Annabelle SUM MEI LENG
Singapore
Summary
Results-driven banking professional with over 7 years of expertise in Retail Banking, Relationship Management, and Treasury Sales. Proven ability to manage client relationships effectively while providing tailored financial advisory services and delivering innovative treasury and foreign exchange solutions to SME clients. Strong track record in business development and client acquisition, consistently driving sustainable growth through strategic initiatives and exceptional service delivery. Committed to leveraging industry knowledge and insights to enhance client satisfaction and achieve organizational objectives.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Treasury Specialist
Maybank Singapore
2023.05 - Current
- Managed treasury and foreign exchange (FX) requirements for SME and corporate clients.
- Advised clients on treasury products, including FX solutions, bonds, structured deposits, money market funds and DCI.
- Partnered closely with Relationship Managers to identify business opportunities and provide tailored financial solutions.
- Executed FX transactions, foreign inward and outward remittances, and currency conversions.
- Provided market insights and updates to support clients' financial and investment decisions.
- Built and maintained strong client relationships while ensuring compliance with regulatory requirements.
- Collaborated with internal stakeholders to drive cross-selling opportunities and enhance overall client experience.
Personal Financial Advisor
Maybank Singapore
2020.09 - 2023.05
- Expertly managed client relationships, tailoring portfolio strategies to individual Risk Profiles in alignment with the Bank's Investment Policy.
- Successfully retained and expanded client base through strategic relationship building.
- Drove revenue growth, product alignment, and customer satisfaction, consistently meeting or exceeding targets.
- Delivered outstanding client experiences, fulfilling needs with measurable excellence in service metrics.
- Offer comprehensive, in-branch solution for all customer on banking needs
Wealth Planning Manager
DBS Bank Ltd
2019.01 - 2020.01
- Delivered customized financial advisory services and investment strategies aligned with clients' unique financial positions and needs.
- Fostered and sustained strong client relationships through exceptional service and trust-building.
- Addressed and resolved client inquiries promptly, ensuring a high level of satisfaction.
- Provided expert guidance on mortgage loan options, assisting clients in making informed decisions.
- Enhanced client engagement through various channels, including branch interactions, scheduled calls, and innovative outreach initiatives such as extended banking hours and educational seminars.
DSA
Sin Thai Hin
2016.01 - 2018.01
- Drove sales growth for DBS Bank Ltd., notably increasing sales in personal loans, renovation loans, and credit card applications.
- Consistently ranked in the top 5 for sales performance within the team from 2017 to 2018.
- Delivered a robust monthly average of $450K in unsecured loan production.
- Fostered enduring customer relationships, bolstering satisfaction and loyalty.
- Delivered superior customer service, ensuring an exceptional client experience.
Education
Diploma in Business Studies - E-Commerce & Marketing
Tunku Abdul Rahman University College
Kampar, PerakSkills
- English
- Chinese
- Cantonese
- Malay
Accomplishments
-Achieved record-high FX income for the SME segment in 2024 and 2025
- EXSA award year 2023
- OST Achievers on year 2021
- Wealth Management Top Fee Income Achiever & Pinnacle Winner year 2021
- Stella Achievers year 2021
- Rising Star award 2021 - Bronze Award
- Top 10 Rookies for Dec 2019 and Jan 2020
Certification
- CMFAS: M1B, M5, M6, M6A, M8, M8A, M9, M9A, PGI, HI, BCP
Timeline
Treasury Specialist
Maybank Singapore
2023.05 - Current
Personal Financial Advisor
Maybank Singapore
2020.09 - 2023.05
Wealth Planning Manager
DBS Bank Ltd
2019.01 - 2020.01
DSA
Sin Thai Hin
2016.01 - 2018.01
Diploma in Business Studies - E-Commerce & Marketing
Tunku Abdul Rahman University College