Fong Han Tian
Summary
I was born in Malaysia and grew up in Kedah. I love to play badminton and travel. The reason I love badminton is because of team spirit of wining together. Furthermore, I love the feeling of explore brand new things in my future and so I love travel!
I love to dig questions from my surroundings people and solve it together with them. To achieve this, I work in financial banking line so that I can provide any financial solutions to my customers.
I worked in RHB Malaysia at Butterworth, Penang after I graduated from my uni. From that, I learnt how to focus and deliver my key outcomes. I have also learnt how to strategy my plan when market is downturns. I worked in RHB for almost 5 years which is from October 2017 - September 2022 as a Senior Personal Banker Wealth.
Currently, I have moved to Singapore which is a big and well-developed country. I worked in UOB near to 2 years. I grew up from a Personal Wealth Executive to Personal Wealth Manager in 1 year time and I'm looking forward more.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Wealth Manager
United Overseas Bank, UOB
10.2022 - Current
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.
- Developed strong relationships with external product providers and investment managers to ensure access to best-in-class investment solutions for clients.
- 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.
Senior Personal Banker Wealth
RHB Bank Berhad
10.2017 - 09.2022
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
Education
Bachelor Of Finance - Finance
University Tunku Abdul Rahman
Kampar, Perak07.2017
Skills
- Insurance Planning
- Client Education
- Retirement planning
- Portfolio Management
- Wealth Preservation
- Financial Planning
Certification
- M5 - Rules and Regulations for Financial Advisory Services
- M9 - Life Insurance and Investment-Linked Policies
- HI - Health Insurance
Hobbies
I love to play badminton and travel. The reason I love badminton is because of team spirit of wining together. Furthermore, I love the feeling of explore brand new things in my future and so I love travel!
Languages
Chinese (Cantonese)
Intermediate (B1)
Chinese (Mandarin)
Bilingual or Proficient (C2)
English
Advanced (C1)
Malay
Upper intermediate (B2)
Hokkien
Advanced (C1)
Achievements
RHB Bank Berhad
In 2018
- MIllion Dollar Club Banca Producer
- Banca RP Summit Trip to Phuket
- Group Retail Annual Sales Convention 2018 Munich, Germany
In 2019
- Million Dollar Club Banca Producer
- Banca RP Summit Trip to Bangkok
- Group Retail Annual Sales Convention 2019 London, England
In 2020
- Nationwide Top 1 Personal Banker Wealth
In 2021
- Nationwide Top 1 Personal Banker Wealth
United Overseas Bank
In Feb 2023 (8 moths running)
Quarter 1
- Daytona Rookie
- One Wealth Campaign Rookie
Quarter 2
- Sales Champion - Platinum Qualifier
- The Achievement Convention - Gold Qualifier
- Daytona Rookie - Ranked No 1 in whole UOB Personal Banking
- One Wealth Campaign - Gold Qualifier
Quarter 3
- Daytona Rookie - Silver Qualifier
- One Wealth Campaign - Bronze Qualifier
Quarter 4
- One Wealth Campaign - Gold Qualifier
- The Achievement Convention - Gold Qualifier
- Star Elite Novice Winner
- Star Elite Champion - Ranked No 3 in whole UOB Personal Banking
In Year 2024
Quarter 1
- One Wealth Campaign - Platinum Qualifier
- The Achievement Convention - Gold Qualifier
Timeline
Personal Wealth Manager
United Overseas Bank, UOB
10.2022 - Current
Senior Personal Banker Wealth
RHB Bank Berhad
10.2017 - 09.2022
Bachelor Of Finance - Finance
University Tunku Abdul Rahman
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