Verene Chia

Achievements -

2014

• Star of the Quarter (Q1 & Q2)
• Promoted from Citibanking to Citigold in Q3 2014

2015 to 2019

• IPB Champions Club ( 2015 to 2019) - Top Revenue achievement award
• IPB Top Insurance fees ( 2016) - Manager Category - 1st Runner up

2015 to 2023

• IPB Mount Everest Club for 9 years straight

(Top Revenue Achievement Award)

2018 to 2023

• Conferred prestigious Citibank Regional Chairman Council (RCC) award for 6 years straight
• Insurance Champions League Dubai (2018) - Winner
• Top Insurance fees ( 2019) - AVP Category- Champion
• Top Insurance fees ( 2020) - VP Category- 2nd Runner up
• Top Insurance fees ( 2022 Dec) - Champion
• Top Insurance fees ( 2022) - VP Category- 2nd Runner up
• Top Insurance fees and case count ( 2022 Q4) - Champion
• Top Net New Money ( 2022) - 1st Runner up
• Top Insurance revenue ( 2023 - Q3)- Champion
• Top Insurance revenue ( 2023- July ) - Champion
• Top effort-based revenue and Insurance revenue( 2023 - Q3) - 1st Runner up
• Top Insurance fees ( 2023) - VP Category - 2nd Runner up
• Gateway to Greatness 2023 Full year qualifier
• Top RM by revenue (2024) - Top 8

2025

• Top Effort Based Revenue for mutual funds - Q1 2025

Leadership and Growth -

• Dale Carnegie- Integrative Business Sales Negotiation course ( 2019)

• Selected to participate in prestigious Citi-Wharton Executive program

1) Wharton Beijing - level 1 ( 2017)

2) Wharton Pennsylvania - level 2 ( 2018) -

Strategies for Growth Program

3) Wharton Pennsylvania - level 3) (2022)-

Ultra High Net Worth Competencies Program

4) Wharton Online - 2020 -

Foundations of Investment Management

5) Wharton Online - 2021 -

Fintech - New Trends in Wealth Management

• Promoted to Unit Head (2024- Jan)

• Selected as the only client advisor from IPB to participate in International Citi Private bank and CPC Mentorship Program rollout

• Participated as a mentor in The Advisory Mentorship programme, mentoring 5 final year finance students from NUS business school for a period of 3 months ( 2023)

• Spearheaded the initiative for the opening up of the underserved Makassar region

• Pitched and clinched deals together with the team through business presentations at prospective clients' offices
• Developed and executed sales pitching training presentations to more than 100 new hires.
• Participated in daily senior management meetings to report on team's performance and strategies to help achieve the department's goal.
• Set performance expectations for the team with regular monitoring.
• Developed team members' skills through targeted coaching sessions, resulting in optimal individual and team performance.

• Developed and leveraged on networks of existing relationships with key clients to drive business growth.
• Collaborated with cross-functional teams to deliver tailored financial solutions for clients.
• Secured high-value deals through persistent and strategic outreach efforts via companies online directories and commercial buildings walkabout.
• Delivered compelling sales pitch to prospective clients, highlighting the unique value proposition of our products and services.

Achievements :

• Awarded top of the class - Dale Carnegie Sales and Negotiation Master Course
• Exceeded monthly targets through relentless prospecting efforts, persistent follow-up activities, and expert negotiation skills.
• Promoted to Team leader, managing a team of 12 business development managers