CHI TRAN LAN LE

In this role, I ensured exceptional service delivery to corporate clients by managing and fulfilling customer requests, resolving issues, and providing comprehensive support. My responsibilities included handling client inquiries, processing requests efficiently, and maintaining high levels of client satisfaction and loyalty through proactive problem-solving and effective communication.

Key Responsibilities:

• Customer Request Management.
• Service Delivery
• Client Support
• Issue Resolution
• Relationship Management.

As a Senior Wealth Advisor in the Retail Banking division, I play a pivotal role in providing personalized financial advice and wealth management services to high-net-worth individuals (HNWIs). My primary responsibilities include:

• Client Relationship Management
• Wealth Management Services
• Financial Planning
• Market Analysis
• Compliance and Risk Management
• Team Collaboration

Having worked as a Financial Planner at Citi Bank for 4 years, I have developed and honed several key skills that have helped me achieve my sales targets and contribute to the sustainable growth of Citi Bank.

• Communication and Negotiation Skills
• Teamwork Skills
• Integrity and Professional Ethics
• Customer Support and Problem-Solving Skills