Gavin Lee

Experience

• 

  United Overseas Bank Limited (UOB)

  Dec 2013 - Mar 2017

  • Provide sound financial advice to clients according to their needs and provide excellent after sales services to build long term relationship• Understanding and advising on Unit Trusts and Insurance.• Understand and abide by financial regulatory requirements throughout the selling process• Screen and identify clients with sales potential through various methods (eg. Telemarketing and tagging of walk in customers)• Ensure no documentation errors are committed in the selling process• Cross-sell personal and mortgage loans Show less • Perform daily branch operations with strong operational knowledge• Handle Corporate customer service issues• Account opening for Corporate & Personal customers• Perform due diligence on AML perspective on a daily basis• Assess and justify Corporate & Personal account opening eligibility• Perform daily reporting & report checking• Provide excellent customer service• Ensure all operational transactions are executed expeditiously and with minimum error• Answer general enquires• Actively Cross-sell bank products• Generate leads to sales personnel by identifying sales opportunities• Cash Handling Show less

  • Personal Banker

    Mar 2016 - Mar 2017

  • Customer Service Officer

    Jul 2014 - Mar 2016

  • Associate Officer

    Dec 2013 - Jul 2014
• 

  DBS Bank

  Mar 2017 - Mar 2019

  Relationship Manager

  • Maintaining of bank to client relationship via servicing and rapport building• Provide sound financial advice to clients according to their needs and provide excellent after sales services to build long term relationship• Understanding and advising on Unit Trusts on Insurance• Understand and abide by financial regulatory requirements throughout the selling process• Perform due diligence on AML perspective on a daily basis• Screen and identify clients with sales potential through various methods (eg. Telemarketing, roadshows and tagging of walk in customers)• Ensure no documentation errors are committed in the selling process• Cross-sell personal and mortgage loans• Provides excellent customer service to clients for relationship building Show less

• 

  AIA

  Jul 2019 - now

  T&C Manager