Celine Lai- Clement

Experience

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  Price Solutions Pte Ltd, Standard Chartered Bank

  Oct 2011 - May 2012

  New Business Manager, SME banking

  - Client relationship management- Acquisition of new SME clients in the commercial mortgage team though cold calls, roadshows, referrals etc.- Sales Function: Achieve sales target and generate revenue - Experience working with property agents, developers and property valuers - Work closely with operations, compliance and credit teams to process new commercial mortgage loans and refinancing projects- cross sell other products of Standard Chartered Bank including credit cards, business loans and accounts Show less

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  Citi

  May 2012 - Aug 2015

  - Day to day branch customer service and operations including KYC, client onboarding, account opening, card issues etc. - Compliance, AML and FATCA support when required- CDD requirements are properly conducted when required, including transactional and periodic reviews on assigned clients- Ensure proper documentation of clients' service instructions including time deposit and foreign exchange- Assist personal bankers in execution and implementation of investment and wealth management trades- Provide daily assistance to partnered personal bankers in their course of work- First point of contact for client issues and enquiries- Well versed in client retention by resolving clients’ escalations and complaints- Participated in testing and providing feedback for bank wide projects related to front office procedures and systems Show less - Client relationship management- KYC and client onboarding- Acquisition of new clients though cold calls, roadshows, referrals etc. - Sales Function: generate revenue by providing wealth management advisory including unit trusts, foreign exchange, dual currency accounts, insurance products and time deposit- First point of contact for client issues and enquiries- Well versed in financial products knowledge and portfolio management - Work closely with investment consultants and treasury officers to provide financial advisory to clients Show less

  • Service Banker

    Jan 2013 - Aug 2015

  • Personal Banker

    May 2012 - Aug 2013
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  Banjaran Asset Management

  Aug 2015 - Dec 2021

  Client Services Manager

  - Manages the client services team, resolving complex issues for both the team and relationship managers (RMs). - Enhances relationships with Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients, as well as Corporate and Institutional clients.- Provides daily support to RMs and fund managers, serving as the primary point of contact for client issues and inquiries.- Collaborates with stakeholders to ensure client instructions are met, timely preparing credit reports and portfolio updates.- Executes orders on various products, including Collective Investment Schemes, Equities, Private Equity, Fixed Income, and Derivatives.- Spearheads client onboarding and periodic reviews, analyzing data for internal screening and corroborating wealth and risk assessment/mitigation.- Ensures compliance with regulatory and documentary requirements, including KYC, CDD, FATCA, and CRS.- Prepares data and reports for audit and reporting purposes, introducing and implementing new procedures and policies.- Well-versed in financial products knowledge and understands front-to-back workflows. Show less

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  Catalyst Wealth Advisory

  Feb 2025 - now

  Executive Manager

  -Assisting Business Unit Manager in driving recruitment initiatives and activities to onboard advisors-Identifying opportunities to improve business' policies and objectives-Providing operational support to Business Unit Manager and the team Catalyst Wealth Advisory is a business unit under Summit Planners Pinnacle.