Gloria Chen

Gloria Chen is currently a Client Manager at Sayers. Prior to this, they were a Settlement Officer at SAI Global Property from July 2014 to June 2015. There, they coordinated settlements and facilitated loan funding. From July 2015 to October 2021, they were a Service Relationship Manager at Citi. In this role, they made daily relationship calls to engage and interact with customers, assisted and supported Relationship Professionals, and exercised due diligence in customer care. Gloria also worked with the KYC team to obtain supporting documentation from customers and assisted the marketing team in organizing client activities. Gloria has received several awards throughout their career, including Best Service Relationship Manager in 2020 and NPS over 95% in 2019, 2020, and 2021. Gloria has also supported the Client Director to achieve and exceed sales targets and become the No. 1 Top Banker of Asia Pacific in 2019, 2020, and 2021.

Gloria Chen has a Bachelor of Accounting from CQUniversity, and has completed financial planning and services courses at Kaplan Professional. Gloria has also completed Tier 2 genenic knowledge and Tier 2 general insuance general advice courses at Kaplan Professional. In addition, they have completed a Tier 1 course in foreign exchange - general advice, and a Tier 2 course in deposit products general advice, both at Kaplan Professional.

Gloria Chen works with La Verne Legaspi - Associate Director, Beattie Green - Associate Director, and Kate Keenan - Partner. Gloria Chen reports to James Wright, CEO & CIO, Wealth. and John Hortense - Client Services Associate reports to Gloria Chen.