Summary
Overview
Work History
Education
Skills
Awards
Timeline
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Luu Tieu Ky (Kelly)

Luu Tieu Ky (Kelly)

Senior Client Acquisition Manager
Singapore

Summary

Detail-oriented and client-focused banking professional with over 9 years of experience across front-line relationship management and branch operations. Proven ability to balance client service excellence with adherence to regulatory and compliance standards. Seeking to transition into a Middle Office Compliance role to leverage deep knowledge of banking processes, risk awareness, and customer due diligence practices.

Overview

11
11
years of professional experience
5
5
years of post-secondary education
2
2
Languages

Work History

Senior Client Acquisition Manager

UOB Bank
10.2021 - Current
  • Acquiring high-affluent clients with assets under management (AUM) of at least S$350,000, using multi-channel strategies targeting both Vietnam and Indonesia.
  • Partnering with Privilege Banking Client Advisors to deliver a seamless Total Wealth Management experience.
  • Managing account opening processes, promoting exclusive deposit products and services to new clients.
  • Conducting KYC due diligence, including verifying Source of Wealth (SOW) and Source of Funds (SOF), to ensure compliance with internal and regulatory standards.
  • Upholding compliance and legal guidelines, adhering to internal policies and external regulations, consistently.

Branch Relationship Manager

OCBC Bank
08.2018 - 09.2021
  • Developed and maintained strong client relationships while adhering to regulatory frameworks and internal controls.
  • Delivered compliant wealth management advice, aligned with MAS regulations and risk profiling guidelines.
  • Educated clients on investment options, with emphasis on transparency, risk disclosure, and suitability.
  • Contributed to branch audit readiness by maintaining accurate documentation and KYC records.
  • Achieved consistent recognition for service excellence and client trust.

Assistant Service Manager

Maybank
11.2017 - 07.2018
  • Supported compliance with internal policies and operational risk controls while overseeing daily branch functions.
  • Ensured SOP adherence in transaction monitoring, customer onboarding, and service delivery.
  • Maintained positive customer relationships, identified and referred clients for business opportunities, and ensured high levels of customer satisfaction.


Service Manager

UOB Ltd
09.2014 - 11.2017


  • Oversaw daily branch operations to ensure efficiency in service delivery.
  • Drove service excellence and manage sales referrals from client interactions or branch channels.
  • Maintained high standards of operational controls and audit readiness.
  • Ensured compliance with both internal governance policies and external regulations.
  • Adhered to SOPs for transaction monitoring, account maintenance, and escalation handling.

Education

Bachelor of Commerce - Accounting

Murdoch University – Kaplan
01.2016 - 01.2018

Diploma - Aerospace Systems & Management

Nanyang Polytechnic
01.2011 - 01.2014

Skills

  • Compliance Awareness (MAS Guidelines, AML/CFT)
  • Risk and Controls
  • KYC & Documentation
  • Client Onboarding & Due Diligence
  • Analytical Thinking & Investigation
  • Relationship Management
  • Communication & Stakeholder Handling
  • Adaptability and flexibility
  • Customer service

Awards

  • Multiple-time winner – UOB PFS Sales & Distribution Recognition Award (2022-2024)
  • Multiple-time winner – OCBC Premier Banking Star Award (2018–2020)
  • Top 5 Unit Trust Sales – Central Cluster, OCBC (2019)
  • Service Champion League Winner – UOB (2016)
  • EXSA Star Award by SPRING Singapore & ABS

Timeline

Senior Client Acquisition Manager

UOB Bank
10.2021 - Current

Branch Relationship Manager

OCBC Bank
08.2018 - 09.2021

Assistant Service Manager

Maybank
11.2017 - 07.2018

Bachelor of Commerce - Accounting

Murdoch University – Kaplan
01.2016 - 01.2018

Service Manager

UOB Ltd
09.2014 - 11.2017

Diploma - Aerospace Systems & Management

Nanyang Polytechnic
01.2011 - 01.2014

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Luu Tieu Ky (Kelly)Senior Client Acquisition Manager