Zack Xie

Experience

• 

  National Service

  Jun 2005 - Jun 2007

  Combat Engineer Officer

  Commissioned as a Combat Engineer Officer on the 10th June 2006. Assisted in coordinating the operating system in the whole of Nee Soon Camp.IT Skills MS OfficeMS Project

• 

  AIA

  Aug 2007 - Apr 2008

  Financial Consultant
• 

  OCBC Bank

  Apr 2008 - May 2012

  Personal Financial Consultant

  Achieved monthly Star Awards & Top 35 in Achievers' Listing March 2012. Knowledgeable in both operation and sales process in OCBC Bank.Consistently met sales target assigned to each individual banker.Capable of working in an independent environment with self-discipline.

• 

  United Overseas Bank Limited (UOB)

  Aug 2012 - Nov 2014

  Client Advisor

  Able to converse well with High-Net-Worth clients and understand their needs to provide them with a sound solution.Executing instructions from clients and responding to customers’ requests promptly.Analyze customer’s financial needs and recommend suitable products, seeking sales opportunities and asking for referrals.Build effective relationships with clients to retain and develop sustainable relationships.

• 

  HSBC Retail Banking and Wealth Management

  Nov 2014 - Jun 2017

  Premier Relationship Manager

  Achieved Global Staff Recognition Award, Gold Standard Customer Due Diligence Award and EX-SA 2016 STAR Award.Attend to client service requests through the telephone and email, on both service and sales matters. Executing instructions from clients and responding to customers’ requests/queries and complaints promptly.Meet the target number of sales calls closure ratio as per contact strategy, tracking revenue and sales figures/gaps for the various products.Analyze customer’s financial needs and recommend suitable products, seeking sales opportunities and asking for referrals.Build effective relationships with clients to retain and develop sustainable relationships.Order taking of securities for SGX and HKS via Bloomberg. Show less

• 

  Income

  Jun 2017 - Jul 2023

  Sales Manager

  Effectively execute the sales plans and strategies set by the management to achieve the sales targets for individual team.Maintain a team of highly motivated Financial Consultants to maximise the sales productivity and to monitor their performance to ensure the development of their full potential.To ensure that high quality service standards are carried out by the Financial Consultants and sales are conducted in the accordance to the regulations prescribed by the authoritative bodies.Implement department objectives, policies and procedures and to coordinate the sales selling cycle and methodology.- Signature Class Qualifier under Manager Category for Year 2019, 2021 and 2023. - Elite Recruitment Club Achiever 2023 - IBF Advanced Level 3 Certified in Year 2022 - Agency Management Training Course (AMTC) Certified in Year 2020 - Effectively execute the sales plans and strategies set by the management to achieve the sales targets for individual team Show less

• 

  DBS Bank

  Jul 2023 - Jun 2024

  Team Head

  Responsible for hiring, skilling and coaching a team of wealth planning managers to actively drive customer engagement activites focusing on holistic financial planning.Ensure needs-based approach, comply with FA Act, Fair Dealing and adhere to both internal and external regulatory requirements and policies.Act as a single point of accountability for the assigned team and responsible for the overall business performance, business quality and customer satisfaction.Ensure effective use of resources; create a high performance culture through motivation, training, development of the team members. Show less

• 

  Income Insurance Limited

  Jun 2024 - now

  Senior Sales Manager

  Effectively execute the sales plans and strategies set by the management to achieve the sales targets for individual team.Maintain a team of highly motivated Financial Consultants to maximise the sales productivity and to monitor their performance to ensure the development of their full potential.To ensure that high quality service standards are carried out by the Financial Consultants and sales are conducted in the accordance to the regulations prescribed by the authoritative bodies.Implement department objectives, policies and procedures and to coordinate the sales selling cycle and methodology.- IBF Advanced Level 3 Certified - Agency Management Training Course (AMTC) Certified - Effectively execute the sales plans and strategies set by the management to achieve the sales targets for individual team Show less