Caroline Lo Email & Phone Number
Associate Director - Client Acquisition
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Caroline Lo Location
- Jersey
Caroline Lo Work
- 2025 -now Associate Director - Client Acquisition @ Standard Chartered Bank, Jersey
- 2021 -2025 Relationship Manager @
- 2018 -2021 Wealth Manager @ Barclays Wealth
- 2010 -2018 Premier Relationship Manager @
- 2005 -2010 Client Relationship Executive @ Barclays Wealth International
- 2002 -2005 Various Roles in Retail Banking @
Caroline Lo Education
- Chartered Institute for Securities & Investment
Investment Advice Diploma
- IFS
CeMap (Certificate in Mortgage Advice and Practice)
- Raffles Junior College, Singapore
GCE A" Levels (English; Mandarin, Economics, History, Music, General Paper)
- The University of Hull
English (English Language and Literature)
Caroline Lo Skills
- fluent Mandarin speaker
- Fluent Cantonese speaker
- basic French
- Financial Services
- Credit
- Customer Retention
- Financial Risk
- Finance
- Financial Advisory
- Customer Service
- Customer Acquisition
- Banking
- Customer Satisfaction
- Credit Risk
- AML
- Marketing
- PowerPoint
- Microsoft Excel
Caroline Lo Summary
- Caroline Lo, based in Jersey, is currently a Associate Director - Client Acquisition at Standard Chartered Bank, Jersey. Caroline Lo brings experience from previous roles at Barclays Wealth Management, Barclays Wealth, Barclays and Barclays Wealth International. Caroline Lo holds a Investment Advice Diploma @ Chartered Institute for Securities & Investment. With a robust skill set that includes fluent Mandarin speaker, Fluent Cantonese speaker, basic French, Financial Services, Credit and more. Caroline Lo has 1 emails and 1 mobile phone numbers on RocketReach.
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