FINANCIAL SERVICES CONSULTANT | MANULIFE FINANCIAL ADVISORS PRIVATE LIMITED
August 2022 – Present
- Analyze clients' financial needs and objectives to develop tailored financial strategies and solutions.
- Provide expert advice on financial products and services such as investments, insurance, mortgages, and retirement planning.
- Conduct regular client reviews to ensure financial strategies remain aligned with clients' goals and changing circumstances.
- Develop and maintain strong relationships with existing clients to encourage repeat business and referrals.
- Collaborate with internal team members to identify cross-selling opportunities and enhance the overall client experience.
- Stay informed of industry trends, regulatory changes, and new financial products and services.
- Participate in ongoing professional development to maintain industry certifications and expand expertise.
- Ensure compliance with all company policies and regulatory guidelines.
- Maintain accurate client records and documentation in accordance with company procedures.
- Met and exceed assigned sales targets and performance metrics.
PERSONAL WEALTH MANAGER | HSBC BANK SINGAPORE LIMITED
May 2021 - June 2022
- Manning and managing of branch walk-ins in terms of general and wealth enquiries.
- Adopting needs-based approach to provide recommendations and solutions to meet clients
- Promoting and uphold positive image of the organization
- Assess clients' financial goals, risk tolerance, and investment preferences to create tailored wealth management strategies.
- Manage and monitor clients' investment portfolios, ensuring optimal asset allocation and risk management.
- Provide expert advice on investment opportunities, including stocks, bonds, mutual funds, real estate, and alternative investments.
- Regularly review and adjust clients' investment portfolios in response to market conditions and clients' changing needs.
- Develop and maintain strong relationships with clients to ensure satisfaction, retention, and referral business.
- Collaborate with internal team members to identify cross-selling opportunities and enhance the overall client experience.
- Stay informed of market trends, industry news, and investment opportunities to better serve clients.
- Participate in ongoing professional development to maintain industry certifications and expand expertise.
- Ensure compliance with all company policies, regulatory guidelines, and ethical standards.
- Meet or exceed assigned sales targets and performance metrics.
ASSISTANT MANAGER – SALES AND SERVICES | HSBC BANK SINGAPORE LIMITED
March 2019 – May 2021
- Equipped with vital sales processes knowledge in providing daily assistance to Premier Relationship Managers in handling wealth management products and maintaining sales reports for upper managements.
- Ensures procedures are strictly adhered to compliant standards to prevent operation errors.
- Collaboration with internal colleagues to resolve enquiries promptly and efficiently, ensuring satisfactory client experience.
- Assist in managing the daily operations of the sales and services team to ensure targets are met.
- Provide support to sales representatives by handling escalated customer inquiries, resolving issues, and providing product information.
- Collaborate with the Sales and Services Manager to develop and implement sales strategies and initiatives to increase revenue.
- Monitor sales performance and provide regular reports to management on team achievements and areas for improvement.
- Participate in the hiring, training, and development of sales team members to ensure they have the necessary skills and knowledge to succeed.
- Maintain strong relationships with key clients and partners to encourage repeat business and referrals.
- Stay informed of industry trends, competitor activities, and new products and services to identify potential opportunities.
- Ensure compliance with company policies, procedures, and regulatory guidelines.
- Assist in the planning and execution of sales events, promotions, and other marketing initiatives.
- Provide backup support to the Sales and Services Manager as needed.
FIRST IMPRESSION OFFICER(FIO) | HSBC BANK SINGAPORE LIMITED
November 2018 – March 2019
- Greet clients, visitors, and staff members warmly upon arrival and direct them to the appropriate destination.
- Coordinate meeting room bookings and assist with setting up rooms for meetings, conferences, and events.
- Assist with administrative tasks such as data entry, filing, and document preparation.
- Maintain accurate records of visitors and staff, including signing in and out, and issuing visitor badges as required.
- Provide general information about the bank, its products, and services to clients and visitors.
- Collaborate with other team members to ensure a seamless and efficient flow of operations.
- Stay informed of company policies, procedures, and updates to provide accurate information and assistance.
POLYTECHNIC TRAINEE BANK OFFICER | OVERSEA-CHINESE BANKING CORPORATION LIMITED
June 2015 – September 2018
PERSONAL FINANCIAL CONSULTANT (PFC) (JULY 2017 – SEPTEMBER 2018)
BANK TELLER (JUNE 2015 – JULY 2017)
- Ensure that operational procedures are maintained and complied with
- Process customer transactions, including deposits, withdrawals, loan payments, and account transfers.
- Balance cash drawer daily and perform routine cash counts to ensure accuracy.
- Provide exceptional customer service by answering inquiries, resolving issues, and assisting with account-related requests.
- Promote and educate customers on bank products and services to meet their financial needs.
- Maintain up-to-date knowledge of bank policies, procedures, and regulatory requirements.
- Identify and report suspicious activities or transactions to management or the appropriate authorities.
- Collaborate with other team members to ensure a seamless and efficient banking experience for customers.
- Assist in the completion of branch audits and other operational tasks as needed.
- Maintain customer confidentiality and adhere to privacy regulations.
- Participate in ongoing training and professional development activities
- Promote teamwork and support as part of cohesive work environment
