Chooitene Chan Email & Phone Number

Singapore

• Strong knowledge in investment products i.e equities, funds, FX, structured products etc • Built strong rapport with EAM clients by providing extra mile services • Compliance with risk management, local and internal regulations• Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention• Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients’… Show more • Strong knowledge in investment products i.e equities, funds, FX, structured products etc • Built strong rapport with EAM clients by providing extra mile services • Compliance with risk management, local and internal regulations• Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention• Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients’ requirements Show less

Singapore, Singapore

•Assist Client Advisor’s day to day operations and activities.•Respond to client’s enquiries and instructions, as well as, resolving their complaints.•To provide administrative and documentation support, ensuring compliance with bank’spolicies and procedures.•To ensure timely transaction processing and service delivery of clients’ requirements.

•Self-initiated online retail business, www.babyhilarious.com, focusing on baby products such as, Baby Teethers, Necklaces, Bracelets, Bibs and Clippers.•Managing company operations. For example: stock taking, customer orders, customer enquiries, import of goods and delivery of goods.•Ideating marketing strategies. Building relationships with influencers, to advertise for the company. Managing social media platforms and interacting with customers.

• Assist with day to day operations of the Human Resource functions and duties.Assist in events registration, ushering and collating list of participants.•Provide calendar planning and travel arrangements for the Assistant Director. Manages admin matters and ad hoc request.•Conducts Minute Taking and arrange appointments, meetings and events.•Coordinates office activities and assist in planning of internal events. Such as Farewell Lunch and Health Screening.

•Manage and preserve Clients’ wealth to ensure customers meet their•Establish and strengthen long-term risks with customer through dedicated services•Handle enquiries in eld such as Investment, Foreign Exchange, Insurance and Home Loan•Proactively meet with customers to discover their financial needs and provide products and services recommendation •Achieve individual sales revenue target

•Acquire and build strong network of customers for the customer banking segment•Manage and preserve Clients’ wealth to ensure customers meet their financial objectives with tailored financial solutions •Establish and strengthen long-term risks with customer through dedicated services•Handle enquiries on Insurance.•Achieve individual sales revenue targets