Case Manager

• Aug 2021 - Present

Customer Value Specialist

• Oct 2019 - Mar 2021

Senior Center Manager

• May 2017 - Jun 2019

AVP, Team Manager

• Mar 2016 - Apr 2017

Senior Manager, Partnership Distribution

• Aug 2014 - Feb 2016

• Managing a team of Insurance Specialist. • Manage sales activities, train and coach Insurance Specialist. • Design and launch incentives to bankers to encourage referrals. • Validate and monitor underwriting status of proposals. • Train and coach bankers on insurance referral. • Build and maintain close working relationship with bank partners. • Managing a team of Insurance Specialist. • Manage sales activities, train and coach Insurance Specialist. • Design and launch incentives to bankers to encourage referrals. • Validate and monitor underwriting status of proposals. • Train and coach bankers on insurance referral. • Build and maintain close working relationship with bank partners.

Centre Manager, Business Centre

• Oct 2011 - Aug 2014

• Managing a sales team in AMK Hub Client Advisory Centre. • Motivate and coach Client Advisers in the team. • Managing Client Adviser’s daily activities. • Oversee the branch’s day to day sales operations. • Sign off and monitor the underwriting status of proposals. • Build and maintain close working relationships with business partners. • Managing a sales team in AMK Hub Client Advisory Centre. • Motivate and coach Client Advisers in the team. • Managing Client Adviser’s daily activities. • Oversee the branch’s day to day sales operations. • Sign off and monitor the underwriting status of proposals. • Build and maintain close working relationships with business partners.

Assistant Manager, Personal Banker

• Nov 2009 - Oct 2011

• Provide clients with holistic wealth management advisory services in all financial areas with various insurance/investment and asset products. • Proactively seek and identify customer’s needs in different areas.• Constantly update clients with market movements and updates.• Deepen banking relationships with customers in my portfolio.• Constantly acquire new customers through walk-in and referrals.

Insurance Specialist

• May 2007 - Nov 2009

• Provide clients with wealth management advisory services.• Focus on legacy, estate and retirement planning.• Work closely with Relationship Managers in both Citibank and Citigold platform to provide sound advisory services to clients.• Train Relationship Managers on new insurance products and sales ideas. • Coordinate and organize seminars for clients on wealth planning.• Drive activities and sales numbers to achieve monthly individual and branch’s target.

Financial Consultant

• Apr 2006 - Apr 2007

• Provide financial services for the clients on various insurance product and investment product – ILP (investment linked policies). • Focus on the retirement need for the customer. • Constantly acquire new customers and maintaining good relationship with existing customers. • Provide financial services for the clients on various insurance product and investment product – ILP (investment linked policies). • Focus on the retirement need for the customer. • Constantly acquire new customers and maintaining good relationship with existing customers.