Chun Wei Tan
Personal Wealth Manager, MGR
SINGAPORE
Summary
Wealth management professional with strong background in financial planning, investment strategies, and client relationship management. Adept at collaborating with teams to deliver tailored financial solutions, ensuring client satisfaction, and driving results. Known for adaptability, analytical skills, and client-focused approach in dynamic environments. Skilled in asset allocation, risk assessment, and portfolio management.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
3
3
Languages
Work History
Personal Wealth Manager, MGR
United Overseas Bank Limited
08.2024 - Current
Personal Wealth Executive, SO
United Overseas Bank Limited
04.2023 - 08.2024
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client's interests first.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of clients, ensuring optimal asset allocation and risk management.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances.
Electrical Engineer
Ye Chiu Non-Ferrous Metal Sdn. Bhd.
09.2021 - 02.2023
- Responsible for overseeing Mechanical and Electrical (M&E) projects, encompassing all M&E services during the establishment of a new factory.
- Involved in project management from Bill of Quantities (BQ) planning to testing and commissioning, which includes tendering, progress tracking, site management, and other related tasks.
- Coordinates with various consultants, contractors, and suppliers to ensure that site progress closely follows the work program.
- Verifies and provides feedback on different electrical systems for machineries and factory to meet requirements.
Education
Bachelor's Degree - Electronics Engineering
Multimedia University Cyberjaya (MMU)
Malaysia 04.2017 - 03.2021
Skills
- Portfolio Management
- Problem Solving
- Communication
- Time Management
- Adaptability
Awards And Leadership Activities
Jan 2025
Top Investment Vol - 1.53M UT
FY2024
One Wealth Campaign FY Consistent Platinum Sales Advisor (Investment)
- Achieved at least 3 out of 4 quarters >1.5M Unit Trust Vol
Nov 2024
Lion Pride (Insurance) - 82k APE
Q3 2024
Maverick Night (Investment) - Top 30 Sales Advisor
One Wealth Campaign (Investment) - Diamond Award (>2.3M UT Vol)
Sep 2024
Top Investment Vol - 1.62M UT
Lion Alpha (Investment) - 1.62M UT Vol
Q2 2024
Maverick Night (Investment) - Top 30 Sales Advisor
One Wealth Campaign (Investment) - Platinum Award (>1.5M UT Vol)
June 2024
Top Personal Wealth Executive (Revenue) - 1st Position
Top Investment Case Count - 14cc
Lion Pride (Investment) - 813k UT Vol
Q1 2024
Maverick Night (Investment) - Top 30 Sales Advisor
One Wealth Campaign (Investment) - Platinum Award (>1.5M UT Vol)
Exclusive Invitation to UOB CIO Dinner (Investment) - Top 5 Sales Advisor in Personal Banking
Feb 2024
Lion Heart (Insurance) - 50k APE
Jan 2024
Lion Alpha (Investment) - 1.3M UT Vol
Start of Year Performance Excellence Recognition Campaign (Investment) - Top Personal Banker (Achieved 1.46M UT Vol within 3weeks)
Timeline
Personal Wealth Manager, MGR
United Overseas Bank Limited
08.2024 - Current
Personal Wealth Executive, SO
United Overseas Bank Limited
04.2023 - 08.2024
Electrical Engineer
Ye Chiu Non-Ferrous Metal Sdn. Bhd.
09.2021 - 02.2023
Bachelor's Degree - Electronics Engineering
Multimedia University Cyberjaya (MMU)
04.2017 - 03.2021
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