Summary
Overview
Work History
Education
Skills
References
Certification
Additional Information
Languages
Timeline
Generic

PEH ZHEN NI

Summary

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over five years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.


Overview

8
8
years of professional experience
1
1
Certification

Work History

Relationship Manager

United Overseas Bank Limited
08.2018 - 07.2023
  • Strengthened local and offshore (Greater China) client relationships by actively listening to their needs and providing tailored financial solutions.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
  • Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
  • Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
  • Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.

Freelance ED's Assistant

Riveria Marketing Pte Ltd
01.2018 - 06.2018
  • Increased efficiency by implementing new processes and providing administrative support to management.
  • Streamlined office operations for enhanced productivity with organized filing systems and task prioritization.
  • Supported business growth by assisting in marketing campaigns and coordinating events.
  • Assisted ED in decision-making processes based on thorough research and analysis of available data.
  • Prepared PowerPoint presentations for senior-level staff with attention to detail.
  • Created and distributed agendas for meetings and conference calls as part of meeting preparation.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.

Freelance Department Assistant

Mothercare (S) Pte Ltd
04.2016 - 06.2016
  • Assisted several departments such as E-commerce, Marketing and Merchandising
  • E-commerce] Ranging in missing products from top brands and proposing new products that can be brought in
  • E-commerce] Editing of product information for the online store
  • Marketing] Photo editing needed for print media and preparation of advertisements
  • Merchandising] Assisted the visual merchandiser with the store window display
  • Merchandising] Assisted the buyers with their merchandising lists.

E-commerce Department Intern

Mothercare (S) Pte Ltd
09.2015 - 11.2015
  • Assisted the department in the launching stage of the new online store such as website check, adding/editing product information and price
  • Product photography, photos editing as well as website editing
  • Troubleshooting for the new website through User Acceptance Testing (UAT)
  • Responsible for the e-commerce warehouse management.

Education

Business Management

Royal Melbourne Institute of Technology
Singapore, Null, Singapore
11.2017

Diploma in Retail Management -

Temasek Polytechnic
04.2016

Skills

  • Microsoft Word/ Excel /Powerpoint
  • Relationship Building and Management
  • Overcoming Objections
  • Customer Service
  • Sales Reporting
  • Investment and Wealth Planning
  • Client Acquisition
  • Fluent in English and Chinese (Speaking and Writing)

References

References available on request

Certification

CMFAS Certifications - M5/ M8A/ M9/ M9A/ M6A/ M1B/ CACS Paper 2 and pending Paper 1


Additional Information

  • Applying for part time MBA

Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Chinese (Cantonese)
Upper intermediate (B2)

Timeline

Relationship Manager

United Overseas Bank Limited
08.2018 - 07.2023

Freelance ED's Assistant

Riveria Marketing Pte Ltd
01.2018 - 06.2018

Freelance Department Assistant

Mothercare (S) Pte Ltd
04.2016 - 06.2016

E-commerce Department Intern

Mothercare (S) Pte Ltd
09.2015 - 11.2015

Business Management

Royal Melbourne Institute of Technology

Diploma in Retail Management -

Temasek Polytechnic

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