Winny Lionardi
Singapore
Summary
Qualified Senior Relationship Manager with solid background in supporting relationship management initiatives, enhancing client satisfaction, and streamlining operations. Proven track record in identifying client needs and delivering tailored solutions. Demonstrated ability in leveraging problem-solving and communication skills to foster strong client relationships.
Overview
24
24
years of professional experience
Work History
Assistant Relationship Manager
SMBC Nikko Singapore Pte Ltd
08.2024 - Current
- Participated in weekly team meetings to discuss progress towards goals and share best practices for improved performance outcomes.
- Assisted Senior Relationship Manager (Managing Director) to do all administrative matters.
- Liaise with Ultra High Networth Clients and custodian bank, ensuring there is no errors and best service standards.
Manager, Client Services
Standard Chartered Private Bank
06.2014 - 07.2024
- Executing all administrative aspects of client account opening
- Client servicing includes daily trade orders such as FX spots/forwards, equities, bonds, and structured products
- Deal execution, monitoring and maintaining transactions blotters
- Ensuring zero operational mistakes and losses
- Assist RMs in managing/clearing documentary and other deficiencies
- Assist RMs in the sales process
Client Relationship Associate
Coutts & Co Ltd
04.2011 - 03.2014
- Attend to clients' enquiries with regards to their accounts and portfolios
- Assist clients on their daily accounts and banking related queries
- Acting as the client contact point and respond to client requests and resolves account related problems accordingly
- To provide general operational, customer service and administrative support of Private banker
Client Advisor Assistant
UBS AG Singapore
08.2010 - 04.2011
- Company Overview: Wealth Management
- Assist client advisor on managing ultra-high net worth clients in Asia Pacific Region focusing mainly on Indonesian based clientele
- Client servicing includes daily trade orders such as FX spots/forwards, equities, bonds and structured products
- Daily routine includes; Deposit /Loan rollovers and funding, liaising with operations on funds and securities transfers, client credit reviews and KYC due diligences and new client on-boarding
- Wealth Management
Premier Banking Relationship Manager (Offshore)
OCBC Singapore
03.2010 - 08.2010
- Relationship Management of high-net-worth individuals which including cross selling banking products to them
- Handle high net-worth Indonesian Clients and travel to Indonesia on monthly basis
- Maintains and builds a portfolio of clients with an acceptable risk/ reward ratio with high quality standards
Priority Banking Relationship Manager
Standard Chartered Bank Singapore
05.2008 - 03.2010
- Relationship Management of high-net-worth individuals which including cross selling banking products to them
- Handle high net-worth Clients
- Maintains and builds a portfolio of clients with an acceptable risk/ reward ratio with high quality standards
Senior Sales Manager (Loan Specialist)
Maybank Singapore
01.2006 - 04.2008
- Initiate business development activity and manage relationship through evaluation and management of customer's accounts
- Build and maintain close relationship with high network individuals to provide value added investment advisory
- Notable Achievement: Awarded Certificate of Achievement for Outstanding Sales Performance (Jan - June 07)
- Notable Achievement: Awarded Certificate of Achievement for Outstanding Sales Performance (Jul - Dec 07)
General Manager
P.T. City Time
01.2004 - 12.2005
- Responsible for all company accounts and financial activities
- Supervise over 60 employees
- Process all merchandise orders from Europe, United States and the Asia Pacific region
- Coordinate imports of all merchandise and necessary documentations
- Key company representative for global distributor's annual general meeting
- Develop business proposal, marketing plan and monthly sales report to principals and board of directors
- Create brand development for existing brands to create greater public awareness
- Notable Achievement: Successfully acquired several new brands for the company's portfolio such as Cerruti 1881, Pierre Cardin, Levi's Time, O.D.M, Kenneth Cole, Kookai, Axcent, FCUK and Daniel Hechter
- Notable Achievement: Doubling company's gross sales
- Notable Achievement: Key representative for the Basel International Watch convention to gain sole distributorship for other international renowned brands
- Notable Achievement: Represent the Indonesian region for Cerruti 1881's 1st International Distribution meeting in Dubai
Assistant Relationship Officer
Wells Fargo Bank
01.2002 - 01.2003
- Created documents in accordance to regulatory guidelines
- Reviewed signed loan documents to prevent discrepancies
- Responsible for all loans and mortgages follow ups
Sales Associate
Beneficial Washington
01.2001 - 01.2002
- Company Overview: member of HSBC
- Responsible for funding and loans documentations
- Handled both customers' inquiries and payments
- Prepared reports for division managers, branch managers and loan officers
- Processed loan applications
- Member of HSBC
Education
Master of Business Administration - Financial Management
City University
Seattle, Washington09-2004
Bachelor of Science - Economics (Money and Banking)
University of Oregon
Eugene, Oregon07-2000
Skills
- Bilingual: Fluent in English and Bahasa Indonesia
- Able to converse in Mandarin and Fukkien
- CACS 1 and 2 Certified
- CMFAs (M1A, M1B, M6, M9 - exempted and HI)
Accomplishments
- Awarded Certificate of Achievement for Outstanding Sales Performance, 06/07
- Awarded Certificate of Achievement for Outstanding Sales Performance, 12/07
- Successfully acquired several new brands for the company's portfolio such as Cerruti 1881, Pierre Cardin, Levi's Time, O.D.M, Kenneth Cole, Kookai, Axcent, FCUK and Daniel Hechter
- Doubling company's gross sales
- Key representative for the Basel International Watch convention to gain sole distributorship for other international renowned brands
- Represent the Indonesian region for Cerruti 1881's 1st International Distribution meeting in Dubai
Timeline
Assistant Relationship Manager
SMBC Nikko Singapore Pte Ltd
08.2024 - Current
Manager, Client Services
Standard Chartered Private Bank
06.2014 - 07.2024
Client Relationship Associate
Coutts & Co Ltd
04.2011 - 03.2014
Client Advisor Assistant
UBS AG Singapore
08.2010 - 04.2011
Premier Banking Relationship Manager (Offshore)
OCBC Singapore
03.2010 - 08.2010
Priority Banking Relationship Manager
Standard Chartered Bank Singapore
05.2008 - 03.2010
Senior Sales Manager (Loan Specialist)
Maybank Singapore
01.2006 - 04.2008
General Manager
P.T. City Time
01.2004 - 12.2005
Assistant Relationship Officer
Wells Fargo Bank
01.2002 - 01.2003
Sales Associate
Beneficial Washington
01.2001 - 01.2002
Master of Business Administration - Financial Management
City University
Bachelor of Science - Economics (Money and Banking)
University of Oregon
Similar Profiles
Janiss KuahJaniss Kuah
Assistant Relationship Manager at SMBC Nikko Securities (Singapore) Pte LtdAssistant Relationship Manager at SMBC Nikko Securities (Singapore) Pte Ltd
Fred KempFred Kemp
Debt Capital Markets Analyst at SMBC Nikko SecuritiesDebt Capital Markets Analyst at SMBC Nikko Securities
Yuko KuboYuko Kubo
Wealth Management Assistant /Administrator / at SMBC Nikko Securities Inc.Wealth Management Assistant /Administrator / at SMBC Nikko Securities Inc.