Shaun Lee Wei Qing
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the Banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
17
17
years of professional experience
Work History
Senior Client Advisor
United Overseas Bank Limited
01.2016 - 04.2024
- I was promoted to Privilege Banking International Reserve, and was responsible for covering Indonesia and North Asia Markets.
- During my stint in Privilege Banking Reserve, I have achieved platinum awards, and has achieved minimum 100% KPI throughtout 2016 to 2024.
- Increased assets under management by identifying opportunities for portfolio growth and diversification.
- Cultivated long-lasting relationships with clients through consistent communication and personalized service.
- Managed risk by regularly reviewing portfolios and making strategic adjustments based on market conditions.
- Enhanced client satisfaction by providing tailored financial advice and wealth management strategies.
- Spearheaded initiatives aimed at enhancing the overall client experience, resulting in increased referral business from satisfied customers.
Client Advisor
United Overseas Bank Limited
04.2014 - 12.2015
- I was promoted to Privilege Banking International, and was responsible for covering Indonesia market.
- During my stint in Privilege Banking, I have achieved platinum awards, and has achieved minimum 100% KPI throughtout 2011 to 2014.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Streamlined processes for improved efficiency, enabling quicker response times to client requests.
Relationship Manager
United Overseas Bank Limited
01.2011 - 04.2014
- I was promoted to Wealth Banking, and was the pioneer batch for this new platform then.
- During my stint in Wealth Banking, I have achieved platinum awards, and has achieved minimum 100% KPI throughtout 2011 to 2014.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Senior Personal Banker
United Overseas Bank Limited
01.2010 - 12.2010
- During my stint in Mass Banking, I have achieved platinum awards, and has achieved minimum 100% KPI.
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
Personal Banker
United Overseas Bank Limited
06.2007 - 12.2009
- During my stint in Mass Banking, I have achieved platinum awards, and has achieved minimum 100% KPI throughtout 2007 to 2009.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Cross-sold bank products and services to meet customer needs and provide options.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Education
Bachelor in Economics And Finance - Finance
Royal Melbourne of Technology (RMIT)
Singapore05.2007
Skills
- Relationship Management
- Portfolio Management
- Performance Tracking
- Investment strategies
- Customer Engagement
Timeline
Senior Client Advisor
United Overseas Bank Limited
01.2016 - 04.2024
Client Advisor
United Overseas Bank Limited
04.2014 - 12.2015
Relationship Manager
United Overseas Bank Limited
01.2011 - 04.2014
Senior Personal Banker
United Overseas Bank Limited
01.2010 - 12.2010
Personal Banker
United Overseas Bank Limited
06.2007 - 12.2009
Bachelor in Economics And Finance - Finance
Royal Melbourne of Technology (RMIT)
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