Summary
Overview
Work History
Education
Skills
Timeline
Generic
Ryce Seet

Ryce Seet

Singapore

Summary

Meticulous, detail oriented and highly organized Excels in communication and always believe that empathy and respect is the key to relationship building Always keen to learn, leaving no stone unturned Highly adaptable to any organizational changes Outgoing and enthusiastic person who enjoys working with people

Highly energetic and driven Manager, with more than 5 years of Wealth Planning and Customer Service experience. Ambitious and results-oriented with over 5 years of experience in customer acquisition and business development. Experienced in forming strategic alliances with business partners.

Overview

10
10
years of professional experience

Work History

Manager, Housing Schemes Department

CPF Board
05.2021 - Current
  • Managed and motivated employees to be productive and engaged in daily operations.
  • Review and enhance policies, guidelines, systems and processes to improve the efficiency and effectiveness of the CPF Housing Schemes.
  • Manage appeals, feedback and enquiries related to the Schemes from CPF members and business partners.
  • Conduct data analysis to improve policies and operation efficiency.
  • Planned mandatory training courses for staff upskilling and Led the Lean Six Sigma project for the streamlining of Housing application procedures.
  • Accomplished multiple tasks within established timeframes.

Wealth Planning Manager, Consumer Banking Group

DBS Bank Ltd
08.2019 - 09.2020
  • Innate ability to personalize pitch to potential clients.
  • Developed comprehensive financial plans, estate planning, and investment strategies.
  • Build and maintain relationships to ensure business sustainability via high degree of professionalism displayed in financial solutions offered to clients, while helping them to achieve their financial goals.
  • Clear understanding of banking regulation and adhere to the rules and guidelines.
  • Adopted a systematic, process-driven approach for customer acquisition. This includes tagging walk-in, tele-prospecting and/or outreach programs.
  • Evaluated economic trends for their impact on individual portfolios, making adjustments when necessary.

Insurance Specialist, Partnership Distribution

Prudential Assurance
06.2018 - 08.2019
  • Assess clients’ financial situation by gathering information regarding investments, asset allocation, savings, retirement planning and estate planning; evaluating risk tolerance.
  • Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
  • Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
  • Close monitoring of client’s financial situation by tracking changes in wealth and life stages; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
  • Streamlined policy management by regularly updating client information and tracking policy changes.
  • Consistent upgrading of financial knowledge by keeping abreast with the financial markets, general economic conditions and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.

Relationship Manager, Channel and Partnership

RHB Bank Berhad
11.2016 - 06.2018
  • Achieve agreed business/sales targets by managing existing customers and by the identification and development of new accounts.
  • Formulated new to business alliances with various independent financial intermediaries.
  • Provides quality customer service with high degree of product knowledge with personalized customer solutions based on client’s needs.
  • Acquisition of High-Net-Worth Clients and become their main source of contact.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.

Frank Ambassador

OCBC Bank Ltd
08.2015 - 03.2016
  • Promoted good customer relations and premier customer satisfaction by demonstrating friendly demeanor and can-do attitude.
  • Top-notch customer enquires handling.
  • Meticulous in risk and compliance assessment to protect the bank’s interest.
  • Proficient in banking products, including loans, account opening, Education loans and Extra Easi Credit.
  • Skilled in solving problems faced by customers.

Education

Bachelor of Business - Banking and Finance

Murdoch University

Diploma - Business Information Technology

Temasek Polytechnic

Skills

  • Customer service
  • Team leadership
  • Time management
  • Decision-making
  • Verbal and written communication
  • Complex Problem-solving
  • Staff management
  • Documentation and reporting

Timeline

Manager, Housing Schemes Department

CPF Board
05.2021 - Current

Wealth Planning Manager, Consumer Banking Group

DBS Bank Ltd
08.2019 - 09.2020

Insurance Specialist, Partnership Distribution

Prudential Assurance
06.2018 - 08.2019

Relationship Manager, Channel and Partnership

RHB Bank Berhad
11.2016 - 06.2018

Frank Ambassador

OCBC Bank Ltd
08.2015 - 03.2016

Diploma - Business Information Technology

Temasek Polytechnic

Bachelor of Business - Banking and Finance

Murdoch University

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Ryce Seet