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.
• Supporting two RMs for trades and customer servicing, account
openings, lombard lending and KYC reviews.
• Greater China Market
GFIW (Greater China)
• 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
• 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
Wealth Management
• Provide sound wealth advisory to internal customers
(only servicing EDs & MDs of the bank)
• Handled both sales and services
• Staff banking
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
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
Goal-oriented mindset
Client needs assessment
Customer relations
Account management
Client onboarding
Teamwork and collaboration
Problem-solving skills