS
- Module 9A CMFAS
Timeline
Digital Engagement Manager
Citibank
11.2019 - Current
Senior Relationship Manager
Citibank
10.2015 - 10.2019
Client Advisor Assistant
UBS AG
05.2014 - 09.2015
AVP Portfolio Manager
HSBC
12.2010 - 04.2014
Relationship Manager
DBS
08.2010 - 11.2010
Premier Senior Relationship Manager
HSBC
08.2005 - 06.2010
Corporate Banking Relationship Manager
Bank Danamon Indonesia
08.2002 - 07.2005
Bachelor of Economics - Management
Parahyangan Catholic University, Indonesia
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