CLARIS TAN SI HUI
RELATIONSHIP MANAGER
Summary
Proven ability to drive client satisfaction and business growth through targeted relationship management and strategic planning. Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
11
11
years of professional experience
3
3
Languages
Work History
Relationship Manager, Corporate and Institutional
HSBC Singapore
06.2022 - Current
- Manage a portfolios of mid-sized large corporate clients by delivering customized banking financial products and solutions.
- Build and maintain strong, long-term client relationships to increase product penetration for each client.
- Increase network and acquire new client to grow existing portfolio.
- Conduct monthly review on accounts and prepare detailed written credit analysis on existing and new clients which include financial analysis, risk assessment etc.
- Work with cross-functional stakeholders to offer solution prepositions to clients.
- Perform in-dept KYC reviews and conduct due diligence to ensure compliance with regulatory requirements and bank's policies/guidance's.
- Identify and escalate any fraud risk and unusual account activity, partner with compliance and risk team to safeguard the bank and clients.
Relationship Manager (Business Banking)
United Overseas Bank Ltd
10.2021 - 05.2022
- Manage and grow portfolio of small medium enterprise clients, providing tailored banking solutions including loans, cash management and trade finance products
- Conduct credit assessments and collaborate with credit analysts to structure deals and offer product for client's business needs and risk profiles.
- Ensure full compliance with internal risk polices and regulatory requirements, maintaining a clean audit track record.
- Consistently achieve sales target by identifying cross-sell opportunities and acquiring new clients to grow business portfolio.
- Partner with internal stakeholders to deliver end to end banking solutions and product.
TRADE DEVELOPMENT MANAGER
UNITED OVERSEAS BANK LTD
09.2018 - 09.2021
- Perform credit evaluation including financial spreading, credit reviews and periodic health check of relationship manager's portfolio clients
- Supports relationship managers in credit review of their portfolio clients with our bank which includes joint visitation, follow up of documentation, preparing credit report and implementation
- Identify potential cross-selling opportunity to suit client's banking needs with own small portfolio of customers.
- Handling client relationships and also works with external partners
- To ensure provide recommendation/credit solutions to address the risk and timely submission of credit report
- Conduct customer due diligence and KYC to ensure compliance of mandatory banking policies and processes
SALES SUPPORT EXECUTIVE
UNITED OVERSEAS BANK LTD
02.2014 - 09.2018
- Track and report sales key performance index
- Analyze, collate and reconcile daily sales figures
- Prepare weekly/monthly sales reports and presentation slides for top management
- Involve in planning and execution of sales event
- Ensure timely and accurate submission of healthy sales performances indicator.
- Involves in improving sales process and tracking tools
Conduct KYC screening and caution enquiry for borrowers
Education
Bachelor of Science - Business
University of London
Singapore 07.2008 - 2011.08
Diploma - Business Informatics
Nanyang Polytechnic
Singapore 05.2005 - 2008.05
Skills
- Business Administration
- Customer Relationship
- Credit risk management
- Sales and marketing
- Microsoft application (Words, Excel and Powerpoint)
Personal Information
Citizenship: Singapore Citizen
Martial Status: Single
Accomplishments
- Achieved Outstanding rating for performance since joined HSBC Singapore
- Promoted to Vice President Rank in 2022 under HSBC Singapore
Timeline
Relationship Manager, Corporate and Institutional
HSBC Singapore
06.2022 - Current
Relationship Manager (Business Banking)
United Overseas Bank Ltd
10.2021 - 05.2022
TRADE DEVELOPMENT MANAGER
UNITED OVERSEAS BANK LTD
09.2018 - 09.2021
SALES SUPPORT EXECUTIVE
UNITED OVERSEAS BANK LTD
02.2014 - 09.2018
Bachelor of Science - Business
University of London
07.2008 - 2011.08
Diploma - Business Informatics
Nanyang Polytechnic
05.2005 - 2008.05
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