Wei Xian Andy Hooi
Summary
Mobile and flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support.
The focus on managing high-value relationships within the premier banking segment.
Providing personalized financial advisory services, understanding the unique needs of premier clients, and delivering comprehensive banking solutions.
Stay current with industry regulations and ensure compliance with banking laws.
Implement policies and procedures to uphold regulatory standards.
Talented at selling various banking products eg: bancassurance single premium , regular premium ,bonds ,structure notes, fx spot, dca and unit trust with dedicated services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
Work History
PRIVILEGE BANKING CLIENT ADVISOR
United Overseas Bank Ltd
08.2018 - 12.2023
- Adhere with monthly and yearly kpi with outstanding result
- Sought out appropriate management in more complex financial matters.
- Monitored and updated financial plans to comply with client goals.
- Contributed to bank marketing and awareness campaigns to grow customer base.
- Adhered to AML/BSA requirements, audit procedures and other regulated banking activity.
- Built and strengthened relationships with new and existing client to drive revenue growth.
Achievements for 2018 -2023 (attach with tracking record)
2018
- Fulfilling a probation period with excellent results of 135% of target, elite honours club silver category -12-2018
2019
- top personal banker for GROUP 2 PERSONAL BANKING IN oct 2019.
- ut bronze award (698,600) 10.2019
- Banca award (82,800) ape 10.2019
- the achievers club (180,700) ape in nov 2019
- rp bronze award (52,766) 7.2019
- top case count for 5.2019
- top investment case count (17) in 11.2019
- rp bronze award (53,436) 11.2019
- ut bronze award (727,040) 11.2019
- top personal banker (group 2) 12.2019
- top sales advisor (3rd) g2 for 4th quarter 2019
- top sales advisor (1st)g2 for nov 2019
- rp bronze award (51,028) 09.2019
- ut silver award (790,000) 09.2019
2020 (promoted to personal wealth manager)
- top personal wealth manager (gold award) (pb segment) 3rd quarter 2020
- top personal wealth manager G2 (1st position) 07.2020
- top personal wealth manager G2 (1st position) 08.2020
- top personal wealth manager G2 (1st position) 09.2020
- Top investment case count (19) 08.2020
- rp silver award( 76,689) ape in 08.2020
- the gold membership for the achievers club (167,800) ape 07.2020
2021(promoted to wealthbanking relationship manager )
- top case count for balanced business 07.2020
- ut bronze award (514,000) 07.2020
- rp gold award (103,183) 07.2020
- top case count for investment 07.2020
- rp gold award (97,629) 09.2020
- investment champion (2,269,838) 3rd quarter 2020
- ut silver award (835,838) in 09.2020
- rp silver award (92,540) in mar 2020
- ut bronze silver award (731,400) in 02.2020
- ut silver award (920,000) 09.2020
- rp silver award (75,157) 11.2020
2021
- top relationship manager platinum ward (wealth banking ) 3rd quarter 2021
2022
- vega category the achievers club (215,000) APE for Q2.2022
- Achieved (215,000) ape in jul 2022
- Achieved $138,884 revenue in june 2022
- Achieved $78,030 revenue in aug 2022
2023
- Achieved 61,203 revenue in 03 2023
- Achieved 65,668 revenue in 06 2023
- Achieved 73,887 revenue in 11 2023
Account Executive
Sr Technics
08.2017 - 06.2018
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Executed successful sales strategies to convert leads into customers.
- Resolved issues promptly to drive satisfaction and enhance customer service.
Education
Bachelor of Arts - Finance
Universiti Tunku Abdul Rahman
Malaysia08.2017
Skills
NEW Business Development
These skills, combined with a genuine interest in fostering positive relationships, can contribute to the success of a relationship manager in building and maintaining strong connections with clients
Active Listening:Practice active listening to truly understand the client's needs, concerns, and goals
Ask open-ended questions to encourage clients to share more about their preferences and expectations
Personalized Communication:Tailor your communication to each client, acknowledging their unique preferences and communication style
Use the client's name and reference previous interactions to show that you value their individual relationship
Prompt and Responsive:Respond to client inquiries and requests promptly
Keep clients informed about the status of their requests and provide realistic timelines for resolution
Timeline
PRIVILEGE BANKING CLIENT ADVISOR
United Overseas Bank Ltd
08.2018 - 12.2023
Account Executive
Sr Technics
08.2017 - 06.2018
Bachelor of Arts - Finance
Universiti Tunku Abdul Rahman
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