OCBC BankPremier Relationship Manager
Jun. 2014 - May. 2015Collaborated with premier clients to explore financial condition, evaluate financial requirements, and define financial short-term objectives and long-term goals. Created and recommended customized strategies utilizing bank investment tools such as bonds, trusts, dual currencies; insurance products for endowments, asset protection, and legacy planning; and equity linked loans. Advised AUM clients on portfolio-impacting market changes. Executed initiatives to acquire new clients and develop new business opportunities. Ensured compliance with industry regulations and corporate policies and delivered high-quality customer services.