Sia Jun Hong Bernard
Bedok
Summary
Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
8
8
years of professional experience
Work History
Bancassurance Sales Specialist
Trust Bank Limited
01.2026 - Current
- Cultivated client relationships through targeted cold outreach and strategic campaign assignments.
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Kept detailed records of daily activities through online customer database.
Senior Wealth Planning Manager (Associate)
DBS Bank
09.2020 - 12.2026
- Managed client interactions via telemarketing while providing comprehensive support for banking services.
- Executed daily strategies to generate revenue and fulfill monthly sales objectives, enhancing overall business performance.
- Developed tailored financial plans and offered wealth advisory to enhance clients' financial well-being and investment strategies.
- Developed comprehensive wealth management strategies for high-net-worth clients.
- Analyzed client portfolios to optimize asset allocation and risk management.
- Mentored junior wealth planners, contributing to their professional growth within the firm.
Delivery Agent Trainer
Pickupp Pte Ltd
08.2019 - 09.2020
- Coordinated and structured training schedules for new agents to ensure comprehensive skill development.
- Produced detailed PowerPoint slides, focusing on key training objectives.
- Conducted presentations and training for new delivery agents to enhance proficiency in accepting and completing job orders through the company's platform application.
- Implemented efficient loading and unloading procedures to optimize delivery workflows.
Open Electricity Market (OEM) Agent
Tuas Power Limited
03.2019 - 09.2020
- Facilitated outreach initiatives through roadshows, door-to-door introductions, and engagement with warm markets to promote electricity plans.
- Facilitated engagement strategies targeting both consumer and corporate markets to drive business growth.
Administrative Assistant & Telemarketing
Great Eastern Singapore
01.2019 - 07.2020
- Assisted in organizing and categorizing documents for efficient retrieval. Supported manager with various administrative tasks as needed. Maintained office organization through regular document sorting.
- Conducted outreach via telemarketing and cold-calling to arrange potential client appointments for insurance representatives.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Education
Economics And Finance
Singapore Institute of Management
Singapore07-2020
Diploma - Banking And Finance
Singapore Polytechnic
Singapore04-2016
Skills
- Relationship building
- Client relations
- Customer service and care
- Upselling and cross selling
- Sales presentations
- Cold calling
- Objection handling
- Inquiry handling
- FLUENT IN English
- Needs assessment
- FLUENT IN Mandarin
Timeline
Bancassurance Sales Specialist
Trust Bank Limited
01.2026 - Current
Senior Wealth Planning Manager (Associate)
DBS Bank
09.2020 - 12.2026
Delivery Agent Trainer
Pickupp Pte Ltd
08.2019 - 09.2020
Open Electricity Market (OEM) Agent
Tuas Power Limited
03.2019 - 09.2020
Administrative Assistant & Telemarketing
Great Eastern Singapore
01.2019 - 07.2020
Economics And Finance
Singapore Institute of Management
Diploma - Banking And Finance
Singapore Polytechnic