Nicky Lee Wei Liang
Singapore
Summary
To thrive in a dynamic and intellectually stimulating environment where I can leverage my 16 years of experience in finance, applying my analytical skills, financial expertise, and problem-solving abilities to drive organizational success while continuing to expand my industry knowledge
Overview
16
16
years of professional experience
Work History
Senior Consultant
Affin Advisory Pte Ltd
02.2024 - Current
- Provide personalized advice on suitable SME loan products and financing options based on business owners’ requirements
- Assess the financial well-being of small and medium enterprises (SMEs) by examining their financial statements, cash flow, and creditworthiness
- Negotiate favourable terms on behalf of clients when presenting loan applications to lenders
- Maintain up-to-date knowledge of lending products, industry trends, and regulatory changes
Project Manager
Kj Sites Pte Ltd
06.2022 - 01.2024
- Create and design the economic model of the token / Nft
- Oversee cryptocurrency project timelines and deliverables
- Develop and execute marketing strategies to promote the project
- Collaborate and partnership with other blockchain projects, companies and organization to enhance credibility and reach out
- Manage stakeholder communications
Deputy Team Manager
Maybank Singapore Limited
11.2014 - 04.2022
- Assist the team manager in managing the SME (Small and Medium Enterprise) banking segment and guiding team members on sales strategies, credit analysis, and customer engagement
- Develop and maintain relationships with SME clients to expand the bank’s portfolio by identifying new business opportunities and cross-sell relevant banking products
- Assist in evaluating credit proposals and ensuring compliance with risk policies
- Work closely with internal departments such as Credit, Operations, and Compliance to ensure smooth and efficient workflow
- Conduct necessary Know Your Customer (KYC) and Customer Due Diligence (CDD) checks
- Achieve both individual and team revenue targets
Financing Solution Manager
Malayan Banking Berhad (Maybank)
09.2012 - 10.2014
- Responsible for promoting and advising clients on home financing solutions and renovation loans
- Acquire and grow a portfolio of home loan customers through various channels, including referrals, online applications, and property agents
- Assist in evaluating loan applications by assessing customers' creditworthiness, income stability, and debt servicing ratios (TDSR/MSR)
- Work closely with internal teams such as Credit, Operations, and Legal to ensure smooth loan processing
- Identify cross-selling opportunities to boost revenues
- Conduct necessary Know Your Customer (KYC) and Customer Due Diligence (CDD) checks
- Achieving both individual and team revenue targets
- Stationed at Maybank@HDB HUB branch
Account Executive
Malayan Banking Berhad (Maybank)
03.2010 - 01.2012
- Conduct outbound sales calls to promote and sell credit card products to potential customers to introduce a range of consumer products such as credit card, unsecured loans and overdraft facility
- Identify potential cross-selling opportunities to boost revenue
- Works closely with the Sales and Marketing Department to optimize card sales and to deliver superior customer services
- Ensure prompt follow up and proper documentation completion for application submission
- Achieving both individual and team revenue targets
Loan Telemarketer
DBS
01.2009 - 02.2010
- Conduct outbound telemarketing calls to promote balance transfer programs to existing and potential customers
- Follow up on leads from marketing campaigns, online applications, and bank referrals
- Identify cross-sell opportunities during customer interaction to help gain results on inbound calls to boost revenues
- Guide customers through the application process, ensuring proper documentation and submission
- Ensure good follow-ups & give existing customers heads-up on hot deals
- Achieve and exceed individual and team sales targets
Education
Bachelor of Commerce - Banking and Finance(Double Major)
Murdoch University
01.2012
Diploma - Business Administration
Kaplan Singapore
01.2009
Diploma - Mechatronics
Singapore Polytechnic
01.2006
Cambridge GCE 'O' Level - 5 Credits
BMC School
01.2004
PSLE -
Rosyth Primary School
01.1997
Skills
- Proficient in English
- Mandarin Proficiency
- Teochew Dialect Communication Skills
- Hokkien Language Skills
- Windows 10
- Windows 11
- Proficient in Microsoft Office
- Digital Literacy
Extracurricular Activities And Achievements
- Maybank Singapore Limited, Top revenue and fee income for FY2020 (SME Banking), Top 3 achiever for revenue and fee income from FY2016 to FY2020 (SME banking), Top 2 achiever for FY2010 & 2011 (Credit card sales)
- Republic of Singapore Navy, Achieved 2nd SGT rank.
Knowledge And Skills
Fluent oral and written, Fluent oral and written, Teochew, Hokkien, Windows 10 and 11, Proficient in Microsoft Office, Internet proficient
Personal Information
- Ethnicity: Chinese
- License: Class 3
- Date of Birth: 09/10/85
- Gender: Male
- Marital Status: Married
- Religion: Christian
Timeline
Senior Consultant
Affin Advisory Pte Ltd
02.2024 - Current
Project Manager
Kj Sites Pte Ltd
06.2022 - 01.2024
Deputy Team Manager
Maybank Singapore Limited
11.2014 - 04.2022
Financing Solution Manager
Malayan Banking Berhad (Maybank)
09.2012 - 10.2014
Account Executive
Malayan Banking Berhad (Maybank)
03.2010 - 01.2012
Loan Telemarketer
DBS
01.2009 - 02.2010
Diploma - Business Administration
Kaplan Singapore
Diploma - Mechatronics
Singapore Polytechnic
Cambridge GCE 'O' Level - 5 Credits
BMC School
PSLE -
Rosyth Primary School
Bachelor of Commerce - Banking and Finance(Double Major)
Murdoch University
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