Coco Li

Coco Li Email and Phone Number

新加坡渣打银行|大中华地区贵宾私人理财投资业务开设离岸账户，请联系微信: moonsheep1118 @ Standard Chartered Bank
london, england, united kingdom
Coco Li's Location
Singapore, Singapore
About Coco Li

Coco Li is a 新加坡渣打银行|大中华地区贵宾私人理财投资业务开设离岸账户，请联系微信: moonsheep1118 at Standard Chartered Bank. She possess expertise in leadership, powerpoint, anti money laundering, accounting, wealth preservation planning and 20 more skills.

Coco Li's Current Company Details
Standard Chartered Bank

Standard Chartered Bank

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新加坡渣打银行|大中华地区贵宾私人理财投资业务开设离岸账户，请联系微信: moonsheep1118
london, england, united kingdom
Website:
sc.com
Employees:
76090
Coco Li Work Experience Details
  • Standard Chartered Bank
    Senior Relationship Manager
    Standard Chartered Bank Sep 2021 - Present
    Singapore
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  • Aia Singapore
    Financial Services Consultant
    Aia Singapore Feb 2020 - Sep 2021
    Singapore
    Holistic financial planning, cash flow management, wealth management.
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  • Kgi Securities (Singapore)
    Wealth Advisor
    Kgi Securities (Singapore) Jul 2019 - Jan 2020
    Downtown Core, Singapore
    Provide comprehensive one stop financial services to clients through wealth management products which include insurance, unit trusts, fixed income and structured products. As part of portfolio construction and re-balancing, to cross-sell brokerage, futures & forex products.
  • United Overseas Bank Limited (Uob)
    Personal Banker
    United Overseas Bank Limited (Uob) Oct 2018 - Jul 2019
    Orchard, Singapore
    Deepen relationships with new and existing clients including high net worth and affluent clients by actively understanding their financial needs and providing them with timely information, advice and recommendations to fit their banking requirements, secure sales and cross-sell wide range of consumer banking and investment products such as insurance, structured deposits and unit trusts.
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  • Rhb Singapore
    Relationship Manager
    Rhb Singapore Jul 2017 - Sep 2018
    Downtown Core, Singapore
    Build and enhance strong referral business with intermediaries for mortgage, universal life premium financing and unsecured loans.
    View

Coco Li Skills

Leadership Powerpoint Anti Money Laundering Accounting Wealth Preservation Planning Human Resources Sales Wealth Management Services Strategic Planning Bank Reconciliation Account Reconciliation Life Insurance Microsoft Word Microsoft Excel Wealth Accumulation Customer Service Pre Sales Consulting Invoicing Budgets Management Project Management Health Insurance Accounts Payable Accounts Receivable Payroll

Coco Li Education Details

Frequently Asked Questions about Coco Li

What company does Coco Li work for?

Coco Li works for Standard Chartered Bank

What is Coco Li's role at the current company?

Coco Li's current role is 新加坡渣打银行|大中华地区贵宾私人理财投资业务开设离岸账户，请联系微信: moonsheep1118.

What schools did Coco Li attend?

Coco Li attended Oxford Brookes University.

What skills is Coco Li known for?

Coco Li has skills like Leadership, Powerpoint, Anti Money Laundering, Accounting, Wealth Preservation Planning, Human Resources, Sales, Wealth Management Services, Strategic Planning, Bank Reconciliation, Account Reconciliation, Life Insurance.

Who are Coco Li's colleagues?

Coco Li's colleagues are Vivek Pande, Divya Rathi, Nauman Qureshi, Roshan Nishantha Nishantha, Mohan Raj Joshi, Josephine Ng, Syed Shahid.

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