Years of experience: 4

Investor & VCFinancial PlannerSales & BizDevInvestment BankerFinance

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Alice's Career Path
Personal Wealth MangerJul. 2024 -
Present
UOBPersonal Wealth Manger
SingaporeAs 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 stra...
Personal Wealth ExecutiveOct. 2023 -
Jun. 2024
UOBPersonal Wealth Executive
SingaporeHelping 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 de...
Vice President Brand and Marketing Development Jan. 2020 -
Dec. 2021
AIESEC in SingaporeVice President Brand and Marketing Development
SingaporeTo 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 mar...