The Heritage Partnership is a Partner Practice of St. James’s Place Wealth Management, a UK FTSE 100 company and one of the most respected wealth management organisations in Asia.The St. James’s Place Wealth Management Group guarantees the suitability of the advice given by The Heritage Partnership when recommending any of the wealth management products and services available from companies in the group. This simply gives you reassurance and peace of mind when planning your financial future.

Main job scope of monitoring, reporting and advocating continuous improvements for client’s banking journey.I was in charge of mainly handling the accounts, prospects and relationships of priority banking clients such as those of politically exposed persons and high network individuals with accounts valued from $200K - $1.4M. Moreover, I assist in Client Due Diligence (CDD) and Know Your Client Reviews (KYC) by gathering the information required.Due to my expertise and experiences, I was also assigned to develop and update staff development content such as RSM trainings and e-learnings to ensure alignment of the staff to the business.On a monthly basis, I handle an average of $300K for fixed deposit and $200K for funds top up.My job highlights and achievements are:★ Making a total of approximately 1300 connections thus far consisting of politically exposed persons and priority banking clients mostly based in Australia, Europe and US★ Proposing a one-time alternative verification process using the client's neighbor's phone to video call for remittance from Singapore Account to Bangladesh Account due to the inability of the client to have his personal phone for verification★ Initiating an improvement to the newly implemented client chat system whereby notifications that are automatically sent to the clients will be read by the Relationship Service Manager to prevent the sending of unrequired messages★ Persuading clients to top up amounts ranging from $200K - $500K to their accounts during promotions★ Award winner of CEO Service challenge 2020★ Achieving EXSA (silver) award 2019

Worked as SG Customer Centre Senior Officer in the Technology and Operations departments with the main job scope of answering to all phone enquiries on credit card products, accounts and services, and ensured customer service satisfaction. During the job, I was specialized in providing assistance pertaining to unsecured lending.My job highlights were:★ Assisting in developing voice biometrics system project★ Proposing an increase in credit card limit for a client with urgent hospitalization bill★ Assisting mass market clients to resolve their banking needs

I was recruited by DBS Bank as a Service Executive in the Consumer Banking Group as my first job in the banking industry. My main job scope was to handle high volume of over-the-counter transactions and assist in customers’ enquiries to achieve g total customer satisfaction. In addition, I was tasked to prospect and introduce customers to the Bank’s products and services.

Worked in the real estate industry as a Business Development Manager. As a Business Development Manager, I had to pursue the continuous business growth for the company by setting and ensuring the achievement of KPI sales.My job highlights were:★ Achieving a KPI of producing 50 leads per month, 5 of which are converted with 1 of them purchasing a private property★ Proposing the employment of a team of tele-marketers to boost the agent’s advertisement which resulted in an increase in sales numbers, enabling to agent to be awarded with the top 10 achievers within the organization in 2014-2016