Eunice Yeo Zi Xuan
Summary
Client-focused and adaptable professional with over 14 years of experience across private banking, customer service, and relationship management. Skilled in compliance, cross-functional coordination, and delivering high standards of service in dynamic environments.
Overview
17
17
years of professional experience
Work History
Client Account Manager
UBS AG
11.2017 - 06.2024
- Facilitated account maintenance, payment processing, trade order execution, and post-trade funding for high-net-worth clients.
- Supported Private Bankers in delivering exceptional service to high-net-worth clientele.
- Managed diverse banking products, including FX, derivatives, funds, and fixed income offerings.
- Ensured regulatory compliance through effective KYC and due diligence processes.
- Cultivated strong relationships with stakeholders and key clients to promote long-term business growth.
- Achieved CACS Certified Levels 1 and 2
Flight Attendant
Singapore Airlines
11.2010 - 11.2017
- Delivered premium in-flight service and resolved passenger complaints.
- Received commendations for professionalism and customer service.
- Ensured passenger safety per aviation regulations.
- Trained in first aid and emergency procedures.
Personal Banker
Citibank
01.2009 - 11.2010
- Cultivated customer relationships through proactive follow-ups and personalized engagement.
- Cross-sold banking products, including insurance and investment solutions, to enhance client portfolios.
- Sourced new clients via targeted cold calls and marketing campaigns.
- Achieved recognition for excellence in service quality audits.
Personal Banker
Standard Chartered Bank
05.2009 - 12.2009
- Cultivated strong relationships with clients to address financial needs and enhance branch loyalty.
- Generated leads through roadshows and agency visits.
- Cross-sold savings accounts, credit cards, and insurance to expand service offerings.
Intern
Oracle Singapore
05.2008 - 07.2008
- Conducted strategic research to support market expansion planning for Asia.
- Translated business documents from Chinese to English to facilitate communication.
- Completed projects independently with minimal supervision, ensuring timely delivery.
Intern
NTUC Income
06.2007 - 08.2007
- Processed daily renewals of motor insurance policies.
- Organized large-scale team-building events involving 300 employees.
Sales Associate
Adidas Singapore
06.2007 - 08.2007
- Exceeded sales targets by 120% through effective customer engagement.
- Supported store launches and inventory management.
Education
Bachelor of Social Science - Psychology and Business Marketing
Singapore Management University
01.2009
GCE 'A' Levels -
Pioneer Junior College
01.2003
GCE 'O' Levels -
Fairfield Methodist Secondary School
01.2001
Skills
- Client management
- Relationship building
- Customer service
- Team collaboration
Activities
- SMU Freshmen Orientation Facilitator, 2006, Led activities and daily reflections.
- PJC Netball Team, 2002-2003, Represented in national competitions; organized school events.
- Prefect, Fairfield Methodist School, Promoted student discipline and engagement.
- Fairfield Athletics Team, Competed nationally; medaled in cross-country events.
- Very Special Arts Volunteer, 2005, Assisted children with disabilities in creative activities.
- Youth Expedition Project, Chiang Mai, 2003, Taught basic English and supported medical and facility improvements.
Timeline
Client Account Manager
UBS AG
11.2017 - 06.2024
Flight Attendant
Singapore Airlines
11.2010 - 11.2017
Personal Banker
Standard Chartered Bank
05.2009 - 12.2009
Personal Banker
Citibank
01.2009 - 11.2010
Intern
Oracle Singapore
05.2008 - 07.2008
Intern
NTUC Income
06.2007 - 08.2007
Sales Associate
Adidas Singapore
06.2007 - 08.2007
Bachelor of Social Science - Psychology and Business Marketing
Singapore Management University
GCE 'A' Levels -
Pioneer Junior College
GCE 'O' Levels -
Fairfield Methodist Secondary School
Similar Profiles
Varun Nagarajan (CFA)Varun Nagarajan (CFA)
XVA Trader - Director at Credit Suisse AG/UBS AGXVA Trader - Director at Credit Suisse AG/UBS AG
BENJAMIN MIEKISIAKBENJAMIN MIEKISIAK
Market Area Head Emerging Markets at UBS AG / CREDIT SUISSE AGMarket Area Head Emerging Markets at UBS AG / CREDIT SUISSE AG
Sharon LowSharon Low
Exec. Director at UBS AG / Credit Suisse AGExec. Director at UBS AG / Credit Suisse AG
NATALIE SNG HUI YI NATALIE SNG HUI YI null
Assistant Relationship Manager at Credit Suisse AG Singapore Branch, UBS AG GroupAssistant Relationship Manager at Credit Suisse AG Singapore Branch, UBS AG Group
Brittany BroceBrittany Broce
Client Account Manager at SynergenxClient Account Manager at Synergenx