• Personal Banker

    at United Overseas Bank Limited

    May 2017 - August 2019


    • Provide comprehensive financial advisory services to customer through the active promotion and cross-selling of bank products that include Unit Trust, Life Insurance, Endowment Plan, FX & Structured Deposit. • Undertake financial reviews and manage a small portfolio of clients, referring them to specialists when necessary. • Utilize standard sales techniques such as profiling, active listening, and tele-consulting to generate business. • Coordinate with branch staff and other business lines to achieve growth objectives. • Earn the client's trust by enthusiastically adhering to all required service standards and serves as role model for other branch staff. • Excellent customer post and pre service skills (both in person and on the phone) • Build strong relationships with customers by understanding their needs and helping them to make the right financial choices to meet their life goals.


  • Bachelor of Commerce

    at University of Queensland, Australia

    2013 - 2014 (1 year) State of Queensland