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Joanna Siew

Joanna Siew

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location of Joanna SiewSingapore

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  • Timeline

  • About me

    Client Service Officer at EFG Bank AG, Singapore Branch

  • Education

    • Curtin University

      2002 - 2004
      Bachelor's degree Finance and Marketing

  • Experience

    • CIMB Securities (Singapore) Pte Ltd

      Jan 2006 - Jan 2013

      Handling approx 60-70 Trading Representatives. Main roles include risk monitoring of clients and contra loss management.

      • Assistant Manager (Credit)

        Jan 2009 - Jan 2013

      • Associate (Client Services)

        Jan 2006 - Jan 2009

    • EFG Private Bank

      Jul 2013 - now
      Client Service Officer, AVP

  • Licenses & Certifications

    • Client Advisory and Competency Standards Paper 1 & 2

      The Institute of Banking & Finance Singapore