Kenny Wan
Singapore
Summary
Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
16
16
years of professional experience
Work History
Offshore Premier Manager
Oversea-Chinese Banking Corporation
04.2023 - Current
- Managed and motivated employees to be productive and engaged in work.
- Started a new team by hiring 7 sales staff within a short span of 3 months
- Spear headed the wealth financing business with an average of 10 applications on a monthly basis and an average drawdown of 5 million per month.
- Maximized performance by monitoring daily activities and mentoring team members.
Senior Team Head
United Overseas Bank
04.2020 - 04.2023
- Responsible for the development and growth of the Privilege Banking Franchise and to ensure quality service and operational effectiveness
- Lead, motivate and manage a team of Client advisors in bringing in sales to meet targets
- Conducting seminars and webinars to engage privilege banking clients on various topics such as insurance and investment
- Qualified for The Achievers Convention for 2021.
Branch Business Manager
Development Bank of Singapore
04.2014 - 04.2020
- Responsible for monitoring Wealth Planning Managers and Wealth Planning Managers (Insurance Specialist) Sales Targets
- Responsible for hiring new sales hires to join the team
- Conducting Seminars and Workshops on retirement planning as well as investment seminars
- Sales Validation and Sales Coaching done to adhere to the bank's compliance
- Assisted in coordinating and managing the opening of new branches in Pasir Ris East and White Sands
- Top BBM for East 3 Region in Q3 2017, Q4 2018, Q1 2019, Q2 2019.
Branch Business Manager
Bank of China
12.2011 - 03.2014
- Responsible for monitoring Personal Bankers/ Senior Personal Bankers wealth targets
- Ensure the smooth day to day running of the frontline and back line operations, observing tasks completeness and deadlines
- To manage income and expenditure of the branch
- To provide timely information and/or recommendations to the Management on issues that will have an impact on the business
- Assigned to hire Personal Bankers / Senior Personal Bankers to join the team
- Monthly Coaching and Meeting carried out to sales staffs to ensure that they are on track with the bank's direction and targets are met
- Ensure that proper documentation are compliant and error free with regards to wealth products
- Top UT branch for end 2011 and 1H 2012.
Business Manager
Standard Chartered Bank
07.2009 - 11.2011
- Lead a team of 10 Personal Financial Consultant and Excel Relationship Managers to achieve their quarterly revenue targets
- Top 5 Branches in Q4 2009, Q1 2010 and Q2 2010 (nex Serangoon)
- Top Acquisition Branch in Q1 2010
- Assisted in the grand opening of nex Serangoon branch in Dec 2010
- Achieved top insurance branch in Dec 2010
- Coaching & Meeting carried out monthly to understand and resolve challenges faced by sales staff.
Relationship Manager
Standard Chartered Bank
01.2008 - 06.2009
- Provide wealth advisory to clients with regards to Mutual Funds, Insurance, Treasury and Mortgage Loans
- Manage and grow customer's AUM with the bank
- Entered the Elite club in 2H 2008 for consistent sales performance
- Promoted from Personal Financial Consultant to Excel Relationship Manager within 3 Quarters
- Continued to perform well as an Excel Relationship Manager while portraying leadership potential
- Promoted to Business Manager in July 2009.
Education
Bachelor of Business Management -
Royal Melbourne Institute of Technology
12.2007
RMIT
06.2006
Skills
- Microsoft Word
- Powerpoint
- Excel
- Access
- Outlook Express
Languages
English
Bilingual or Proficient (C2)
Mandarin
Bilingual or Proficient (C2)
Professional Title
With over 12 years as a sales manager, I have extensive experience in building a high functioning sales team that consistently achieve budget numbers. I also have the ability to groom talent which have seen many individuals move up the rank. I am seeking new challenges to lead in a fast paced environment in the premiere offshore banking platform
Personal Information
Date of Birth: 09/28/81
References
- Vicky Tan (Ms), Standard Chartered Bank, Cluster Head, 97715571
- Melvin Lim (Mr), United Overseas Bank, Business Director, 93821595
Timeline
Offshore Premier Manager
Oversea-Chinese Banking Corporation
04.2023 - Current
Senior Team Head
United Overseas Bank
04.2020 - 04.2023
Branch Business Manager
Development Bank of Singapore
04.2014 - 04.2020
Branch Business Manager
Bank of China
12.2011 - 03.2014
Business Manager
Standard Chartered Bank
07.2009 - 11.2011
Relationship Manager
Standard Chartered Bank
01.2008 - 06.2009
Bachelor of Business Management -
Royal Melbourne Institute of Technology
RMIT
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