To obtain a position that will enable me to use my strong organizational skills, educational background, and ability to work well with people and to make a positive contribution to the organization
Geomancy, Internet & ICT, Gadget, Investing & Research, Audiophile, Gourmet & Culinary, Books.
8+ years of banking & asset management industries.
knowledge of consumer banking, cash management & asset management expertise.
Understanding of various financial platforms.
Client Relationship of Institutional & Bank Distribution
Mantain relationship with Institutional Clients & Bank Distribution
Oct 2007 - Sep 2010
Take ownership of territories annual sales, business & marketing plan.
Client relationship role for mutual fund distribution through banking channel.
Training, developing & motivating the bank branch sales as well as providing regular market information updates and trend analysis.
Create & develop contest & incentive program.
Work together with back office units to assist with policy issue and acceptance.
Apr 2005 - Sep 2007
Cash Management Officer
Responsible for identifying, analyzing, selling and supporting cash management products and services to established business customers and targeted prospective corporate clients.
Works closely with relationship officers in attaining service charge and deposit goals
Assesses customer needs and recommends effective strategies
Performs a cost benefit and risk analysis & negotiates pricing to optimize profitability of product or service solutions.
Contributes to the Bank's deposit growth strategies and goals; generates additional revenue.
2003 - 2005
Deputy Sales Manager
Active sourcing and prospecting of affluent customers & meet their financial goals.
Recruiting, training, managing & motivate the team.
To contribute to bottom-line of business unit through accomplishment of profit and growth targets
2001 - 2002
Teaching Assistant for Finance & Investment Management