Teresa Tang Yee Mun
Summary
A highly motivated individual with substantial experience in financial services sector. Always eager to learn and committed to self-improvement.
Overview
7
7
years of professional experience
Work History
Relationship Manager
OCBC Premier Banking
09.2023 - Current
- Cultivated and maintained strong client relationships, delivering tailored financial solutions to meet the unique needs of both individual and business clients, ensuring consistent support.
- Managed client transactions involving banking, credit, and investment products, ensuring compliance with audit standards and timely execution.
- Provided dedicated support to high-net-worth clients, addressing inquiries and collaborating with internal teams to ensure smooth processing of transactions like credit approvals and investments.
- Streamlined the onboarding process for premier account holders, assisting with account openings, documentation, and providing personalized guidance.
- Liaised between the Business Unit and Compliance on AML and sanctions matters, ensuring adherence to regulatory requirements and effective resolution of concerns.
- Conducted financial assessments and advised clients on suitable products and services, including loans and investments, to meet their financial objectives.
Senior Wealth Planning Manager
DBS Singapore
03.2022 - 08.2023
- Identifying client's needs and requirements, and proposing suitable solution.
- Coordinate account maintenance for all products and reporting, which including address changes, telephone number updates, account status changes, rates and fee waivers.
- Managed client complaints efficiently, ensuring prompt resolution by listening attentively, addressing concerns with care, and collaborating with relevant teams to provide satisfactory outcomes while maintaining a positive customer experience.
- Maintain and develop long-lasting relationships with both existing and potential customers
Personal Wealth Manager
United Overseas Bank Limited
10.2021 - 12.2021
- Provided professional investment strategies and wealth solutions to clients, assisting them in achieving their financial objectives through tailored guidance.
- Ensured complete and accurate KYC information and AML documentation were collected, processed, and maintained in compliance with regulatory requirements.
- Streamlined internal processes within the management team to improve efficiency and enhance client service delivery.
- Offered guidance and training to new hires or mid-career switch personnel, helping them enhance their skills and presentation abilities within a supportive and positive work environment.
Personal Wealth Executive
United Overseas Bank Limited
11.2018 - 10.2021
- Provided comprehensive client support, addressing and resolving complex inquiries quickly, ensuring high levels of customer satisfaction and efficient issue resolution.
- Assisted with account openings, fixed deposit placements, and FX rate quotations, ensuring smooth and accurate processing for clients by guiding them through necessary steps.
- Reviewed KYC information and completed documentation during the onboarding of new clients, ensuring all required details were accurately captured and compliant with regulations.
- Ensured thorough due diligence during the account opening process, maintaining strict compliance with internal policies and regulatory standards for both new and existing clients.
- Conducted professional financial assessments to understand customer needs and objectives, offering tailored product recommendations such as loans, investments, and other banking services.
- Enhanced customer satisfaction by improving communication channels, speeding up response times, and providing timely updates on client inquiries and requests.
Personal Wealth Associate
United Overseas Bank Limited
05.2018 - 11.2018
- Provided comprehensive financial advisory services by offering wealth management solutions such as insurance, helping clients plan and secure their financial futures.
- Demonstrated thorough knowledge of banking processes and ensured clients had access to the appropriate forms and information for their inquiries, providing seamless support for various banking services.
- Participate in planning community outreach activities and sales campaigns to increase customer engagement
Event Coordinator (Internship)
Love and Love Event Company
10.2017 - 12.2017
- Responsible for coordinating and executing event projects at event locations
- Provide event administrative and operation support
- Work with internal departments and personnel, coordinating associated deliverables and functions
- Monitor event activities to ensure the client and event attendees are satisfied
Education
Bachelor of Marketing
Universiti Tunku Abdul Rahman
Malaysia03-2018
Skills
- Client relationships
- Excellent communication
- Account management
- Customer service
- Proactive and focused
- Willing to learn
- Service support
- Analytical problem solving
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Chinese (Cantonese)
Bilingual or Proficient (C2)
Honours & Awards
- UOB Personal Banking Group 5 Elite Honours Club Platinum Award for November 2018
- UOB The Achievers's Club (The Gold Membership) Q1 2019
- UOB Personal Banking Group 4 Solitare Award (50k Ape Category) - March 2019
- UOB Personal Banking Group 4 Solitare Award (50k Ape Category) - June 2019
- UOB Personal Banking Group 4 Solitare Award (50k Ape Category) - August 2019
- UOB Personal Banking Group 4 Solitare Award (50k Ape Category) - October 2019
- UOB Personal Banking Group 4 Solitare Award (50k Ape Category) - December 2019
- UOB Personal Banking Group 4 Solitare Award (50k Ape Category) - January 2021
- UOB Personal Banking Group 4 Solitare Award (50k Ape Category) - June 2021
- UOB Personal Banking Group 4 Solitare Award (500k UT Volume Category) - June 2021
- UOB Personal Banking Mid-year H1 Town Hall 2021 (One of the Top Trooper-Personal Banker $20,000 Monthly Revenue Category)
- DBS Central 2 Region RP APE Excellence Award - June 2022
- DBS Recognition of WOW - WPM (100k APE) - June 2022
- DBS Central 2 Region RP APE Excellence Award - October 2022
- DBS Central 2 Region IIT Excellent Award - October 2022
- DBS Central 2 Region Top in UT Volume - October 2022
- DBS Recognition of WOW - WPM (100k APE) - October 2022
Timeline
Relationship Manager
OCBC Premier Banking
09.2023 - Current
Senior Wealth Planning Manager
DBS Singapore
03.2022 - 08.2023
Personal Wealth Manager
United Overseas Bank Limited
10.2021 - 12.2021
Personal Wealth Executive
United Overseas Bank Limited
11.2018 - 10.2021
Personal Wealth Associate
United Overseas Bank Limited
05.2018 - 11.2018
Event Coordinator (Internship)
Love and Love Event Company
10.2017 - 12.2017
Bachelor of Marketing
Universiti Tunku Abdul Rahman
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