Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

TEO CHUN MING DONNY

Singapore

Summary

Seasoned professional specializing in providing tailored advisory services in treasury and cash management products to a diverse clientele within commercial banking. Versatile in managing relationships with retail and commercial clients, financial institutions, and Central Banks. Highlighting adaptability in diverse financial environments while fostering excellent relationships with external and internal stakeholders to streamline processes and encourage collaborations that balance client satisfaction with operational efficiency. Regularly traveling across the Asian region for compliance and business meetings to maintain strong business relationships and stay informed about regional market dynamics. Proficient in writing monthly analysis reports and transaction monitoring alerts, with a proactive approach to upgrading knowledge and skills demonstrated through the completion of an eighteen-month Master's Degree in Applied Finance.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Corporate Wealth Management

United Overseas Bank Limited
04.2025 - Current
  • Provide cash management and treasury advisory to commercial banking clientele

Treasury Sales and Advisory

United Overseas Bank Limited
07.2018 - Current
  • Delivered valuable market insights and FX advisory services, ensuring clients made informed financial decisions in a rapidly evolving market environment.
  • Achieved consistent recognition as a top performer in the team, showcasing a proven track record of surpassing sales targets and contributing significantly to the team's success.
  • Cultivated a culture of collaboration and synergy within the team, fostering an environment where collective efforts translated into heightened productivity and success.
  • Provided impactful guidance and mentorship to teammates, elevating individual and team performance and contributing to the overall excellence of the team.

Banknotes Trader

United Overseas Bank Limited
10.2010 - 06.2018
  • Proactively engaged with overseas stakeholders from Central Banks and Financial Institutions, ensuring the retention of a dominant wallet share within existing markets.
  • Successfully cultivated new business relationships across diverse markets, including Bhutan, Brunei, Laos, Europe, Maldives, Nepal, Singapore, Sri Lanka, and Vietnam. Demonstrated versatility in navigating various cultural and business landscapes to expand the organization's reach.
  • Played a crucial role in senior management decision-making by providing comprehensive monthly market analyses, contributing valuable insights that informed strategic directions and initiatives.
  • Established and maintained regular communication with the US Federal Reserve Bank, demonstrating a commitment to staying informed on market outlooks and fostering collaborative relationships with key international partners.
  • Pioneered a new operational process for withdrawing and depositing EUR cash with Deutsche Bundesbank, showcasing innovative problem-solving skills and contributing to the efficiency of cross-border transactions.

Banknotes Trader

HSBC Bank USA N.A.
06.2009 - 10.2010
  • Orchestrated a successful deal to onboard a new client from Sri Lanka, navigating intricacies such as pricing, incentives, and insurance liabilities independently. The client engaged in consistent trading, resulting in an impressive 50% wallet share achievement.
  • Cultivated robust relationships with banknotes clients through proactive and continuous engagement efforts. Persuaded a key client to significantly elevate our wallet share from 10% to an impactful 40%, showcasing persuasive negotiation skills and client satisfaction.
  • Spearheaded the coordination and facilitation of banknotes counterfeit seminars, catering to a diverse audience ranging from frontline cashiers to department heads. This initiative underscored a commitment to client education and demonstrated expertise in managing comprehensive client engagement programs.

Sales Manager

Standard Chartered Bank
02.2009 - 06.2009
  • Market cash management services in a hunter role.

FX Sales

RHB Bank Berhad
02.2008 - 02.2009
  • Integral member of a newly established team tasked with acquiring new customers for FX products.
  • Engineered promotional ideas to increase an additional 100 FX customers, which led to an increase in volume by 20% month on month to SGD 1M.

Financial Consultant

Prudential Assurance Company
10.2005 - 01.2008
  • Successfully acquired customers from the cold market through a strategic combination of canvassing and telemarketing techniques.
  • Employed innovative and compelling sales pitches to capture the attention of potential clients, showcasing adaptability and creativity in reaching and engaging new customer segments.
  • Honored with the prestigious 'Fastrack' award, acknowledging exceptional performance as a new consultant.

Education

Master of Science - Applied Finance

Singapore Management University
11.2015

Bachelor of Electrical and Electronics Engineering - undefined

Nanyang Technological University
07.2005

Skills

  • Dedicated team member
  • Collaborative partnership development
  • Public speaking proficiency
  • Client acquisition
  • KYC and AML compliance
  • Global market products knowledge
  • Cross-functional teamwork
  • Solution-oriented attitude

Certification

  • Singapore Management University: Advanced Certificate in Sustainability and Sustainable Business (2022)
  • M1b, M5, M8, M9, Certificate in Health Insurance and Personal General Insurance

Affiliations

  • Victoria School Parents Support Group

Timeline

Corporate Wealth Management

United Overseas Bank Limited
04.2025 - Current

Treasury Sales and Advisory

United Overseas Bank Limited
07.2018 - Current

Banknotes Trader

United Overseas Bank Limited
10.2010 - 06.2018

Banknotes Trader

HSBC Bank USA N.A.
06.2009 - 10.2010

Sales Manager

Standard Chartered Bank
02.2009 - 06.2009

FX Sales

RHB Bank Berhad
02.2008 - 02.2009

Financial Consultant

Prudential Assurance Company
10.2005 - 01.2008

Bachelor of Electrical and Electronics Engineering - undefined

Nanyang Technological University

Master of Science - Applied Finance

Singapore Management University

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TEO CHUN MING DONNY