Summary
Overview
Work History
Education
Skills
Timeline
Generic

Raine Soh

Private Banking Assistant

Summary

Outgoing and personable, with natural aptitude for building strong client relationships and providing exceptional service. Possesses foundational knowledge in customer communication and conflict resolution, coupled with strong organizational and multitasking abilities. Committed to fostering positive client experiences and contributing to team success through effective communication and problem-solving.

Overview

12
12
years of professional experience
3
3
Languages

Work History

Client Relationship Associate

Union Bancaire Privee, UBP SA
11.2024 - Current

• Supporting two RMs for trades and customer servicing, account
openings, lombard lending and KYC reviews.
• Greater China Market

Client Account Manager

UBS AG Singapore
05.2020 - 10.2024

GFIW (Greater China)

  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Performed duties and provided service in accordance with established operating procedures and company policies.
  • Organized daily workflow and assessed appropriate staffing to provide optimal service.

Client Service Manager

CIMB Private Banking
11.2019 - 05.2020

• Provide strong support to 5 Senior Client Adviser’s Trades,
account opening and all client related service request
• Mainly handle DCI, ELN & Time Deposits
• Singapore & Malaysia Market

• Support 4-5 RMs

Client Advisor Assistant

UOB Private Banking
01.2019 - 11.2019

• Provide strong support to Senior Client Adviser’s Trades,
account opening and all client related service request
• Has well equipped knowledge in FX Tarn/Pivot,
Accumulator/Decumulator, unit trust, ELN/SLN
• Indonesia Market

Client Advisor

UOB Privilege Banking
09.2015 - 12.2018

Wealth Management

• Provide sound wealth advisory to internal customers
(only servicing EDs & MDs of the bank)
• Handled both sales and services

• Staff banking

Relationship Officer

UOB Privilege Banking
06.2014 - 08.2015

Wealth Management

• Provide strong support to Client Advisors’ Trade, Funds
Transfer, Account Opening & Maintenances, and all related
client servicing
• Received quarterly compliments from different Client Advisors

Senior Relationship Manager

DBS Bank Ltd
04.2013 - 06.2014

Consumer Banking Group

• Sales and marketing of Currencies and Unit Trust investment,
Structured Deposits, Wealth Planning and FX Contracts
• Stationed in heartland mall – Ang Mo Kio
• Awarded Certificate for best UT Sales

Education

Bachelor of Science - Finance

UniSIM
Singapore, Null, Singapore
04.2001 -

Skills

    Goal-oriented mindset

    Client needs assessment

    Customer relations

    Account management

    Client onboarding

    Teamwork and collaboration

    Problem-solving skills

Timeline

Client Relationship Associate

Union Bancaire Privee, UBP SA
11.2024 - Current

Client Account Manager

UBS AG Singapore
05.2020 - 10.2024

Client Service Manager

CIMB Private Banking
11.2019 - 05.2020

Client Advisor Assistant

UOB Private Banking
01.2019 - 11.2019

Client Advisor

UOB Privilege Banking
09.2015 - 12.2018

Relationship Officer

UOB Privilege Banking
06.2014 - 08.2015

Senior Relationship Manager

DBS Bank Ltd
04.2013 - 06.2014

Bachelor of Science - Finance

UniSIM
04.2001 -
Raine SohPrivate Banking Assistant