Gina Tay
Senior client advisor, First Vice President
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About
Acquired high net worth clients in the privilege reserve segments. Has extensive experience and knowledge in the areas of insurance, unit trust, treasury, will and trust. Has extensive knowledge on portfolio management and construction. Awarded sales excellence award (more than SGD 2.5 million) for 2018, 2019.
Experience
Senior client advisor, First Vice President - United overseas Bank
(2015-03 - 2022-08)
- Acquired high net worth clients in the privilege reserve segments. Has extensive experience and knowledge in the areas of insurance, unit trust, treasury, will and trust.
- Has extensive knowledge on portfolio management and construction.
- Awarded sales excellence award (more than SGD 2.5 million) for 2018, 2019.
- Mentored new client advisors on portfolio construction and investment knowledge.
Client advisor, Assistant Vice President - United overseas Bank
(2013-03 - 2015-03)
- Acquired high net worth clients in the privilege segments. Able to uncover financial needs of customer and has experience and knowledge in the areas of insurance, unit trust, and treasury.
- Awarded various swards for top banker in some quarters.
Senior preferred relationship manager - Standard Chartered Bank
(2010-02 - 2013-03)
- Acquired high net worth clients in the preferred and priority segments. Able to uncover financial needs of customer and has experience and knowledge in the areas of insurance, unit trust, and treasury.
- Awarded the top 10 position for the Achiever's Council of H1 and H2 for 2012. Award is for recognition of top revenue generating sales staff in the bank's senior preferred network.
- Awarded the silver Excellence Service Award (EXSA) in 2012.
- Awarded the Certificate of Excellence in quarter 1 2012 for exceeding sales target by 160%.
- Acquire and manage customer portfolio through referral in the higher AUM segment, priority banking.
Education
Bachelor of Business Management degree - Finance - Singapore Management University (SMU) (2006-08 - 2009-12)
GCE A Levels - Economics - Saint Andrew Junior College (SAJC) (2004-01 - 2005-12)
