Gregory Tham

• Manages the Privilege Banking Onshore Platform as a Cluster head (5 Teams) with 34 bankers
• Performance Management (KPIs)
• Portfolio Management
• KYC / AML / OGR
• Acquisition of NTB clients / Port Penetration
• NPS Scorecards
• Supported Sales Head with strategic initiatives / projects
• Analyzed business processes to identify opportunities to improve productivity

Accolades Include

• The Achieves Club (Banca Q1 2023)
• Top Cluster Head Investments (FY 2022)
• Top Cluster Head Investments (FY 2020)

• Manages a team of 10 Managers / Specialists
• Average cluster size was 80 headcounts
• Strategize and restructures branches processes to improve productivity
• Performance driven to exceed KPIs
• Recruitment and Development of New Bankers
• Events / Roadshow Planning
• Analyzes Data to Improve process / productivity
• Risks Management
• Supports Sales Head in Projects

Accolades

• Achieved Top GSM Q3 2019
• Achieved Top GSM Q2 & Q3 2018

• Managed a platform of 10 Team heads and 120 Bankers
• Build a systematic coaching process for team heads
• Build a systematic work process for Roadshows
• Involved in the restructuring / rebranding of the platform to attract talent / hires
• Manage the CIR of Roadshows
• Collaborated with HR on Recruitment Fairs
• Establish relationship with external vendors to plan for roadshows (Malls)
• Collaborate with UOB Cards on roadshows
• Risks Management - Implementation of AXS process
• Gamification - Created UOB Xbox Wealth Game for roadshows
• Coaching of first time line managers
• Driven to achieve financial KPIs and maintain banker productivity (CIR)

• Manages a team of Senior Personal Bankers and Home Loan Specialists
• Coaching and Development of bankers to exceed team targets
• Develop Award winning bankers and help them progress to client advisors
• Managed the first Emerging Affluent Branch in UOB Tampines (Treasury)
• Promoted to Deputy Cluster Head (double hat) in 2012 and assisted the Group Sales Manager in his duties.

Accolades

• Achieved Top 3 Business Manager FY 2011
• Achieved Platinum Award Top Manager Q1 & Q2 2011
• First Business Manager to Set the APE record in the Prudential UOB Partnership in 2011 (650k APE)
• Set the highest branch investment record in Jan 2013 (27m Unit Trusts from Parkway Branch)

• Manages a team of leading personal financial consultants (Wealth and Loan Sales)
• Fast track promoted BM (Promoted from sales to management within 3 years)
• Achieved Top Branch Manager in Aug 2008 and 7th in the network for FY 2008
• Coach and develop new bankers to exceed revenue targets
• Manage Risks and Audit (Trained as a CSM for 2 months prior to becoming a Branch Manager)
• Branch Operations - Trained in Branch daily operations and cash management
• Branch Audit - Trained in Branch Audit and process management

• Trained in Wealth and Loan Advisory
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.