April Wagner Email & Phone Number

Singapore

Singapore

Singapore

- Assisted Senior Private Banker within the NRI team.- Forged intimate and reliable relationships with clients through prompt and consistent follow-up on all client issues.- Book size at its largest was approximately CHF 400 million. - Experienced in all aspects of client services such as account onboarding, AMLS, KYC reviews, payments, corporate actions, order placements, securities transfers, client suitability. - Embarked on Junior Relationship Manager programme in July 2018.- Portfolio and investment strategy discussions with clients.- Strength in managing and liaising with UHNW / HNW / UHNW Individuals / Family Offices / Institutional / Fund Managers) spanning across the Indian subcontinent, Pakistan, Sri Lanka, Southeast Asia, Middle East, Africa and United Kingdom

Singapore

- Assisted 2 Private Bankers with total book size of approximately USD 500 million.- Client book consisted of UHNWI/UHNW Family Offices from Singapore and Southeast Asia segments. - Handled client inquiries, order placements, loan rollovers and administrative matters such as account opening, order placement, payments and periodic reviews. Notable Achievements:- Independently cleared all periodic reviews.- Acknowledgement and appreciation of high service level and efficiency from clients and colleagues alike.- Zero error rate on documentations and operational losses.

Singapore

- Ran a book of approximately 250 clients within the onshore mass affluent segment.- Based at HSBC’s flagship branch at Collyer Quay.- Responsible for garnering revenue from insurance, investments and credit products.Notable Achievements:- Consistently achieved quarterly targets.

Singapore

- Worked within the consumer banking sales team for the East zone. - Responsible for garnering sales of insurance, investments, mortgage and credit products. - Responsibilities also included front‐line customer service at the branch for account-opening, telegraphic transfer applications and handling of service breakdown issues. Notable Achievements:- Achieved CHF 550,000 in annual premium for insurance products and CHF 7 million in annual business for investment products.- Winner of the Aviva Top-of the-Table award for 3 consecutive quarters of 2008.- Winner of Aviva Dubai Sales Convention in Q12009.- Consistently achieved at least 150% of sales target and was one of the main contributors (40-50%) to the overall team sales revenue.- Lowest error rates for documentation.

Singapore

- Responsible for garnering insurance sales and maintaining client relationships.- A hunter role that required building a portfolio from scratch. - Consistently achieved personal monthly targets of above CHF 30,000 (annual premium).- 1st runner‐up for Rookie of the Year.

Singapore

- Responsible for managing and maintaining client relationships, reporting directly to the Managing Director.- Established sales opportunities with new investors. - Assisted in the analysis and execution of transactions, mainly in the equities market.

Bachelor'S Degree, Arts & Social Sciences, Cap 3.67

Gce A Levels, 3 As