CHOO YENG TING
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Wealth Executive
United Oversea Bank
09.2022 - Current
- Be actively involved in understanding the job customer’s financial needs as well as providing them with timely information, advice and recommendations to fit their banking requirement
- Secure sales and cross-sell our wide range of customer banking and investment products which includes, but not limited to insurance, structured deposit and unit trusts
- Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation in compliance with the bank’s internal policies, business processes and regulatory requirements
- Utilize a combination of the bank’s branch network, tele-consulting and referrals to meet and exceed individual sales target
Relationship Manager
Ambank Bhd
05.2021 - 07.2022
- Maintaining a deep knowledge of company products and services such as Banca, unit trust and so on
- Building and maintaining strong relationships with prospective and existing clients
- Researching and pursuing new business opportunities
- Identifying clients' needs and requirements and proposing suitable solutions
- Providing clients with comprehensive product/service consultations and guiding their decision-making process
- Upselling and cross-selling products/services to clients
- Resolving complaints and issues efficiently and in a timely manner
- Meeting sales/revenue targets
- Ensuring client satisfaction
Personal Financial Consultant
OCBC Bank Bhd
07.2019 - 04.2021
- Professionally promote and offer a wide range of retail products to existing and potential customer, engage cross-selling of other products based on customer needs
- Achieve individual sales target and contribute towards the achievement of the branch targets
- Acquire and forge relationships with mass affluent customers with the objective of generating revenue
- Set appointment, carry-out sales call visits where necessary, prospecting and early engagement with new to bank customers
- Maintain regular contact with existing customer to develop relationship.
Business Analyst
Accenture Solutions Sdn Bhd
05.2018 - 01.2019
- Perform customer service and website content management
- Ensure to be always compliant to the audit process
- Collects, measures, analyzes, evaluates, interprets, and summarizes data in the preparation for generating reports to be used for performance evaluation of the project
- EXPERTISE
- Communication
- Problem Solving
- Leadership
- Interpersonal Skill
Insurance Agent
Prudential Assurance Bhd
09.2017 - 01.2018
- Attend meeting, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Associate with client to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Confer with clients to obtain and provide information when claims are made on a policy
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Education
Bachelor of Arts - FINANCE
UNIVERSITY TUNKU ABDUL RAHMAN
MALAYSIA03.2018
Skills
Communication
Problem Solving
Leadership
Interpersonal Skill
Certification
- Top Investment Case Count (March 2023)
- UT $500k Award (March 2023)
- Daytona Star League-Top25 Rookies (Quarter 1-2023)
- Top Rookie Award (April 2023)
- Top Personal Wealth Executive 1st Position (April 2023)
- $75k Insurance Award (April 2023)
- Top Personal Wealth Executive 1st Position (June 2023)
- $50k Insurance Award (June 2023)
- Top Personal Wealth Executive-Sales Champion (First Half of Year 2023)
Languages
English
Advanced (C1)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Chinese (Cantonese)
Advanced (C1)
Malay
Advanced (C1)
Timeline
Personal Wealth Executive
United Oversea Bank
09.2022 - Current
Relationship Manager
Ambank Bhd
05.2021 - 07.2022
Personal Financial Consultant
OCBC Bank Bhd
07.2019 - 04.2021
Business Analyst
Accenture Solutions Sdn Bhd
05.2018 - 01.2019
Insurance Agent
Prudential Assurance Bhd
09.2017 - 01.2018
Bachelor of Arts - FINANCE
UNIVERSITY TUNKU ABDUL RAHMAN
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