Singapore
Manage end-to-end onboarding processes for individual and corporate clients, including documentation review and account setup. • Perform thorough KYC verification, customer due diligence (CDD), enhanced due diligence (EDD), and risk profiling in accordance with AML/CFT and regulatory frameworks. • Ensure all account applications comply with financial regulations, company policies, and international standards. • Provide consistent customer engagement through proactive follow-ups, guidance, and timely resolution of issues or complaints. • Work closely with compliance, operations, and service teams to maintain a seamless onboarding experience and mitigate operational risks.
Apr 2021 - Present (2 years 11 months) • Build and nurture strong relationship with the bank’ customers • Providing professional investment advice to customers to meet their financial goals • Consistently identifying and pursuing new customers to expand bank’s customer base • Able to close sales independently and achieve sales target given • Successfully achieved the highest positive growth in term of Bancassurance ANP year 2023 (445%) • Managed a team of 5 newcomers to deliver monthly sales target. • Managed a RM19 million net asset value of Portfolio
Understand customer’s unique financial needs and providing comprehensive insurance related knowledge to clients • Effectively promoting insurance products to clients • Collaborating with customer service representatives to resolve customer issue, ensuring a positive and seamless experience