Annie Jiang

I have been joined in DBS PB for 6 months so far, in which i have already had 12 account opening docs have been signed and in which have 8 accounts in differences household being opened. which has been driven USD 60m in total. i do have 50 more clients following up for acc opening needs. All of clients who i mentioned are my own clients.

Besides, i do have some business partner like law firms, accounting firms, immigration companies, overseas property companies and securities companies and so on.

I joined the bank as Relationship Manager under prestige Banking in 2023 and was managing a book of USD180 million and was responsible for prospecting and acquiring new clients as well as providing wealth

management advisory services for HNWIs covering China market.

From the time I joined the company, I have opened 13 customers and received 53m, plus the 75m transferred from customers, the total is 128m.

I have been join HASE for 4 months and i opened 13 bank accounts which has been driven HKD53m and i driven HKD75m so which i have been driven HKD128m in total so far. At the same time i had an INV mega deal which was HKD70m.

Senior Relationship Manager, Priority Banking(M18 grading). (Jan 2022–

Nov2022)

Senior Relationship Manager, Priority Banking(M17 grading). (Apr 2021–

Dec2021)

Relationship Manager, Priority Banking(M16 grading). (Apr 2019–Mar

2021)

Business Development Executive, Priority Banking(M14 grading). (Oct 2016–Apr 2018)

I joined the bank as Business Development Executive in 2016 and was promoted to Senior Relationship Manager in 2021. I was responsible for prospecting and acquiring new clients as well as providing

wealth management advisory services for HNWIs covering China market.

I was managing a book of USD150 million and generated annual revenue of USD 720,000(excluding deposit interests). In 2021, I had an insurance deal of

USD 1.28 million.