Marilyn Lie Email & Phone Number

Singapore

Singapore

Singapore

• Served as Assistant to Executive Director consultant in the end-to-end sales process i.e. attending initial client medical appointments/meetings, case discussion meetings with bankers/credit/trust administration team and case submission to inception.• Liaise with consultants, bankers, wealth planners and High Net-Worth(HNW) clients for medical and financial underwriting requirements to structure the case proposal.• Preparation of client-specific power point presentations for complex products e.g. Variable Universal Life (VUL)• Work with consultants on client servicing e.g. annual policy reviews to ensure clients are updated of policy changes etc.• Work closely with the internal departments including the New Business Team and the Inforce Team for trust administration matters e.g. transfer of ownership etc.

Singapore

· Served as the primary point of contact for Private Banking clients and provide administrative, operational and customer service support for Private Banking Relationship Managers (“RMs”).· Responsible for on-boarding new client relationships, new account applications, and AML requirements, receiving incoming client contact, handling client inquiries and providing product information to clients upon request.· Initiate administrative, operational, and documentation tasks and monitor documentation for loan portfolios, maintain client and prospective client databases and prepare and analyze client profitability reports.· Identifying opportunities for expansion of relationships through delivery of the broad set of the banks services and capabilities with existing clients alongside the respective RMs.· Played an active role in new sales and client retention by monitoring client records to identify client needs, sales opportunities, and revenue enhancement opportunities.

* Active acquisition of customers in the emerging affluent segment and maintaining long term customer relationships* Driving revenue growth by providing optimal solutions for wealth management and reviewing assigned client base to enhance product penetration* Strong understanding and experience in idea generation for investments specific to affluent investors including mutual funds and insurance* Ability to rapidly integrate product knowledge, internal policy and market conditions to provide flexible advisory and illustrate to stakeholders* Skilled and efficient execution of portfolio strategies across various asset classes* Possess knowledge and immediate experience of relevant KYC, AML and internal policies pertinent to the industry

* Provided excellent sales, relationship management and account opening and closure support and ensuring completion of documentation requirements to a team of Relationship Managers for more productivity in acquiring, deepening and broadening existing and potential relationships* In charge of preparation of credit proposals for submission for approvals* Partnered various internal and external stakeholders to ensure transaction processing and service delivery of clients’ requirements, acted as key client contact over initiation of clients’ inquiries on account documentation, account balances, account activity, statement information, securities transfers, security, product and/or service information and ensure prompt follow-up* Monitored client transactions; generate reports related to client activities, capable of advising and resolving most client issues and requests with understanding of basic mechanisms of common financial products and service and coordinated with product groups, operations and other functional areas, maintained records of client accounts and transactions* In charge of receiving and executing trade orders in a timely and accurate manner while adhering to the Bank’s MAS regulatory requirements and achieving compliance standards at all times* Liaised closely with the Relationship Managers, their clients/prospects, advisors and referral sources and other support groups in the business