Experience

RHB Singapore

• Singapore
• Financial Services
• 200 - 300 Employee

• Team Head, Personal Banking

  • Jan 2023 - Present

• Bancassurance Specialist

  • Dec 2021 - Dec 2022



Singlife Financial Advisers

• Singapore
• Insurance
• 100 - 200 Employee

• Wealth Manager

  • May 2021 - Nov 2021

  At Aviva Financial Advisers Pte Ltd, we work with various life and general insurers, and investment/fund providers. This way, we'll be able to provide you with holistic financial solutions to meet your needs. Our personalised approach comprises evaluating your current financial situation, and understanding your objectives and concerns. Only then do we provide advice and make suitable recommendations that can help turn your financial goals into reality. At Aviva Financial Advisers Pte Ltd, we work with various life and general insurers, and investment/fund providers. This way, we'll be able to provide you with holistic financial solutions to meet your needs. Our personalised approach comprises evaluating your current financial situation, and understanding your objectives and concerns. Only then do we provide advice and make suitable recommendations that can help turn your financial goals into reality.



finexis advisory Pte Ltd

• Singapore
• Financial Services
• 500 - 600 Employee

• Business Manager

  • Feb 2021 - Apr 2021



OCBC

• Singapore
• Banking
• 700 & Above Employee

• Premier Relationship Manager

  • Nov 2019 - Feb 2021

  -Managed a portfolio of SGD270 million Assets Under Management (AUM) on behalf of approximately 330 clients in the Premier Banking segment-Worked hand-in-hand with investment advisors and bancassurance specialists to customize solutions to clients, and assisted them in making smart, informed borrowing, banking and investment needs-Provided a differentiated suite of wealth discovery and planning to meet the investment needs and objectives of the pool of sophisticated clients -Weekly and monthly market updates to clients to ensure they are up to date with the latest happenings and offered an extensive knowledge of treasury products including bonds, derivatives, foreign exchange (FX) and Structured Notes Show less

• Sales Manager

  • May 2017 - Nov 2019

  -CFS Branch & Premier Banking Monthly Star Award (Mass) for MTD performance July 2017-Qualifier for achievers trip for Regular Premium Guaranteed Route. Taiwan 2017-Groomed and upskill Personal Financial Consultants through training and retooling-Managed a junior sales team and responsible for developing them to be high performers -Managed day-to-day branch operations and clients' transactions -Ensure that the branch premises are properly maintained and aligned to guidelines-Manage and eyeball potential operational risks and ensure standards/requirements are followed-Assist junior consultants in mitigating complaints and ensuring service standards are met-Provide and exercise leadership in branch Show less

• Relationship Manager

  • Apr 2015 - May 2017

  -Deepened relationship with existing clients and fostered meaningful client-banker relationships through delivery of financial solutions and accounts.-Acquisition of new clientele through direct client referrals and extensive cold-calling.-Achievers trip qualifier for Regular Premium guaranteed route. Melbourne 2016-Great Eastern Club 8 Qualifier Solitaire Award (Personal) for achieving above 200% MTD performance from 1 Jan to 31 Jan 2017, endorsed by Head, Branch & Group Premier Banking Global Consumer Show less

• Personal Financial Consultant

  • Apr 2014 - Mar 2015

  -Provided financial advisory to clients through an extensive range of financial instruments including bancassurance, structured products, loans and collective investment schemes.- Achieved CFS Branch & Premier Banking Monthly Star Award (Mass) for MTD performance from 1 July to 31 July 2014, 1 Oct to 31 Oct 2014, 1 Nov to 30 Nov 2014, 1 Dec to 31 Dec 2014.