Experience

  • Cluster Product & Business Development Manager

    at Great Eastern Life Assurance Co Ltd

    September 2017 - at Present

    Singapore

    Contributed to the growth of my cluster achieving $192 million in sales and 13.1% growth in business by creating multiple sales incentives to increase morale of sales force to further drive sales. Formulated unique marketing strategies and action plans to increase sales. Drove sales with tactical challenges and campaigns. Heavily involved in generating and producing daily MIS reports using Qlikview for management and assessment of quarterly trends and projections. Provided support to all agency representatives regarding product related queries in a timely manner. Presented key sales propositions on a wide array of products and policies to help drive sales and increase growth in the business. Assisted in running the High Net Worth Club, equipping and educating agents targeting the High Net Worth market segment with the emphasis on selling high-end policies and products. Tasked to do Regional Training for representatives in our Brunei office.

  • Account Control Analyst

    at JP Morgan Chase Private Bank

    October 2016 - September 2017

    Singapore

    In charge of the dissemination and monitoring of all onshore and offshore tasks and processes to various teams. Identified key areas that hindered productivity and remedied the cause leading to an increase in overall productivity. Handled account opening, account maintenance and restrictions, AML risk review, hedge fund and private equity redemptions, KYC documentation review, Periodic Review due dates, Source of Wealth validation and Transaction Monitoring. Performed a Maker Checker Role by reviewing and validating documents to ensure proper administration of client static data. Tasked with the creation of management level reports to assess multiple team statistics, capacity, productivity, KYC maintenance, risk level review and monitoring of Periodic Review due dates. Maintained and managed Sharepoint & Tableau for use between multiple stakeholders

Education

  • Bachelors

    at University at Buffalo

    2014 - 2016 (2 years) Singapore

Languages

  • English Native

  • Chinese Negotiation

Hives