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Leonard Quek is listed as Senior Financial Consultant at GEFA | Experienced Banking & Finance Professional at Great Eastern Financial Advisers Private Limited, a company with 602 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a work email signal at ocbc.com and a matched LinkedIn profile for Leonard Quek.
Leonard Quek previously worked as Senior Financial Consultant at Great Eastern Financial Advisers Private Limited and Financial Consultant at Great Eastern Financial Advisers Private Limited. Leonard Quek holds Bachelor Of Science, Information Systems And Management from University Of London.
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I began my journey in Banking and Finance with Citi in 2005, building a strong foundation rooted in service and integrity. Over the years, I’ve honed my expertise across various fields—from Customer Service and Banking Operations to Credit Assessment and High Net Worth Wealth Management.Now, as a Senior Financial Consultant, I’m proud to bring the same level of care and professionalism to clients from all walks of life. I focus on safeguarding their financial future, ensuring they’re protected while aligning their investments with their goals. Helping my clients achieve peace of mind and reach their aspirations has been the most rewarding part of my career.I’m always eager to connect with like-minded individuals who share these values. If this resonates with you, feel free to drop me a message!
Listed skills include Microsoft Office, Banking, Relationship Management, Retail Banking, and 18 others.
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Singapore
Developed customized financial plans for both individuals and companies, addressing key areas such as health insurance, retirement, wealth management, and investments. Ensured that each plan was tailored to the specific needs and goals of the client, offering strategies that aligned with their financial objectives and long-term aspirations.
Grew the size and wealth of a portfolio of High Net Worth customers – more than 200 customers, total net worth of S$40 million.Provided advisory to meet the investment needs and objectives of clients through a comprehensive suite of investment, bancassurance and treasury products.Provided superior customer satisfaction and strengthen relationships with.
Deputy Team Leader from February 2014, assisting in leading and monitoring the performance of the team.Grew the size and wealth of a portfolio of High Net Worth customers – more than 1200 customers, total net worth of S$200 million, average AUM S$200,000 and above.Provided advisory to meet the investment needs and objectives of clients through a.
Developed strong customer relationships and built customer loyalty through consistent delivery of error-free and timely service to meet customer needs.Familiar with Know-Your-Customer (KYC) and Anti-Money Laundering (AML) verifications.Managed a portfolio of foreign clients under pre-defined rules of engagement restrictions and assist them with their.
Handled customers’ complaint escalations.Coached officers from feedback on their daily work.Maintained adherence of officers’ availability on service platform.Empowered to assess and grant financial waivers as well as temporary credit line extension.Managed a team of 15 officers on productivity and work quality.Supported implementation of new technologies.
Chosen to mentor CSOS Johor Bahru call centre from January to March 2007. This included:Sharing knowledge on banking products and procedures with CSOS officers and supervisors;Coaching CSOS supervisors on roles, responsibilities, products and procedures;Participating in regional Asia Pacific call calibration;Call evaluation on CSOS officers’ calls for.
Handled call-in customers’ enquiries on account information and promotions.Execute customers’ call-in instructions for financial transactions and account maintenance.Liaised with various other departments directly or through a central problem management system to resolve problems with accuracy, professionalism and sincerity.Able to provide Internet.
Other employees you can reach at greateasternfa.com.sg. View company contacts for 602 employees →
Yao Feng
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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NS
Novy Stan
Colleague at Great Eastern Financial Advisers Private Limited
Selangor, Malaysia, Malaysia
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GC
Goh Chin Bin Dion
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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CL
Chanel Lee
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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ZH
Zhongyong Huang
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore, Singapore
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CC
Chris Chan
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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CT
Camelli Tang
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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LH
Lim Hui Mei
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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WH
Wen Huey Khor
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore, Singapore
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ZW
Zhenghui Wong (Cfp®)
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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Activities and Societies: Outdoor Activities Club (ODAC) Executive Committee Member
Activities and Societies: President, Gardening and Landscaping Club Hockey 'A' Division Team English Drama Club Member
Quick answers generated from the profile data available on this page.
Leonard Quek works for Great Eastern Financial Advisers Private Limited.
Leonard Quek is listed as Senior Financial Consultant at GEFA | Experienced Banking & Finance Professional at Great Eastern Financial Advisers Private Limited.
AeroLeads has found 1 work email signal at @ocbc.com for Leonard Quek at Great Eastern Financial Advisers Private Limited.
Leonard Quek is based in Singapore, Singapore, Singapore while working with Great Eastern Financial Advisers Private Limited.
Leonard Quek has worked for Great Eastern Financial Advisers Private Limited, Ocbc Bank, Dbs Bank, and Citi.
Leonard Quek's colleagues at Great Eastern Financial Advisers Private Limited include Yao Feng, Novy Stan, Goh Chin Bin Dion, Chanel Lee, and Zhongyong Huang.
You can use AeroLeads to view verified contact signals for Leonard Quek at Great Eastern Financial Advisers Private Limited, including work email, phone, and LinkedIn data when available.
Leonard Quek holds Bachelor Of Science, Information Systems And Management from University Of London.
Leonard Quek is listed with skills including Microsoft Office, Banking, Relationship Management, Retail Banking, Wealth Management, Cross Selling, Mutual Funds, and Risk Management.
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