Summary
Overview
Work History
Education
Skills
Banking Licenses
Timeline
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Vinasha Anne CFP

Vinasha Anne CFP

Senior Branch Manager

Summary

Experienced banker with a demonstrated history of working in the banking industry. 18 years of financial experience of which 12 years have been in treasury markets sales and advisory covering Foreign Exchange, Fixed Income, Dual Currency, Islamic & Conventional Money Market, Structured Products and Equity. Currently at the forefront of banking, curating wealth portfolios for ultra high net worth individuals via branch management

A Certified Financial Planner (CFP), holds a Capital Markets License from the Securities Commission of Malaysia and licensed by the Federation of Investment Managers Malaysia. Equipped with a Bachelor of Science degree from the University of Sunderland, United Kingdom.

Overview

20
20
years of professional experience

Work History

Senior Branch Manager

Standard Chartered Bank Desa ParkCity
04.2023 - Current
  • YOY WM revenue growth to RM23mil from RM 6mil
  • Deployed to the latest flagship branch to grow affluent and wealth management business
  • First bank within catchment area to successfully collaborate with Desa ParkCity resident communities
  • Maximized cross-selling opportunities by coaching staff both sales and service on product offerings mainly on Bancassurance and Unit Trust
  • Frequently represent the bank and branch distribution at formal and high profile client events

Senior Branch Manager

Standard Chartered Bank Kota Damansara
01.2021 - 03.2023
  • Awarded CPBB Collaboration Award of Excellence for outstanding performance in sales and relationship management
  • Produced a top achieving Acquisition Relationship Manager team with consistent leaderboard recognition for Bancassurance and Priority Banking onboarding
  • Marked improvement in branch audit results

Branch Manager

Standard Chartered Bank Bukit Tengah
07.2019 - 12.2020
  • Awarded Top Branch Manager (Non KV) H1 2020, 3rd best performing branch nationwide
  • Bancassurance Top Leader – May, June, July 2020
  • Successful turn around of a bottom 5 branch to a top performing branch

Head, Wealth Client Proposition

Standard Chartered Bank
08.2017 - 06.2019
  • Selected and successfully completed a 1year Global WM Talent Programme (Bangalore, India 2018 & Bangkok, Thailand 2019)
  • Launched Malaysia’s first FB Live session and WM's first branding video
  • Launched and successfully ran various client and staff campaigns, and executed wealth management brand and marketing efforts

Head, Treasury Specialist

Standard Chartered Bank
04.2014 - 07.2017
  • Top performing specialist team of 9 staff with record of highest retail bond sales (circa Rm300mil)
  • Speaker at multiple high net worth client events with strong sales conversion post event
  • Increased overall treasury product penetration and deepened existing wallet share of high net worth clients

Treasury Specialist

Standard Chartered Bank
02.2010 - 03.2014
  • Track record as consistently top performing Treasury Specialist and subsequently promoted to head the team

Treasury Associate (Money Market)

OSK Investment Bank
07.2007 - 08.2009
  • Achieved the Money Desk’s deposit target of 4 Billion Ringgit
  • Achieved the targeted profit for the year 2008
  • Ability to run both Islamic and Conventional money market book activities

Global Support Executive

HSBC Data Electronic processing Sdn Bhd
10.2004 - 06.2007
  • Assigned to HSBC headquarters in London, United Kingdom for 7 weeks as promotion to migrate the Broker Matching process to Malaysia
  • Recipient of ‘The most outstanding individual’ title (May – August 2006)

Education

Bachelor of Science Degree -

University of Sunderland

Diploma in Information Technology (Multimedia) -

Binary Business School

Skills

Wealth Management

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Banking Licenses

Certified Financial planner (CFP)

Capital Markets Module 6 & 7 (CMSRL)

FIMM

PCE

CEILI

TAKAFUL

Timeline

Senior Branch Manager

Standard Chartered Bank Desa ParkCity
04.2023 - Current

Senior Branch Manager

Standard Chartered Bank Kota Damansara
01.2021 - 03.2023

Branch Manager

Standard Chartered Bank Bukit Tengah
07.2019 - 12.2020

Head, Wealth Client Proposition

Standard Chartered Bank
08.2017 - 06.2019

Head, Treasury Specialist

Standard Chartered Bank
04.2014 - 07.2017

Treasury Specialist

Standard Chartered Bank
02.2010 - 03.2014

Treasury Associate (Money Market)

OSK Investment Bank
07.2007 - 08.2009

Global Support Executive

HSBC Data Electronic processing Sdn Bhd
10.2004 - 06.2007

Bachelor of Science Degree -

University of Sunderland

Diploma in Information Technology (Multimedia) -

Binary Business School
Vinasha Anne CFPSenior Branch Manager