Felix Ng Hui Jie
Relationship Manager
Summary
Accomplished Director at Standard Chartered Bank, adept in operations and team management, leveraged problem-solving and portfolio diversification skills to enhance team performance and client financial literacy. Achieved significant client retention by fostering professional growth and strategic investment planning. Proven track record in improving project efficiency and cultivating strong client relationships.
Overview
9
9
years of professional experience
Work History
Director
Standard Chartered Bank
03.2021 - 11.2024
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Evaluated economic trends for their impact on individual portfolios, making adjustments when necessary.
- Provided ongoing education to clients regarding various financial topics for increased financial literacy.
- Strengthened relationships with clients through regular communication, updates, and personalized service.
Wealth Relationship Manager
United Overseas Bank, UOB
02.2016 - 03.2021
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
- Reduced portfolio risk by conducting thorough due diligence on potential investments and closely monitoring performance indicators.
- Conducted comprehensive financial reviews for clients, assessing overall financial health and recommending adjustments as needed.
- Leveraged extensive network of industry contacts to source new business leads and expand the firm''s clientele base.
- Maximized client retention rates by consistently delivering superior customer service experiences across all touchpoints.
- Continually sought opportunities for professional growth and development, staying abreast of industry advancements to maintain expert-level knowledge in the field of wealth management.
Education
Bachelor of Economics - Economics And Finance
The Royal Melbourne Institute of Technology
Singapore, Null, Singapore 04.2001 -
Skills
Problem-solving
Project management
Operations management
Team management
Insurance planning
Trading strategies
Options trading
Portfolio diversification
Investment strategies
Portfolio management
Asset allocation
Market analysis
Awards
- Year 2016- Top Rookie
- Year 2017- Top Relationship Manager
- Year 2018- Top Relationship Manager
- Year 2019- Million Dollar Club
- Year 2020- Top Relationship Manager (Full Year)
- Year 2022- Top Gun for highest bond traded
- Year 2023- Million Dollar Club
Timeline
Director
Standard Chartered Bank
03.2021 - 11.2024
Wealth Relationship Manager
United Overseas Bank, UOB
02.2016 - 03.2021
Bachelor of Economics - Economics And Finance
The Royal Melbourne Institute of Technology
04.2001 -
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