Teo Zi Sheng Jason

Bank of china / Senior Relationship Manager
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Teo Zi Sheng Jason

Bank of china / Senior Relationship Manager

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Singapore

The dynamic, ever-changing and challenging financial world sparks great interest in me and it triggers me to pursue a bachelor’s in finance. As a goal-orientated with strong interpersonal skills and knowing the importance of the smallest details, I believe it would help grow and widen my horizons in my career. I am looking for a more exciting and challenging career ahead of me.

Ambition

In the future

NA

Bank of china3 years

Senior Relationship Manager Present

- Present

-Listen,analysis customers need and portfolio planning on customer needs and objectives - Maximized customers portfolio return using various banking instrument such as insurance and unit trusts - building and maintaining banking relationships with customers

AXA Insurance1 year

Financial Planner

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 Financial planner with AXA specialist in investment mutual fund  Listen, analysis customers’ needs and holistic portfolio planning on customer objectives using investment instrument and other  Planner, who maximized customers portfolio to their best return using va

DBS Bank7 months

Wealth Planning Manager

-

 Wealth Planning Manager role with DBS bank  Listen, analysis customers’ needs and holistic portfolio planning on customer needs and objective based on their financial  Planner, who maximized customers portfolio return using various bank instruments  Building a relationship with customers for the long term

Chong Fine Jewellery Co. Ltd4 years

Senior Executive/Assistant Manager

-

 Base in Hong Kong and China (Guangzhou) with business trip to Middle East such as Dubai and Turkey  Sourcing and opening establishing contact and developing relationships with news and existing prospects customers

Republic of Singapore Air Force5 years

Deputy Platoon Sergeant

-

 Air defense system specialist in Singapore Air Force  Holding the position of deputy platoon sergeant and stand in as platoon sergeant for team  Tasked with ensuring mission success and high morale of the men during real, crucial and peacetime operation.

Skills

  • Relationship Management

    0

  • Customer Relationship Management (CRM)

    0

  • Portfolio management

    0

  • Management

    0

  • Positive thinking

    0
  • Business management, Business Development , Financial Markets and 3 skills

Awards and Certifications

言語

  • Chinese - Native
  • English - Native

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