Kai Lee Wan

Customer Relations Manager @ Wallhub Pte Ltd

About

Experienced in customer service and banking sales, with hands-on exposure to coordinate cross functional stakeholders, operations and KYC processes. I took a step back in the banking industry to care for my baby, which strengthened my adaptability, patience, and time management skills. I am now eager to return to the banking and investment industry and continue building my professional journey. I am motivated to leverage my client engagement skills, compliance knowledge, and sales experience to contribute meaningfully to organisational growth.

Country

City

Singapore

Industry

Banking

Skill

Fixed Deposits, High Level Of Accuracy, Regulatory Requirements, Front Office Support, Regulatory Standards, Account Management, Portfolio Management, Customer Lifecycle Management, Financial Services, Situational Awareness, Equities, Communication, Management of Financial Institutions, Futures and Options (F&O), Client Issue Resolution, Cantonese, Compliance Monitoring, Database Monitoring, Training Facilitation, Client Coordination