Annabel Zhou Email & Phone Number

Singapore

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to all client enquiries and instructions and provide resolution to most issues and requests.
• Monitor transactions and activities in client accounts
• Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
• Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
• Coordinate with Product Groups, Operations and other functional areas as necessary

Singapore

• Provide complete service support to client, including solving complex client inquiries.
• Provide day to day support to RMs on documentation such as account opening and closing, loan disbursals, etc
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Assist RMs to claim for gifts/meals for clients on special occasions i.e. Birthdays, Festivals, golf day.
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Assist the Banker in deepening the existing client relationship through deep-dive analysis

Citibank Singapore

Handling of the entire life cycle of Strutured Products- Market Linked Instruments via TPS2.Checking and authorizing Accounting Entries for settlements, upfront fees, pre-terminations.SettlementsPreterminationsCorporate ActionsPrivate Client assignmentsNostro, Compen, IntergroupDaily Proofing - Made sure GL and SL balances matchsending SWIFT.

3 Changi Business Park Crescent, 486026, Tower 2

 Adhering to strict cut off times for batching of different Unit Trust funds by RIO (Regional Investments Ops), making sure there would not be any negative impact to Citi's business. Checking of Unit Trust Subscription and Redemption Forms sent through Citi’s system(NorthStar), making sure customers meet the guidelines in accordance with compliance.

3 Changi Business Park Crescent, 486026, Tower 2

 Training the Chennai Deposit Team in Time deposits and Incoming functions making sure migration to Chennai is 100% successful. Time Deposit account processing (Establishment, Lateral/Internal Transfers between 3rd and Total 3rd parties. Account maintenance/Closure/Redemption on maturity) Transferring of returns from Bonds/Mutual funds into customers’.

108 Robinson Rd, Singapore 068900 6341 5300

 Keying in of information through policy documents of policyholders into company’s system for updates in policy renewal,endorsements and new policies. Printing the summaries of aggregated policies that belong to individual financial advisors. Scanning and sorting of policy documents to the respective Financial Advisors pigeon holes. Mailing of.

50 Kaki Bukit Place #07-01 Jean Yip Building Singapore 415926

 Performed bank reconciliation, matching of cash receipts pouched in from the branches with the amounts deposited in the bank Investigating of any shortfalls or excess after performing the reconciliation, making sure amount on receipts and in the bank tally. Audit branch sales making sure that there are no discrepancies between the balances recorded in.

Bachelor’S Degree, Banking And Finance, Second Class Honors (Upper Division)

 Microeconomics  Introduction to Banking and Finance  Human Resource  Corporate Finance  Investment Management  Financial.

Diploma, Accounting And Finance

Activities and Societies: Class Chairman (year 3) Class Social Representative (Year 2) Class Treasurer (Year 1) Accounting and Finance Sub.