Shie Win Chuah
Relationship Manager
Summary
Enthusiastic and optimistic sales professional with 8 years experience in investment management, financial planning and client relationship management.
Overview
8
8
years of professional experience
7
7
Certifications
4
4
Languages
Work History
Relationship Manager
UOB Bank
01.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Personal Wealth Manager
UOB Bank
04.2023 - 12.2023
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- To act promptly on all leads and follow up activities.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning.
Personal Wealth Executive
UOB Bank
12.2021 - 03.2023
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- To act promptly on all leads and follow up activities.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning.
Relationship Manager
Cimb Bank Berhad
02.2020 - 05.2021
- Manage and acquire high net worth customers through effective relationship management.
- Promote and sell wide range of wealth products to customers.
- Analyze economic trend, global market, customer need and competitive products in order to structure personalized banking offering.
Personal Financial Consultant
Cimb Bank Berhad
02.2019 - 01.2020
- To promote and sell a wide range of wealth, loans and bancassurance products to bank's existing and potential customers.
- To ensure customer satisfaction and provide excellent after sales service.
- To act promptly on all leads and follow up activities.
Personal Financial Consultant
OCBC Bank (M) Berhad
04.2017 - 02.2019
- Provide 'one-stop' banking solutions to customers.
- provide professional advice and appropriate financial products based on customers' needs.
- To achieve individual sales target and contribute towards the achievement of the branch target.
Education
Bachelor of Engineering Entrepreneurship
University Malaysia Perlis
Perlis, Malaysia 01-2016
Skills
Relationship building
Accomplishments
- Gold Qualifier Top Personal Wealth Executive 3rd Quarter 2022
- Platinum Award Top Personal Wealth Executive 4th Quarter 2022
- Star Elites Award 2022
- Platinum Award Top Personal Wealth Executive 1st Quarter 2023
- Stars of Tomorrow Personal Wealth Banking 1H 2023
- Certificate of Achievement in Bancassurance - UOB Prudential TAC Flying Start 2023 - Bangkok Trip
- TAC qualifier: 3rd and 4th Quarter 2022, 1st, 2nd, 3rd quarter 2023
- Insurance Platinum Award in Quafter 2 2023
- Certificate of Recognition for UOB-PRU Banca Convention 2024 - Greece
Certification
HI
Timeline
Relationship Manager
UOB Bank
01.2024 - Current
Personal Wealth Manager
UOB Bank
04.2023 - 12.2023
Personal Wealth Executive
UOB Bank
12.2021 - 03.2023
Relationship Manager
Cimb Bank Berhad
02.2020 - 05.2021
Personal Financial Consultant
Cimb Bank Berhad
02.2019 - 01.2020
Personal Financial Consultant
OCBC Bank (M) Berhad
04.2017 - 02.2019
Bachelor of Engineering Entrepreneurship
University Malaysia Perlis
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