Singapore
Helping leaders cultivate authenticity, awareness, clarity, and resilience is what drives me every day. The joy of seeing those around me thrive in complexity and grow continuously gives my work meaning. With 22 years of experience in consumer banking across Sales and Service, I’m passionate about giving back by coaching, mentoring, and to leave everyone that I meet better than I first found them. Beyond work, I enjoy hiking, reading, and quality time with my family.
As the Team Lead of Investment Counsellors for Premier Private Clients, I lead a team of 26 Investment Counsellors and 5 FX Counsellors in driving a customer-centric approach to wealth management. Collaborating closely with internal stakeholders across Wealth Management Advisory & Solutions, Segments, Global Markets, and Compliance, I focus on enhancing our advisory capabilities and delivering holistic investment solutions. Beyond my core responsibilities, I am passionate about professional and personal development. As a certified coach under the OCBC Coaching for Growth Program, I partner with colleagues in a thought-provoking and creative process that inspires them to maximize their personal and professional potential. Additionally, as an OCBC Wellness Ambassador, I advocate for workplace well-being, fostering a culture of balance and resilience within the organization.
Responsible for driving Holistic Wealth Solutions and Sales Performance across three client segments: • 1 Premier Private Team • 4 Premier Teams • 6 Personal Banking Teams Key Initiatives & Leadership Spearheading multiple projects to enhance investment engagement, compliance, and client experience: • Compliance Scorecards – Strengthening regulatory adherence and governance. • Service Improvement Project – Elevating client and advisor experience. • ESG & Sustainability Practices – Driving initiatives to reduce carbon footprint. • Sales Engagement Flow – Optimizing sales processes and client interactions. • Incentive Schemes – Designing frameworks to align performance and rewards. • Ecosystem Solutions Mindset Drive – Encouraging holistic client-centric strategies. • Sales Insights & Analytics – Leveraging data to enhance decision-making. • Risk Profile Methodology – Refining client risk assessment frameworks. • Master Trainer for Portfolio Contact Strategy – Coaching teams on effective client outreach. • Leads Campaign Flow – Enhancing prospecting and conversion strategies. • Coaching for Growth & Mental Wellness – Supporting professional and personal development. Cross-Functional Collaboration Seconded to Wealth Management (Oct 2020 – Mar 2021) to work alongside Sales, Service, Legal, Compliance, Operations, Digital, and Marketing, co-developing innovative solutions to enhance client experiences. Leadership & Purpose Passionate about empowering my team to thrive in complexity, fostering a culture of authenticity, awareness, clarity, and resilience—helping leaders grow while delivering excellence to our clients.
As Citi's Citigold Branch Manager for Citi Singapore, my responsibilities include growing a team of Relationship Managers, Service Relationship Managers and Specialists in providing solutions for our Citi clients.