Jesse Loo Email & Phone Number

Works with network with managers, Centre directors and market heads to improve the Wealth Relationship Manager’s capability and performance.Supplements the capacity and capabilities of network managers, Centre directors and market heads to assist in developing Wealth Relationship Managers that are able to provide an outstanding customer experience to our valuable UHNW clients.Focus on supporting the on-boarding and development of new Relationship Managers and or improving the productivity of the Relationship Managers.Work closely with Private Bank's Relationship Managers' line managers and the coaching focuses on one or multiple subjects or disciplines such as insurance solutions, investment solutions, financial planning, portfolio management, client skills.Focuses on coaching Front Office or multiple subjects. The scope of this role will be reflected in the range and depth of the subjects or disciplines the Coach is expected to cover and the scale of productivity uplift required for the market.The role has no direct reports nor does it directly manage any client relationships.Requirements:Knowledge of relevant regulatory governance in marketKnowledge of local and Group compliance regulationsProven ability to multi-task in a fast paced work environment and prioritize work assignmentsDegree of uplifting of wealth capabilities both amongst network managers and Wealth Relationship Managers within the short to medium termTransformation required of Wealth business globally on client segmentation, wealth tools and platforms, products capabilities.Ability to work with Wealth Relationship Managers remotelyAccreditation in CMFAS Modules 1B, M5, M6, M6A, M8, M8A, M9 and M9A.

Singapore

My work description here involves with related members' enquiry & action for various compliance issues involving trust assets, businesses of related licensed office, as well as solicitor-related enquiry that require case management.Responsibilities:Greet and welcome walk-in Members Of Public at Minlaw and preferred division platform counters.Facilitate and ensure smooth flow of traffic at the Concierge countersPerform customers’ requests, transactions and concerns promptly and with courtesyExplain, by giving legal information by listening to level one issues to determine simple to complex problems for correct division case work and services.Support divisional platform by referring customers' enquiries. Handle internal calls as well as to handle and resolve customer complaintsProvide customers with product and service information on Minlaw legal aspects of case clearing and solutions.

Being a function of the private wealth department, the family office is the goodwill action arm of the non-banking function. Most duties are to stand up as front office to interface clients' needs remained in the six pillars of the banking heritage.

Accounts Opening and Retail Investment Services

Bachelor Of Business Administration (Bba), Development Economics And International Development

Yes, Economics/Marketing/Politics

I did alot of cooking and hosting new sophomore students at university fellowships especially those from West & East Malaysians to focus.