Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Waqas Khan Khan

Summary

Dynamic individual with hands-on experience in [Area of expertise] and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Citigold Relationship Manager

Citibank
04.2023 - Current
  • Managed a portfolio for over 150 Citigold accounts, with AUM totalling 80+ million SGD
  • Delivered exemplary investment and insurance advisory services to clients utilizing a comprehensive range of banking products
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

Strategy & Transactions Intern

Ernst & Young
10.2020 - 12.2020
  • Guide clients through financial model reviews
  • Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
  • Researching and evaluating current economic patterns
  • Conduct financial valuations to help implement key decisions and improve strategic outcomes

Legal & Assurance Intern

Allianz Technology
08.2018 - 10.2018
  • Leveraged MS Visio PowerPoint to enhance the efficiency of numerous processes, including internal billing and documentation storage/management
  • Carried out research on employment laws and regulations of countries, reporting to stakeholders on prospective contracts
  • Analysed 50+ contracts, legal compliance and research work ensuring alignment of previous contracts with recent laws

Education

Master of Science - Finance & Accounting

Imperial College Business School
United Kingdom
09.2020

Bachelor of Science - International Business Management

University of Surrey
United Kingdom
09.2019

Skills

  • Relationship Building
  • KYC/AML Regulatory Compliance
  • Investment Advisory
  • Microsoft office (Excel, PowerPoint)
  • Customer Portfolio Management

Certification

  • Monetary Authority of Singapore (MAS) - Credential ID M6, M6A, M8, M8A, M9, M9A, M1B, M5, HI

Languages

Hindi
Advanced (C1)
Urdu
Upper intermediate (B2)

Timeline

Citigold Relationship Manager

Citibank
04.2023 - Current

Strategy & Transactions Intern

Ernst & Young
10.2020 - 12.2020

Legal & Assurance Intern

Allianz Technology
08.2018 - 10.2018

Master of Science - Finance & Accounting

Imperial College Business School

Bachelor of Science - International Business Management

University of Surrey

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Waqas Khan Khan