Summary
Overview
Work History
Education
Skills
Affiliations
Awards
Personal Information
Timeline
Generic

Dwayne Lee Nai Zhou

Summary

Reliable with strong interpersonal skill, able to articulate complex financial management concepts to a wide variety of professional and non-professional audiences. Strong entrepreneurship skill, able to work well independently or part of a team.

Overview

10
10
years of professional experience

Work History

Treasures Bancassurance Specialist

DBS Bank Ltd
11.2023 - Current

Work with various Treasures Relationship Managers from different teams within the District to actively engaged their client for Universal life and insurance opportunities.

Assigned to a dedicated team of Relationship Managers that deal with only client with Accredited Investor status.

Provide innovative product solutions to address customers' retirement planning, savings and financial protection needs to meet their financial goals.

Privilege Client Advisor

UOB BANK LTD
06.2023 - 10.2023

Responsible for managing and maintaining healthy relationships with new and existing clients to achieve their long-term goals by providing financial advice supported by proper fact-finding process and risk-first approach model, strategizing in tailored financial products to suit their financial needs

Premier Relationship Manager

OCBC Bank Ltd
03.2021 - 06.2023

Understanding high net worth clients needs, provide personalised financial solutions and market updates, while maintaining and building new/existing relationships on the premier/privilege segment

Personal Wealth Manager

UOB Bank Ltd
01.2021 - 02.2021

Acquiring and building strong banking relationship with new and existing customers.

Provide professional reliable portfolio re-balancing.

Personal Wealth Executive

UOB Bank Ltd
01.2018 - 12.2019

Understand each customer’s financial need as well as providing them with timely information, advice and recommendations to enhance their banking experience.

Junior Executive in Marketing & Corporate Comm

Suez Capital Sdn Bhd
02.2017 - 12.2017

Undertake marketing activities for property project development and carry out detailed market research in the targeted project area.

Propose ideas and insight on project branding and specifications.

Personal Wealth Executive

07.2015 - 06.2016

Education

Bachelor of Business - International Business

RMIT University
06.2015

Associate Degree in Business -

RMIT University
06.2015

Skills

  • Analytical Reasoning
  • Empathy
  • Customer Relationship Management
  • Time Management
  • Strong Communication Skills
  • Problem Solving
  • Strong Articulation Skills

Affiliations

  • Golden Key International Honour Society, 09/01/15 - Present, Awarded an invitation to join Golden Key, the world’s largest collegiate honour society. Membership to the society is by invite only and applies to the top 15% of college and university students.
  • Student Learning Advisor Mentors (SLAMS), 2015, Slams are volunteer students who have received 75 and above in one of relevant courses and are willing to help mentor other students in need.

Awards

  • Top Banker of the Batch, 01/01/18
  • Top APE Personal Banker, 04/01/18
  • Centurion Award is (>100K APE), 06/01/18
  • Top Personal Banker Group 5 Q2, 06/01/18
  • The Achiever’s Club Insurance Platinum Award, 06/01/18
  • Elite Honours Club - Platinum Award, 07/01/18
  • Rising Star Award, 09/01/18
  • Investment Million Dollar Club (Gold), 10/01/18
  • Top Sales Advisor (2nd), 10/01/18
  • Top Investment Rookie (3rd), 12/01/18
  • The Achiever’s Club Gold award, 06/01/19
  • The Paramount Award (>100K APE), 06/01/19
  • Top Case Count (Insurance), 06/01/19
  • Insurance Bronze Award (70K APE), 07/01/19
  • One Million Investment Award, 07/01/19
  • Top Personal Banker, 07/01/19
  • Million Dollar UT Club, 09/01/19
  • Investment Bronze Award, 11/01/19
  • Bronze Insurance Award, 12/01/19
  • Top Personal Banker, 12/01/19
  • Fund Royale Investment Champion, 09/01/19
  • The Achiever’s Club Gold award, 09/01/19
  • Top Sales Advisor (3rd), 09/01/19
  • Top Insurance APE award (>100K Ape), 02/01/20
  • The Achiever’s Club Gold Award, 01/01/20
  • Monthly Star Award, 07/01/21
  • Monthly Star Award, 08/01/21
  • Monthly Star Award, 10/01/21
  • Monthly Star Award, 03/01/22
  • Monthly Star Award, 05/01/22
  • Monthly Star Award, 06/01/22
  • Monthly Star Award, 08/01/22

Personal Information

  • Date of Birth: 03/20/93
  • Gender: Male
  • Nationality: Malaysian

Timeline

Treasures Bancassurance Specialist

DBS Bank Ltd
11.2023 - Current

Privilege Client Advisor

UOB BANK LTD
06.2023 - 10.2023

Premier Relationship Manager

OCBC Bank Ltd
03.2021 - 06.2023

Personal Wealth Manager

UOB Bank Ltd
01.2021 - 02.2021

Personal Wealth Executive

UOB Bank Ltd
01.2018 - 12.2019

Junior Executive in Marketing & Corporate Comm

Suez Capital Sdn Bhd
02.2017 - 12.2017

Personal Wealth Executive

07.2015 - 06.2016

Associate Degree in Business -

RMIT University

Bachelor of Business - International Business

RMIT University
Dwayne Lee Nai Zhou