TAY CHUN YUAN

Work History

Director (Private Wealth)

Maybank Singapore

07.2022 - Current

Plan and help manage clients' assets based on a thorough understanding of their needs and requirements
Build a strong client relationship by providing them sound lending, and investment solutions, working closely with the various product specialists
Be proactive in anticipating changes in both the client and their financial environment
Maintain a high standard of service quality and be compliant with the necessary rules and regulations at all times

Senior Associate Director (International Client)

Standard Chartered Bank

05.2018 - 06.2022

Achieve financial targets by enhancing existing and acquiring new relationships in the offshore market
Build and deepen relationships with portfolio of clients
Understand clients current and long term needs and advise them on the product and services to help them achieve their goals

Senior Team Head

RHB Bank

11.2016 - 05.2018

Manage a team of Premier Relationship Managers to improve the team performance
Ensure team target and individual productivity is achieved, by aligning the sales strategy with the business strategy
Ensure the smooth operation of the day-to-day activities of the Wealth Business
Ensure businesses comply with regulations, guidelines and internal processes
Be involved in business development ideas and activities to source for new-to-bank clients

Branch Manager

OCBC Bank

06.2015 - 11.2016

Manage resources in the branch, implement service initiatives in accordance with the Customer Experience guidelines and ensure consistency of service quality and delivery
Ensure that the branch premises are properly maintained and aligned to the Bank’s marketing guidelines
Manage operations risk and ensure that the Bank’s operational standards and requirements are adhered to
Manage effective channel migration programmes

Premier Banking Team Manager

OCBC Bank

07.2012 - 06.2015

Lead a team of Premier Banking Relationship Managers to achieve sales and service objectives
Mentor and inspire team members to achieve their full potential in sales and service excellence
Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals
Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets
Manage the relationships with new and existing affluent customers through professional consultative financial analysis
Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers
Ensure superior customer service and contribute to the overall customer experience of Premier Banking

Cage Manager (Casino Accounting)

Resort World Sentosa

01.2011 - 07.2012

Manage cage operations, chip bank, collection camp; count functions
Supervise casino cage staff to provide outstanding service to customers
Be vigilant of irregularities in the operation areas
Ensure strictest compliance with regulatory requirements, established policies and standard operating procedures
Conduct training to Cashiers and Supervisors

Treasury Sales Manager

Standard Chartered Bank

05.2010 - 01.2011

Partner & train the SME Relationship Managers to identify potential SME customers and follow up closures for treasury related products
Familiar with treasury related products such as vanilla foreign exchange, foreign exchange options, swaps, derivatives and structured deposits
Provide advisory services for foreign exchange, interest rate and hedging solutions to SMEs

Premier Relationship Manager

OCBC BANK

01.2007 - 05.2010

Provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of the bank full range of wealth management products
Proactively build and manage long-term customer relationships as well as provide good after-sales service to them
Help customer to build their wealth
Acquire new customer and expand client base
Ensure sales target are met every month consistently
Assist Branch Manager in supervising junior sales staff
Conduct product training for sales staff
Achievement: Top Rookie in West Cluster 2007, Achiever Conference Phuket 2008, Bancassurance Challenge Achiever Bintan 2009, Bancassurance (RP) Challenge Achiever Korea 2009, MDRT Experience Korea, Service Excellence Award (Gold), Achiever Trip (Top 20%) Korea 2014 Mid - year, Achiever Trip (Top 20%) Rome 2014 End – year, Achiever Trip ( Top 20%) Japan 2015 Mid – Year, Treasury Sales ( Top 10) 2Q & 3 Q 2014

Assistant Marketing Manager

Stream Peak International Pte Ltd

03.2006 - 01.2007

Submit marketing report and do marketing survey on new or potential products
Plan, execute and implement marketing activities such as new product launches, trades shows and support overall marketing plans, including advertising and promotions
In-charge of Marketing Communications responsibilities such as development of marketing collaterals and advertisement and maintaining corporate website
Maintain close working relationship with Sales Team and Distributors to successfully promote new products
Conduct marketing visit to Customers to understand and gather information for product improvement or opportunities
Tracking and compilation of competitive activities (market intelligence)
Travel overseas to meet potential customers and supporting the sales team in Asia Pacific
Conduct training for both local and overseas sales personnel

Sales & Marketing Executive

United Paper Industries Pte Ltd

05.2005 - 03.2006

Submit weekly sales plan & report
Update buying trend of individual customers
Handle and follow up on sales enquiries efficiently and accurately
Handle daily orders from Customers
Maintain and develop existing/potential customer relations
Maintain good & close working relationship with customers
Handle customers’ complaints and carry out service recovery
Carry out any further duties assigned from time to time by the Managers

Sales Executive

Apac Packaging Pte Ltd

04.2002 - 09.2004

Submit daily sales report
Carry out sales presentation
Handle and follow up on sales enquiries efficiently and accurately
Handle daily orders from Customers
Maintain and develop existing/potential customer relations
Maintain good & close working relationship with customers
Handle customers’ complaints and carry out service recovery
Carry out any further duties assigned from time to time by the Manager

Naval Combat Specialist

Republic of Singapore Navy

01.1996 - 01.2002

Supervisory of ship maintenance and operation
Conduct training and presentation as and when necessary

Summary

Overview

Work History

Director (Private Wealth)

Senior Associate Director (International Client)

Senior Team Head

Branch Manager

Premier Banking Team Manager

Cage Manager (Casino Accounting)

Treasury Sales Manager

Premier Relationship Manager

Assistant Marketing Manager

Sales & Marketing Executive

Sales Executive

Naval Combat Specialist

Education

Master of Science (Hons) - Management

Bachelor of Science (Hons) - Business & Management Studies (Marketing)

Skills

Certification

Icnumber

Extracurricular Activities

Hobbies and Interests

Personal Information

Timeline

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