TEO WEE YEE
Client Advisor
Summary
Personable and committed candidate dedicated to assisting clients in achieving their financial goals. Demonstrates extensive experience in developing and implementing personalized investment strategies that align with clients' individual needs and objectives. Possesses a deep understanding of a wide range of investment options and strategies, enabling the maximization of financial security. Utilizes excellent market knowledge, financial product expertise, and tax understanding to offer clients the best advice and guidance possible.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Client Advisor
United Overseas Bank
04.2023 - Current
- Be actively involved in understanding the customers' financial needs, as well as providing them with timely information, advice, and recommendations to fit their banking requirements.
- Secure sales and cross-sell our wide range of consumer banking and investment products, which include, but are not limited to insurance, bonds, structured products, and unit trusts.
- Deepen relationships with new and existing customers.
- Utilize a combination of the Bank's branch network, tele-consulting, and referrals to meet and exceed individual sales targets.
Relationship Manager
United Overseas Bank
04.2022 - 04.2023
- The Achievers Club Qualifier Q1-Q4 2022
- Full Year Paris Banca Convention Qualifier
- Sales Championship, Top Relationship Manager, Q3 2022 Platinum, Q4 2022 Gold
- Wealth Banking Rising Star, Q2 2022 (Top 3 New To Segment Banker)
Senior Personal Wealth Manager
United Overseas Bank
09.2021 - 04.2022
- The Achievers' Convention Q4 2021
- 3rd position PWM 138% of Revenue Target for December 2021
Personal Wealth Manager
United Overseas Bank
07.2021 - 09.2021
- The Achievers' Convention Q3 2021
- Top PWM 166% of Revenue for August 2021, Group 3
Personal Wealth Executive
United Overseas Bank
02.2020 - 07.2021
- Sales Championship Top PWE (Gold award) for Q1 2021
- Sales Championship Top PWE (Platinum Elite award) for Q2 2021
- The Achievers' Convention Q3, Q4 2020 & Q1, Q2 2021(Gold)
- Top Personal Banker Champion (Top Revenue) for August 2020, Group 3
- Top Insurance Banker in August 2020, February 2021, Group 3
- 2nd position PWE 233% of Revenue Target for April 2021, Group 3
- 3rd position PWE 266% of Revenue Target for June 2021, Group 3
Personal Wealth Associate
United Overseas Bank
07.2019 - 02.2020
- Sales Championship Top PWA, Q4 2019
- Top PWA for Cohort 07/2019
- TAC (The Achievers' Convention) Qualifier Q4 2019
- Elite Honors Club Star Award for Jan 2020
Dealer's Representative
Jf Apex Securities Berhad
7 2017 - 7 2019
- Advising on corporate exercise
- Dealing and executing for retail, corporate and foreign clients trades
- Managing clients' account activities
- New client acquisition and client management.
Education
Unified Examination Certificate -
Chinese High School
Batu Pahat, Malaysia 01.2008 - 2013.12
BA (Hons) Accounting and Finance -
Asia Pacific University, Malaysia & Staffordshire University, UK
01.2014 - 2017.12
Skills
Microsoft Office (Word, Excel and Power point)
Financial knowledge
Relationship Management
Strong interpersonal and communication skills combined with drive and initiative
Derivatives and Alternative Investments
Fixed Income
Economics & Portfolio management
Age
29
Personal Information
Expected Salary: Negotiable
Date Of Availability
One Month's Notice for Current Company
Languages
English
Advanced (C1)
Mandarin
Bilingual or Proficient (C2)
Malay
Intermediate (B1)
Hokkien
Intermediate (B1)
Cantonese
Beginner (A1)
Certification
Passed Level I and II of the CFA Program at First Attempt
Timeline
Client Advisor
United Overseas Bank
04.2023 - Current
Relationship Manager
United Overseas Bank
04.2022 - 04.2023
Senior Personal Wealth Manager
United Overseas Bank
09.2021 - 04.2022
Personal Wealth Manager
United Overseas Bank
07.2021 - 09.2021
Personal Wealth Executive
United Overseas Bank
02.2020 - 07.2021
Personal Wealth Associate
United Overseas Bank
07.2019 - 02.2020
BA (Hons) Accounting and Finance -
Asia Pacific University, Malaysia & Staffordshire University, UK
01.2014 - 2017.12
Unified Examination Certificate -
Chinese High School
01.2008 - 2013.12
Dealer's Representative
Jf Apex Securities Berhad
7 2017 - 7 2019
Passed Level I and II of the CFA Program at First Attempt
CMFAS papers-HI, M1B, M5, M8A, M9 and M9A
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