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Work Background
Personal Wealth Manger
UOBPersonal Wealth Manger
Jul. 2024SingaporeAs a Personal Wealth Manager at UOB Bank, I specialize in providing personalized financial solutions to help clients grow and protect their wealth. My role involves offering expert advice on investments, insurance, and banking products tailored to individual financial goals. I build strong, long-term relationships by understanding clients' needs, identifying opportunities, and delivering strategic wealth management plans. Committed to excellence, I stay updated on market trends to provide insightful guidance, ensuring clients achieve financial success with confidence.
Personal Wealth Executive
UOBPersonal Wealth Executive
Oct. 2023 - Jun. 2024SingaporeHelping clients achieve their financial goals. This includes providing tailored wealth management solutions, investment advisory services, and banking products to meet individual needs. The role involves building strong client relationships, identifying opportunities for financial growth, and ensuring excellent customer service. By staying updated on market trends and financial products, I deliver strategic guidance to enhance clients' financial well-being while upholding UOB’s commitment to trust and excellence.
Vice President Brand and Marketing Development
AIESEC in SingaporeVice President Brand and Marketing Development
Jan. 2020 - Dec. 2021SingaporeTo support and drive the marketing function for organization. • Managed the team of 7 members to coordinate mailings,marketing materials and content creation in social media platforms like Instagram and Telegram • Contributed to conduct marketing campaigns on platforms for national conferences and create the merchandise logo using Canva. • Analyzed past marketing initiatives and conducted market research to revamp the current process to keep readers and attract new ones.
Sales Representative
XXME PINNACLESales Representative
Sep. 2018 - Apr. 2019Ho Chi Minh City, VietnamWorked as a sales person for local clothing brand store. • Assisted mid-level and senior sales representatives generating leads, and maintaining customer relationships. • Exceeded sales goals in every quarter since being hired at the company. • Worked well in a fast-paced environment.
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