LEE HUAY LING
Sembawang
Summary
Goal-oriented manager with distinguished experience in futures brokerage industry and equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Strong ability to cultivate client relationships, ensure client satisfaction, resolving complex issues, analyze market trends, and implement innovative solutions to meet organizational goals. Excellent communication, negotiation, and leadership skills.
Personal Information
- Gender: Female
- Date of Birth: 05/22/86
- Nationality: Singaporean
Overview
13
13
years of professional experience
4
4
Certification
Skills
- Account Management
- Lead Generation
- New Business Development
- Sales Planning
- Team Leadership and Development
- Issue Resolution and Problem Solving
- Negotiation and Persuasion
- Service Process Improvement
- Communication and Interpersonal Skills
- Client Onboarding and Retention
- Product Knowledge
- Decision-Making
- Staff Training
- Microsoft Office (Word, Excel, Power Point), Intermediate in Software Package for Social Science (SPSS) and Internet savvy
Work History
Client Service Manager
Guotai Junan Futures (Singapore) Pte Ltd
11.2022 - Current
- Lead a team of 2 sales professionals, mentoring and providing guidance, training, and support to ensure high-quality client service delivery.
- Developed customized sales presentations and proposals to address client needs and demonstrate the value of futures brokerage services.
- Manage physical commodities traders, proprietary groups, High Frequency Traders (HFTs) and Futures Commission Merchant (FCMs).
- Generated new accounts resulting in a 20% annual growth in revenue over a year.
- Acted as the primary point of contact for key clients, addressing inquiries, resolving issues, and ensuring a seamless service experience.
- Built and maintained strong relationships with key clients.
- Successfully managed client onboarding processes, ensuring compliance with regulatory requirements and internal policies.
- Conducted training and mentored team members to enhance team skills and knowledge on product offerings, promote productivity and commitment to friendly service.
- Played a key role in organizing and participating in industry conferences and networking events to promote the company’s products and services.
- Created customer support strategies to increase customer retention.
Assistant Manager, Business Development
Phillip Nova Pte Ltd (Formerly Phillip Futures)
08.2020 - 11.2022
- Strong background in Marketing with 11 years of experience in directed marketing strategies, business development plans, promotional activities to create awareness and expanding business
- Monitor and report department’s performance
- Handle professional traders, proprietary groups, High Frequency Traders (HFTs) and Futures Commission Merchant (FCMs)
- Responsible for achieving annual revenue targets and objectives
- Consistently achieved 70% of targets set previous years
- Responsible for achieving annual revenue targets and objectives
- In charge of mentoring and coaching when onboarding new junior staff
- In charge of mentoring and coaching new staff
- Actively involved in new business developments and capitalizing on business opportunities
- Establishing new client relationships and servicing existing client base
- Establish new client relationships and service existing clients
- Onboard new clients from Singapore, Malaysia and Europe
- Plan educational webinars, networking events and symposiums.
Business Development Executive
Phillip Futures Pte Ltd
01.2011 - 07.2020
- Onboard new clients
- Successfully market key products to clients within a short period of interaction with them
- Able to retain clients through excellent service and support
- Organize events for existing clients and prospects
- Resolve issues for clients
- Generate monthly analysis reports.
Education
Master of Business Administration (MBA) majoring Marketing -
National University of Malaysia
01.2010
Bachelor of Material Science (Hon) -
National University of Malaysia
01.2009
Malaysia Higher School Certificate (STPM) -
Malacca High School (MHS)
01.2005
Certification
- Licensed representative under Securities and Futures Act (CAP 289) ("SFA") and/or Financial Advisers Act (CAP 110) ("FAA").
- CMFAS Module 1A, Module 2A, Module 5 and Module 6A.
Additional Experience and involvement
2006-2010 (in National University of Malaysia)
- Committee of Sport Biro in charged of publicity (As Vice President in Fitness Test Programme)
- Committee of Ponggal Festival and Angpao Festival Programme
- Member of Red Cross Society UKM
- Participated in UKM Independent Run, Family Day
2004-2005 (in Malacca High School)
- Member of Red Cross Society
- Member of Visual Arts Society
- Participated in International Physics Olympiad with honors
1999-2003 (in Canossa Convent Malacca)
- Served as Form 1 and Form 2 Representative of Mathematics and Science Society
- Active member of Chinese Society. Participated in Canteen Day and Singing Competition
- Active member of Buddhist Society. Represented school in Buddhist Society Singing Competition from 2002-2003
- Active member of Red Cross Society. Represented school in Marching Competition 2000-2001
- Represent School for Choral Speaking Competition 2002
- Represent team in Annual School Sports
Languages
English
Upper intermediate (B2)
Chinese (Mandarin)
Upper intermediate (B2)
Chinese (Cantonese)
Intermediate (B1)
Malay
Intermediate (B1)
German
Elementary (A2)
Timeline
Client Service Manager
Guotai Junan Futures (Singapore) Pte Ltd
11.2022 - Current
Assistant Manager, Business Development
Phillip Nova Pte Ltd (Formerly Phillip Futures)
08.2020 - 11.2022
Business Development Executive
Phillip Futures Pte Ltd
01.2011 - 07.2020
Master of Business Administration (MBA) majoring Marketing -
National University of Malaysia
Bachelor of Material Science (Hon) -
National University of Malaysia
Malaysia Higher School Certificate (STPM) -
Malacca High School (MHS)
- Licensed representative under Securities and Futures Act (CAP 289) ("SFA") and/or Financial Advisers Act (CAP 110) ("FAA").
- CMFAS Module 1A, Module 2A, Module 5 and Module 6A.
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