Kian Wan Ho
Senior Portfolio Relationship Manager
Summary
Experienced with building and sustaining strong client relationships. Utilizes effective communication and problem-solving skills to address client needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management.
Overview
10
10
years of professional experience
Work History
Senior Portfolio Relationship Manager
Standard Chartered Bank
10.2024 - Current
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Owner
Service First Employment
05.2022 - 10.2024
• Business owner handling finance, operations, logistics, sales, and marketing.
• Delivered personalized service, matching employers with suitable helpers based on specific needs and preferences.
Senior Business Manager
American Express
01.2020 - 04.2023
• SME corporate credit card sales (B2B); onboarded 300+ new accounts.
• Hit 100% target for all FY; drove business growth via strategic partnerships.
• Assisted in developing targeted mailing campaigns that resulted in higher response rates from potential customers.
• Conducted successful cold calls to generate new leads and expand the company''s client base.
Sales Manager
Credit Culture
03.2019 - 08.2019
• First sales hire; drove loan origination via broker partnerships.
• Led business development; disbursed $2mm in personal loans within 2 months post‑launch.
• Led sales team to success with motivational coaching & performance‑based incentives.
• Negotiated contracts with vendors and suppliers, ensuring the best pricing and terms for company profitability.
Mortgage Specialist
Citibank
05.2017 - 03.2019
• Sourced mortgage loans via property agents, brokers, and internal channels.
• Hit $10mm monthly sales within 6 months; achieved $52mm sales in FY2018.
• Awarded Excellent Service Award (Silver) 2018.
• Contributed to bank's digital transformation, driving online lead generation & conversion.
Relationship Manager
DBS Bank
07.2016 - 05.2017
• Sold full suite of wealth management products (focus on insurance), exceeding branch targets.
• Generated leads & converted clients via B2C sales & telemarketing.
• Managed client relationships in retail banking branch.
• Recipient of Raising Star Award 2016.
Education
Bachelor of Science - Information Communication
Manchester Metropolitan University
UK 04.2001 -
Diploma - Information Technology
Ngee Ann Polytechnic
Singapore 04.2001 -
Skills
Client relationship management
Portfolio management
Business banking solutions
Cross-functional collaboration
Excellent communication
Client engagement
Issue resolution
Client acquisition
Timeline
Senior Portfolio Relationship Manager
Standard Chartered Bank
10.2024 - Current
Owner
Service First Employment
05.2022 - 10.2024
Senior Business Manager
American Express
01.2020 - 04.2023
Sales Manager
Credit Culture
03.2019 - 08.2019
Mortgage Specialist
Citibank
05.2017 - 03.2019
Relationship Manager
DBS Bank
07.2016 - 05.2017
Bachelor of Science - Information Communication
Manchester Metropolitan University
04.2001 -
Diploma - Information Technology
Ngee Ann Polytechnic
04.2001 -