LIET JYE TENG
Summary
Motivated relationship officer with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with more than five years' experience in banking.
Overview
6
6
years of professional experience
Work History
Durian and Oil Palm Plantation Manager
Family Business
11.2019 - Current
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Worked flexible hours; night, weekend, and holiday shifts.
- Improved operations through consistent hard work and dedication.
Senior Wealth Advisor
KGI securities
04.2019 - 10.2019
- Kept client financial plans optimized for current market trends and economic conditions.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Carried out day-day-day duties accurately and efficiently.
- Developed and maintained courteous and effective working relationships.
- Managed over 50 customer calls per day.
SENIOR RELATIONSHIP MANAGER
Bank of China Singapore
10.2018 - 03.2019
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
RELATIONSHIP MANAGER
RHB Singapore
05.2017 - 10.2017
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
RELATIONSHIP MANAGER
United Overseas Bank Limited, UOB
09.2015 - 05.2017
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Worked with clients to address and respond to client and partnership management issues.
Education
Bachelor’s Degree - Business Administration, marketing
University Utara Malaysia (UUM)
MalaysiaSkills
- Wealth Management
- Investment Recommendations
- Financial Consulting
- Client Satisfaction
- Service Accounts
- Customer Care
- Serve Client Needs
- Financial Services
- Investment Portfolio Management
Languages
Malay
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Chinese (Cantonese)
Advanced (C1)
English
Advanced (C1)
Timeline
Durian and Oil Palm Plantation Manager
Family Business
11.2019 - Current
Senior Wealth Advisor
KGI securities
04.2019 - 10.2019
SENIOR RELATIONSHIP MANAGER
Bank of China Singapore
10.2018 - 03.2019
RELATIONSHIP MANAGER
RHB Singapore
05.2017 - 10.2017
RELATIONSHIP MANAGER
United Overseas Bank Limited, UOB
09.2015 - 05.2017
Bachelor’s Degree - Business Administration, marketing
University Utara Malaysia (UUM)
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