Singapore, Singapore
Experienced Relationship Manager with 13 years of wealth management, with a deliberate focus on insurance. Excellent ability to forge and maintain strong relationships with clients and stakeholders. Focused and achievement oriented.
Evaluated client financial positions and identified the most appropriate financial solutions for high networth individuals Established strong rapport with new and existing clients to deepen the relationships and to understand clients' needs better • Followed through on risk and compliance processes and policies to safeguard clients' assets, maintain privacy and act in their best interest • Well versed in financial instruments • Consistent performer in delivering sales targets
• Evaluated clients' insurance portfolios and understood clients' priorities in financial planning • Provided customized solutions for clients' protection and insurance needs • Oversaw recruitment events to identify suitable candidates for the firm
• Sorted, organized and maintained files for prime brokerage asset servicing • Provided clerical support for trade clearance in nostro and vostro accounts • Collaborated with team to optimize workflow and achieve objectives.