Highly motivated, multilingual real estate agent with a strong finance background and excellent client-service skills. Fast learner committed to delivering great results.
Overview
10
10
years of professional experience
Work History
Client Support Officer
EFG Bank
05.2018 - 08.2022
Dealing with daily clients queries: placing futures, FX and other securities transactions with dealing room; executing payment; setting up and prolonging credits.
Account openings for corporate and individual clients: participating in meetings with clients; preparing Due Diligence and KYC.
Following up the accounts after opening: actively involved in periodic KYC reviews; participating in FATCA documentation upgrade; eliminating compliance deficiencies.
Real Estate Agent
05.2020 - 07.2022
Assisted clients in buying, selling, and renting residential properties.
Prepared listings, organized showings, and managed negotiation between buyer and seller.
Ensured full legal compliance and smooth coordination with notaries and banks.
Receptionist/ Manager Assistant
Sanne Group
12.2017 - 04.2018
Meeting and greeting clients
Booking meetings
Answering and forwarding phone calls
Sorting and distributing post
Writing and distributing email, correspondence, letter, faxes.
Keeping updated records of office expenses and costs
Providing administrative support to the daily functioning of the company
Set-up of own business
Internet Marketing
01.2016 - 01.2018
Responsible for purchasing and shipping
Monitoring compliance
Dealing with telephone and email enquiries
Receptionist
East-West United Bank SA
01.2014 - 01.2015
Meeting and greeting clients
Booking meetings
Answering and forwarding phone calls
Sorting and distributing post
Client support officer
Privat Bank
01.2013 - 05.2014
Account openings for clients
Participating in meetings with clients
Preparing Due Diligence and KYC
Developed excellent customer service and communication skills
Build excellent team work skills in busy environment
Head of Wealth Planning Asia Pacific at EFG Bank AG – Singapore (acquired BSI Bank Limited)Head of Wealth Planning Asia Pacific at EFG Bank AG – Singapore (acquired BSI Bank Limited)
Quality Control- Compliance & Sanctions at European Financial Group (EFG Bank) - SwitzerlandQuality Control- Compliance & Sanctions at European Financial Group (EFG Bank) - Switzerland