Daniel Lye Tze Loong
Singapore
Summary
With over 17 years of experience in the private banking sector, a comprehensive skill set has been developed across various facets of the industry. My career began at Morgan Stanley as a Client Services Associate, assisting private bankers and gaining in-depth knowledge of various asset classes to effectively support daily operations. The journey continued at Bank of Singapore, where the opportunity arose to serve as a Junior Relationship Manager in the Indonesia market. The expertise gained, combined with years of dedicated effort, has contributed to the development of a holistic portfolio for clients and strengthened long-term relationships. In 2020, a transition was made to UOB Private Bank, where increased responsibilities included managerial tasks such as guiding and mentoring younger bankers on the team.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Vice President
UOB Private Bank
01.2020 - Current
- Top banker award in 2023 and 2024 for UOB Private Bank - 4th in the entire bank for 2023 and 2024
- Top banker award for Fee Income in 2023 and 2024 for Malaysia Market
- Top NNA award for 2023
- Brought in net new asset (NNA) of over SGD 150 million in AUM in 2022 and 2023
- Managed a team consisting of 2 assistants and an investment advisor
- Managing an asset under management (AUM) of over SGD 800 million
- Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
- Developed, coached and provided feedback to younger bankers using strong leadership and analytical thinking skills.
Director
Bank of Singapore
04.2010 - 01.2020
- Managed an AUM of over USD 300 million
- Advisor to UHNW clients from South East Asia
- Nominee for Highest FX Revenue 2016
- Nominee for Highest Insurance Revenue 2016
- IBF Certified Advanced Level 2
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Client Services Associate
Morgan Stanley Dean Wither
05.2007 - 04.2009
- Primarily responsible in executing client orders for all asset classes such as equity, fixed income, foreign currency (FX), alternative investment and derivative trades
- Member of the highest revenue generating team in Morgan Stanley with more than USD 1 billion Assets Under Management (AUM)
- Assisted the Relationship Managers in securing USD 100 million investment in the Morgan Stanley Real Estate Fund (MSREF)
- Handled client enquiries on a daily basis
Education
Bachelor of Commerce - finance, economics
University of Sydney
Australia12.2006
Skills
- Strategic leadership
- Policies and procedures
- Operational excellence
- KPI tracking
- Strategic plans
- Revenue generation
Certification
IBF Certification Advanced Level 2, 11/2017
Awards
- Outstanding Young Private Bankers, 2017
- Top UOB Private Bank banker award
- 2023
- 2024
- Nominee for Highest Insurance Revenue, 2016
- Nominee for Highest FX Revenue, 2016
Languages
Malay
Upper intermediate (B2)
Timeline
Senior Vice President
UOB Private Bank
01.2020 - Current
Director
Bank of Singapore
04.2010 - 01.2020
Client Services Associate
Morgan Stanley Dean Wither
05.2007 - 04.2009
IBF Certification Advanced Level 2, 11/2017
Bachelor of Commerce - finance, economics
University of Sydney
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