Experience

Bank of Singapore, Asia's Global Private Bank

• Singapore
• Financial Services
• 700 & Above Employee

• Assistant Relationship Manager

  • Sep 2014 - Present

   Provides administrative and client service support to Relationship Manager  Proactively placed trades and advised clients on trades and various portfolio matters including FX, cash management issues corporate actions, compliance & documentation, cash, loans &deposit positions and remittance matters  Provided timely and accurate daily trade placements and market updates to clients  Monitor clients’ positions and orders closely  Ensure all due diligence are performed before trade execution  Effectively calculated and provided regular portfolio profitability, performance reports and trade confirmations to clients on regularly  Actively conducted gap analysis to ensure suitability and that all underlying risks were communicated to clients by the RM  Assisted RMs in account opening, KYC procedures and remediation, credit applications / review, periodic reviews, and mantas enquiries  Responsibly handled administrative tasks and other ad hoc client requests, ensuring smooth delivery and personalized service to clients  Understands the basic mechanisms of common financial products and services.  Coordinates with Product Groups, Operations and other functional areas Show less



Nomura Singapore Limited

• Singapore, Singapore

• Client Services Officer

  • Nov 2012 - Aug 2014

   Liaise closely and provide excellent customer service to high net worth clients  Understand client requirements, acting as client key interface over initiation of client’s instruction and execution of trades, proactively monitor clients’ account and funding of accounts for trades and other investments  Ensure pre-trade due diligence checks (obtain management’s preapproval of trade when needed) and update clients promptly on trade done  Input of client transaction orders into the system in timely manner and check daily transaction list to ensure trades are processed correctly, prepare and send trade confirmations to clients.  Liaison with internal departments regarding execution and settlement of trades, delivery of securities, corporate action, payments and receipt of funds, renewal and repayment of loans.  Liaison with external counterparts and clients/prospects regarding account opening and client servicing matters.  Maintain and document customer data and information relating to transactions and conversations in an organized and comprehensive manner  Assist bankers to arrange credit facility, processing credit approvals, investments and deposit transactions  Adhering to internal controls and Bank's MAS regulatory requirements and achieving compliance standards at all times, ensure PBs are informed on a need-to-know basis of any changes on MAS and Bank’s policies  Works collaboratively and endeavours to build good working relationships with other key stakeholders.  Preparation of RM’s business trip, client meetings and marketing materials for new clients and prospective clients.  Assist in other ad-hoc projects and client related matters.  Provide administrative support to PBs – travel arrangements, claims, client meetings, and any other support functions on day-to-day operations.  Deputizing other ARMs on ad-hoc basis.  Continuously upgrade of relevant skills and completion of CACS requirements on CPD hours. Show less



OCBC

• Singapore
• Banking
• 700 & Above Employee

• Assistant Relationship Manager

  • Jan 2010 - Jun 2012

  Branch Banking – Sales, Global Consumer Financial Services Division  Deliver personalised service over the counter to customers on various banking products, accounts, and services enquiries in an effective and efficient manner.  Achieve new business and customer acquisition goals within the Mass Market segment and manage relationship in accordance with the bank’s customer service guidelines.  Ability to understand customers’ needs and provide appropriate solution and attention.  Identify cross-sell opportunities during customer interaction.  Consistently deliver quality service to our customers to achieve total customer satisfaction.  Solicit customers’ feedback and identify problem trends for improvement actions.  Assisting customers with their enquiries, escalate/ re-direct problems when appropriate  Source and call on individual prospects  Actively manage customers’ financial well-being according to their investment needs and objectives  Increase the size and quality of clients’ portfolio by providing sound financial advice and offering customized product solutions in accordance with the bank’s prescribed standards as well as industry regulatory requirements  To ensure aggressive sales targets for all relevant products are met, in addition to meeting client service quality standard set by the bank Joined the bank as Personal Financial Consultant in January 2010 Show less