Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies
Timeline
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LEE CHUNG JUIN

Summary

Professional client service expert, adept in delivering tailored solutions and fostering strong client relationships. Known for exceptional team collaboration, adaptability, and driving impactful results. Strong skills in communication, problem-solving, and understanding client needs. Highly reliable and ready to thrive in dynamic environments.

Overview

7
7
years of professional experience

Work History

Client Advisor Privilege Onshore VP1

UOB
10.2024 - Current
  • Enhanced client satisfaction by providing personalized advice and tailored product recommendations.
  • Led client meetings to discuss financial goals, resulting in tailored solutions that met individual needs.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.

Client Advisor Privilege Onshore AVP

UOB
10.2021 - 09.2024
  • 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.
  • Enhanced client portfolio value with personalized financial advice and strategic investment planning.
  • Prepared and presented detailed reports on client portfolio performance, fostering transparency and trust.
  • Delivered personalized investment recommendations, enabling clients to make informed decisions.
  • Analyzed client feedback to identify areas for improvement, leading to enhanced service delivery.

Senior Personal Financial Consultant

OCBC
05.2021 - 09.2021
  • Advised clients on portfolio allocation and various investment types.
  • Analyzed clients' financial situations to offer products to improve standard of living.
  • Monitored clients' accounts to determine changes to improve performance or accommodate life changes.

Personal Financial Consultant

OCBC
11.2018 - 04.2021


  • Analyzed clients' financial situations to offer products to improve standard of living
  • Support day to day servicing & banking operation
  • Perform due diligent checks on clients before various transactions can take place to ensure all processes and details are complaint
  • Consistently achieving monthly target and acquiring new investor by Tele-consulting and actively follow up with existing clients from SG, Malaysia, China and Indonesia


Education

Bachelor of Commerce - Major in Finance And Minor in Economics

Macquarie University
Sydney Australia
10.2018

Skills

  • Financial Advisory
  • Onboarding management
  • CMFAS Certification : M5, M9, HI, M1B
  • Language : English and Chinese
  • Relationship management
  • Financial services

Accomplishments

    UT Fund Royal Top rookie Q2 & Q3 of 2022

    TAC Insurance Grand Champion award for Quarter 1 2023

    One Wealth Campaign Qualifier for every quarters in 2023

    Full Year 2023 Top UT Investment Onshore Client Advisor Award

    Full Year 2023 Performance exceeded 100% KPI

    Top Client Advisor Sales Championship Platinum award for Q1/2024

    Top Client Advisor Sales Championship Gold award for Q2/2024

    TAC Insurance Gold award for Quarter 4 / 2024

    One Wealth Campaign Qualifier for every quarters in 2024

    Full Year 2024 Top 10 Onshore Client advisor

    Full Year 2024 Achiever Austria trip

    Full Year 2024 Performance exceeded 100% KPI

Hobbies

Travel and Sports 

Timeline

Client Advisor Privilege Onshore VP1

UOB
10.2024 - Current

Client Advisor Privilege Onshore AVP

UOB
10.2021 - 09.2024

Senior Personal Financial Consultant

OCBC
05.2021 - 09.2021

Personal Financial Consultant

OCBC
11.2018 - 04.2021

Bachelor of Commerce - Major in Finance And Minor in Economics

Macquarie University

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LEE CHUNG JUIN