A successful career in Customer Relationship Management and Business Development spanning over 18 years. Covering various business from banking, insurance, financial to Information Technologies.

Experience

  • Senior Manager, Business Development (Partnership)

    at PHILLIP SECURITIES PTE LTD

    April 2019 - December 2019

    Singapore

     Managing full recruitment process including recruitment advertising, sourcing,shortlist screening and interviewing candidates  Spearhead and execute recruitment strategies for multi license representatives (financial advisor/stock broker/portfolio manager)  Cluster Management of Financial Advisory teams (recruitment, sales activities, compliance, etc.)  Marketing and business development of the Wealth Management Role and Phillip “Franchise” Model.  Manage recruitment platforms through job portals, roadshows and career presentations  Manage stakeholders by fostering clear communication internally and externally

  • Business Development Manager (WSG Career Trial)

    at ASHLEIGH IVORY PTE LTD

    January 2019 - March 2019

    Singapore

     Identify & solicit new leads & prospect through cold canvassing, phone calls and business networking  Prepare & conduct presentation proposals & contracts to potential prospects  Account servicing, deliver consistent & qualify services to customers & resellers  Manage & motivate resellers to meet the targets per month  Identify competitor and market intelligence for analysis & strategic marketing

  • Premier Relationship Manager, Assistant Vice President 5, Premier Banking

    at OCBC BANK LTD.

    September 2011 - December 2017

    Singapore

     On-boarding of New-to-Bank (NTB) high net worth customers and service existing portfolio of customers  Understand customer needs, attend to customer enquire on time, handle complaints and maintain good relationship with customer  Serve as the lead point of contact for all customer account management matters  To proactively manage and develop relationship with allocated portfolio of customers that assist in revenue generation  Analyst customer needs and liaises between customers and internal staff  Implement appropriate solutions to address customer queries and resolve customer relationship management conflicts

  • Premier Relationship Manager, Premier Banking

    at OCBC BANK LTD.

    August 2008 - August 2011

    Singapore

     Proactively identify new customers to perform sales of bank wealth management products and service and grow relationships that assist in revenue generation  To proactively manage and develop relationship with allocated portfolio of customers  To develop and implement strategies and tactics to increase revenue flow  Review customer needs to enhance offering and competitiveness  To meet and exceed monthly revenue and sales targets

  • Relationship Manager, Consumer Banking

    at DBS BANK LTD.

    April 2005 - July 2008

    Singapore

     Perform sales of bank wealth management products and services and grow relationships that assist in revenue generation  Meet up potential customers for new business, developing and maintaining relationships  Engage in targeted conversations that steer customers to solutions that address their needs  To meet and exceed monthly revenue and sales targets.

  • Financial Advisor

    at MANULIFE (SINGAPORE) PTE LTD.

    June 2002 - March 2005

    Singapore

     Identify new business and grow relationships that assist in revenue generation  Meet up potential customers for new business, developing and maintaining relationships  To develop and implement strategies and tactics to increase revenue flows  To meet and exceed monthly revenue and sales targets.

Education

  • Module 1 - Foundation in Financial Planning

    at FINANCIAL PLANNING ASSOCIATION OF SINGAPORE (FPAS),

    2007 - 2007 (1 year) Singapore

  • Module1B

    at THE INSTITUTE OF BANKING & FINANCE

    2006 - 2006 (1 year) Singapore

  • CLI, ILP, FNA, M6A, M8, M8A, M9A, HI

    at SINGAPORE COLLEGE OF INSURANCE

    2002 - 2002 (1 year)

  • B.Eng. (HONS), Electrical and Electronics Engineering

    at HERIOT-WATT UNIVERSITY

    1996 - 1998 (2 years) Edinburgh

  • Diploma in Electrical Engineering

    at SINGAPORE POLYTECHNIC

    1991 - 1994 (3 years) Singapore

Languages

  • English Negotiation

  • Chinese Negotiation

Hives