Relationship Director, Resume

SUMMARY:

Extensive banking experience in various departments from lending to investment management with proven consistently successful track record across two continents & global portfolio.

TECHNICAL SKILLS:

Awarded Top Performing relationship manager for 3 and half consecutive years at ANZ Singapore & Won the highest grossing revenue at USD2.1 million for FY 2016.
Qualified for ANZ Incentive trip for top performers for 7 consecutive quarters & promoted twice in span of two years at ANZ Singapore.
Ranked number 1 Relationship Manager for revenue achievement across International Affluent Business unit in Asia Pacific Region.
Grew AUM to USD180million from USD5million in 2 years time frame.
Awarded Best Investment Sales Relationship Manager 2011 Confidential Group Confidential .
Awarded Best FX Revenue Financial Adviser 2009 Confidential .
Awarded Best New to Confidential Deposit Business Growth for 2011,2012 with Confidential .
Awarded Rising Asia Pacific Star Performer Award for Confidential Group Confidential 2012.
Awarded Outstanding Contribution Award for Confidential Confidential

PROFESSIONAL EXPERIENCE:

Relationship Director

Confidential

Responsibilities:

Advisory sales on wealth management products like mutual funds, structured deposits, ELN, ETF, bonds, DCI, FX & universal life.
Acquiring new to Confidential clients through various sources i.e. Referral, attending seminars/ events, networking.

Senior Relationship Manager,

Confidential

Responsibilities:

Underwrote and approved 12 to 15 industry specific applications per month (incl. Agri, retail, real estate, oil & gas, manufacturing, & hospitality across Confidential easily 50% higher than industry average.
Confidential lending limits up to 10million - personal and commercial.
Assist clients with services and products such as loans, cash management, interest rate swaps, letters of credit, and foreign exchange.

Financial Adviser,

Confidential

Responsibilities:

Advisory sales in Managed Funds, Bonds, Structured products, Private Placements, Options and Foreign Exchange ( FX), Superannuation, TTR and Retirement planning.
Source/develop new business from referral networks both internally and externally.
Met assigned revenue, balance sheet growth for deposits, referral and activity targets.

Branch Manager/Senior lender,

confidential

Responsibilities:

Solicit and develop new business.
Assist in the analysis and creation of financial write-up loan packages to generate new loan Clients.
Assist with mentoring and coaching loan assistants and other subordinate employees.
Actively participates in business community activities for referral networking.

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