▪ Manages DBS Offshore segment – North Asia, Vietnam, Thailand and Philippines.▪ Achieved Top Offshore Bancassurance Specialist – FY 2021, 2022▪ Awarded Brilliant Star Award (Bronze) – Q2 2021▪ Awarded Brilliant Star Award (Silver) – Q2, Q3 & Q4 2019▪ Awarded Brilliant Star Award (Gold) – H2 2019▪ Provides legacy planning strategies for HNW clients▪ Experienced in legacy planning, wealth preservation and wealth accumulation products.▪ Responsible for coaching relationship manager for successful referrals.

▪ Conducts annual reviews and analysis on universal life policies for HNW/UHNW clients and their private bankers.▪ Well-verse in transferring of policy ownership between individual, trust and PIC for clients.▪ Identify upselling and cross-selling opportunities. ▪ Responsible for all after sales services and enquires from clients, private banks and trustees.▪ Manages a portfolio of UHNW clients from Singapore, Malaysia, EMEA and North Asia.▪ Manages client due diligence (in-force HNW policies)▪ Coordinate FATCA, UK CDOT and OECD CRS requirements for various insurers.▪ Identify client’s holding structure for compliance and AML regulations for KYC reporting.▪ Worked closely with private bankers, wealth planners and international insurer to offer UHNW clients tailor-made estate planning solutions.

▪ Achieved above 100% of quarter targets.▪ Manages and develops bancassurance business in Standard Chartered Priority segment.▪ Provides legacy planning strategies for HNW clients.▪ Integrates insurance into HNW client’s portfolio as a form of diversification and stabilizer.▪ Experienced in legacy planning, wealth preservation and wealth accumulation products.▪ Responsible for coaching relationship manager for successful referrals.

• Awarded Top Insurance Specialist 2014.• Manages and develops bancassurance business in Maybank Premier Wealth segment.• Provides legacy planning strategies for HNW clients.• Experienced in legacy planning wealth preservation and wealth accumulation products.• Responsible for coaching relationship manager for successful referrals.

▪ Provides tailored investment solutions to address financial concerns of privileged clientele.▪ Acquisition of clientele via networking, referrer & tele-consulting.▪ Build and maintain long-term client relationships.▪ Ensures client’s financial needs are planned as well as covered.▪ Ensures documentation is comprehensive & compliant with best practices.▪ Keep abreast of the latest market conditions through daily market updates and financial newsprints.

▪ Provides advisory wealth solutions to client through financial needs analysis.▪ Cross-sell a full range of wealth management products.▪ Build and maintain long-term client relationships.▪ Keep abreast of the latest market conditions for client’s perusal.▪ Adhere to MAS compliance regulations through trainings and e-learning.▪ Perform due diligence checks on customers for anti-money laundering preventions.