Joanna Siew

Client Service Officer, AVP at EFG Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
SG
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Credentials

  • Client Advisory and Competency Standards Paper 1 & 2
    The Institute of Banking & Finance Singapore

Experience

  • EFG Private Bank
    • United Kingdom
    • Banking
    • 300 - 400 Employee
    • Client Service Officer, AVP
      • Jul 2013 - Present
  • CIMB Securities (Singapore) Pte Ltd
    • Assistant Manager (Credit)
      • 2009 - 2013

      Handling approx 60-70 Trading Representatives. Main roles include risk monitoring of clients and contra loss management.

    • Associate (Client Services)
      • 2006 - 2009

Education

  • Curtin University
    Bachelor's degree, Finance and Marketing
    2002 - 2004

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