Chee Keong Khaw
Financial professional
Singapore
Summary
Meticulous and experienced financial professional with history of meeting company goals utilising consistent and organised practices. Skilled in asset management, financial analysis, financial advisory, KYC, quality assurance, interpersonal and people management. Work well under pressure in both team and individual spaces while adapting to new situations and challenges to best enhance the organisational value.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Relationship Manager
United Overseas Bank
2022.06 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills while upsell or cross sell updated financial products.
- Assisted customers with needs such as account opening, fund transfer, account details update, investment update, etc.
- Planned portfolio solutions after carefully analysing financial health and future requirements of clients.
- Conducted KYC, compliance review on both advisory and client management.
- Adapted and work with the to ever evolving regulatory requirements, risk culture and internal control environment.
Associate General Insurance Specialist
NTUC Income Co, operative Limited
2020.09 - 2022.05
- Offered general insurance products to prospective and existing clients through outbound telemarketing channel.
- Developed and maintained effective relationship with clients.
- Maximised revenue per client through upsell and cross sell.
- Ensure quality assurance of every business.
- Achieved key performance indicators on revenue, call quality and operational standards.
- Worked closely with middle and senior management on business development, strategy implementation and quality control.
Associate Client Advisor
NTUC Income Insurance Co, operative Limited
2020.02 - 2020.08
- Provided financial advisory based on proper financial review and financial goals of clients.
- Developed and maintained long term relationship with new and existing clients.
- Capitalised on sales activities through client events and branch engagement activities.
- Engaged actively in prospecting and relationship management to increased client database.
- Complied to regulatory requirements and internal control policy of the company.
Sales Manager
Hong Leong Assurance Berhad
2011.09 - 2019.12
- Established and maintained relationship with clients from different segments.
- Provided personalised financial advisory aligned with financial objectives of clients.
- Maximised revenue from every client through upsell or cross sell available financial products.
- Provided multiple financial services such as life insurance, investment link, mutual funds, mortgage loan, commercial loan and will writing services to clients.
- Conducted client on boarding, KYC and due diligence on regular basis.
- Complied to applicable rules and regulations set by both central bank and securities commission.
Senior Sales Supervisor
Ogawa World Berhad
2005.01 - 2011.08
- Achieved sales target and provided excellent customer service in retail business
- Supervised work of contracted employees to keep on task for timely completion
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets
- Ensured to Standard Operating Procedures (SOP) of the company such as retail and/or roadshow layout, inventory management, cleanliness and Occupational Safety and Health (OSHA) guidelines are complied
- Managed staffing tasks such as manpower arrangement and staff training on assigned sales teams
- Conducted KPI evaluation on assigned sales teams
- Ensured consistent performance and high competency of the assigned sales force
- Analysed past sales data and team performance to develop realistic sales goals
- Reviewed sales performance and proposed strategic plans to sales and marketing head.
Sales Supervisor
Amerhome Sdn. Bhd
2002.01 - 2004.12
- Achieved sales target and provided excellent customer service in retail business
- Complied to standard operating procedure (SOP) set by management
- Conducted product training to sales executives
- Conducted KPI evaluation on assigned sales force
Education
Bachelor Of Arts - Accounting And Finance
INTI International College
University
Kuala Lumpur, Malaysia 08.2019
Bachelor Of Arts (Hons) - Accounting And Finance
University of Hertfordshire
08.2019
Skills
- Financial advisory
- Financial products and services
- Loan applications
- Financial analysis
- Regulatory compliance
- Risk management
- Quality assurance
- Issue Resolution
- Critical Thinking
- Relationship management
- Problem Anticipation and Resolution
- Excellent Communication
- Sales Strategies
- Financial Management
- Adaptable to Changing Conditions
- Accounting
Accomplishments
NTUC Income Insurance Co-operative Limited
Sales
- Direct marketing, Telesales outbound 1st runner up for February and August 2021.
- Direct marketing, Telesales outbound 4th runner up for April and May 2021.
- Telesales outbound top rookie for October and November 2020.
Internal control
- Successfully identified vulnerability in internal control of internal online application system and escalated to relevant department for rectification.
- Million Dollar Round Table (MDRT) qualified member year 2013 and 2017.
- International Dragon Award (IDA) bronze qualifier for 4 years.
- Nationwide top sales team second runner up year 2010.
- Nationwide top sales force (personal sales category) first runner up for year 2010.
Certification
Insurance License - CMFAS M1B, M5, M9, M9A, HI, BCP, PGI
LANGUAGES
English: C2 Proficient
Chinese (Mandarin): C1 Advanced
Malay: B1 Intermediate
KHAW CHEE KEONG
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Advanced (C1)
Chinese (Cantonese)
Advanced (C1)
Malay
Intermediate (B1)
Timeline
Relationship Manager
United Overseas Bank
2022.06 - Current
Associate General Insurance Specialist
NTUC Income Co, operative Limited
2020.09 - 2022.05
Associate Client Advisor
NTUC Income Insurance Co, operative Limited
2020.02 - 2020.08
Sales Manager
Hong Leong Assurance Berhad
2011.09 - 2019.12
Senior Sales Supervisor
Ogawa World Berhad
2005.01 - 2011.08
Sales Supervisor
Amerhome Sdn. Bhd
2002.01 - 2004.12
Bachelor Of Arts - Accounting And Finance
INTI International College
University
Bachelor Of Arts (Hons) - Accounting And Finance
University of Hertfordshire
Insurance License - CMFAS M1B, M5, M9, M9A, HI, BCP, PGI
LANGUAGES
English: C2 Proficient
Chinese (Mandarin): C1 Advanced
Malay: B1 Intermediate
KHAW CHEE KEONG
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