Maëlle Meurzec
Client Services Manager at AAM Advisory Pte Ltd- Claim this Profile
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English Native or bilingual proficiency
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French Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Marketing in an Analog World
University of Illinois at Urbana-ChampaignOct, 2020- Nov, 2024 -
Digital Media and Marketing Strategies
University of Illinois at Urbana-ChampaignSep, 2020- Nov, 2024 -
Digital Analytics for Marketing Professionals: Marketing Analytics in Practice (with Honors)
University of Illinois at Urbana-ChampaignJun, 2020- Nov, 2024 -
Digital Analytics for Marketing Professionals: Marketing Analytics in Theory (with Honors)
University of Illinois at Urbana-ChampaignMay, 2020- Nov, 2024 -
Marketing in a Digital World (with Honors)
University of Illinois at Urbana-ChampaignMay, 2020- Nov, 2024 -
Application of AI, InsurTech, and Real Estate Technology
Wharton OnlineApr, 2020- Nov, 2024 -
Cryptocurrency and Blockchain: An Introduction to Digital Currencies
Wharton OnlineApr, 2020- Nov, 2024 -
FinTech: Foundations, Payments, and Regulations
Wharton OnlineApr, 2020- Nov, 2024 -
Fintech: Foundations & Applications of Financial Technology Specialization
Wharton OnlineApr, 2020- Nov, 2024 -
Lending, Crowdfunding, and Modern Investing
Wharton OnlineApr, 2020- Nov, 2024 -
Business Continuity
QuilterJan, 2020- Nov, 2024 -
Complaints
QuilterJan, 2020- Nov, 2024 -
Data Protection and Information Security
QuilterJan, 2020- Nov, 2024 -
Whistleblowing
QuilterJan, 2020- Nov, 2024 -
Health Insurance
Singapore College of Insurance LtdDec, 2019- Nov, 2024 -
Module 9: Life Insurance and Investment-Linked Policies
Singapore College of Insurance LtdDec, 2019- Nov, 2024 -
Module 2: Having Difficult Conversations
QuilterJul, 2019- Nov, 2024 -
Module 9A: Life Insurance and Investment-Linked Policies II
Singapore College of Insurance LtdJun, 2019- Nov, 2024 -
Financial Crime
Old Mutual InternationalMay, 2019- Nov, 2024 -
Module 8A - Collective Investment Schemes II
Singapore College of Insurance LtdMay, 2019- Nov, 2024 -
Code of Conduct
Old Mutual InternationalNov, 2018- Nov, 2024 -
Risk and Regulation
Old Mutual InternationalNov, 2018- Nov, 2024 -
AAM Risk
Old Mutual InternationalAug, 2018- Nov, 2024 -
General Data Protection Regulation (GDPR)
Old Mutual InternationalMay, 2018- Nov, 2024 -
Data Protection & Information Security
Old Mutual InternationalFeb, 2018- Nov, 2024 -
Financial Crime
Old Mutual InternationalFeb, 2018- Nov, 2024 -
Whistleblowing
Old Mutual InternationalFeb, 2018- Nov, 2024 -
Module 8 - Collective Investment Schemes
Singapore College of Insurance LtdOct, 2017- Nov, 2024 -
Module 5 - Rules & Regulations for Financial Advisory Services
Singapore College of Insurance LtdAug, 2017- Nov, 2024 -
Module 5 - Rules And Regulations For Financial Advisory Services
Singapore College of Insurance LtdJun, 2009- Nov, 2024
Experience
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Client Services Manager
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Jun 2013 - Present
The role of Client Servicing Manager is one that is passionate and involves liaising with many departments everyday to consolidate advice, and information and provide great service, support and answers to clients. Currently overlooking a team, we work together to ensure that our internal processes and transactions are always following compliance requirements whilst still serving the clients' needs and projects are completed in a timely manner. In my role, I communicate with… The role of Client Servicing Manager is one that is passionate and involves liaising with many departments everyday to consolidate advice, and information and provide great service, support and answers to clients. Currently overlooking a team, we work together to ensure that our internal processes and transactions are always following compliance requirements whilst still serving the clients' needs and projects are completed in a timely manner. In my role, I communicate with clients to provide them with an excellent level of service and support. Working with Senior Vice Presidents - Wealth Advisory & Protection in the firm, we work closely to ensure best advice is always given and remaining within the compliance framework to attain client needs and financial goals. Other areas of this role include paraplanning which involve reviewing the clients' financial needs, their portfolios & returns, reviewing their positions, and working with different departments to prepare financial plans & recommendations. A good understanding of financial products is required in this area of the role to ensure the right solutions are provided to clients. In this role, I have now attained several additional qualifications with the Singapore College of Insurance which include: M5, M8, M8A, M9, M9A and HI. Show more Show less
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Paraplanner and Client Services Manager
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Jan 2009 - Jun 2013
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Business Development Manager
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Mar 2007 - Jan 2009
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Part-Time Sales Coordinator (Internship)
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Jan 2007 - Mar 2007
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Part-Time Personal Assistant (Summer Job)
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Jun 2005 - Aug 2005
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Education
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Kaplan Singapore
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SMF Institute of Higher Learning (formely SMa)
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Canadian International School of Singapore
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Lycée Français De Singapour
Community
