Jimmy Shir

Experience

• 

  Citi

  May 2008 - Dec 2010

  - Managed a regional portfolio of MNC client service relationships and ensure clients are satisfied with and trained on bank’s products and services- Acted as key client contact in the overall service relationship, partnering closely with RM, Sales, IM and Product to bring a cohesive support structure and responsiveness to the client- Held meetings with clients to discuss their service issues, review the bank service performance and find out business opportunities- Held seminars to promote Corporate Card to various Hong Kong Government bureaus/departments Show less

  • Regional Service Manager, Global Transaction Services

    Mar 2010 - Dec 2010

  • Customer Service Officer, Global Transaction Services

    May 2008 - Feb 2010
• 

  DBS Bank

  Apr 2011 - Jul 2017

  - Assist Branch Business Manager to lead, coach and develop a team of sales staff- Assist branch manager in collating daily sales, preparing team monthly sales target and implementing activities- Enhancing banking relationships with existing customers by providing advisory services on investment/insurance and asset products, i.e. structured deposits, unit trusts, treasury products, insurance via the phone or in person- Takes full ownership of customers’ requests and ensure complete customer satisfaction in problem resolution Show less

  • Branch Business Manager

    Nov 2015 - Jul 2017

  • Assistant Business Manager

    Feb 2014 - Oct 2015

  • Senior Relationship Manager

    Apr 2011 - Jan 2014
• 

  UOB

  Jul 2017 - now

  Provide financial advisory services as well as customised investment solutions and legacy planning to HNW and UHNW clients in North Asia market.

  • VP Senior Client Advisor, UOB Private Bank

    Jun 2023 - now

  • VP Senior Client Advisor, Privilege Reserve, North Asia

    Oct 2021 - Jun 2023

  • VP Client Advisor, Privilege Banking, North Asia

    Feb 2020 - Sept 2021

  • AVP, Client Advisor, Privilege Banking, North Asia

    Jul 2017 - Jan 2020