BNP Paribas Wealth Management Singapore BranchRelationship Manager | Marketing Assistant
Jun. 2008 - Aug. 2012Singapore · On-siteSuccessfully developed, managed, and maintained comprehensive relationships with HNWI and Asset Managers. Proactively anticipated the intricate financial needs of clients, providing tailored solutions through an extensive range of products, services, and tools. Oversaw account activities, including account openings, KYC support, coordinating with legal, compliance and finance, trading accounts and account funding with a seamless, white glove experience. - Acquisition of an UHNW client with total net worth of USD100+ million, including a marketing trip to Hong Kong on my own whilst in the position of Marketing Assistant - Supported the RM in managing one of the bank’s largest clients with a portfolio of EUR30+ million
Within 2 months, established strong relationships with key clients that resulted in significantly higher trade volume (every week was another new record for the team due to customer-centric approach) - Placed daily orders with the night desk on behalf of trading clients who chose our platform thanks to our level of service - Scaled external communication process Improved efficiency of external communication which reduced paper work for order placement and confirmation by 85%