Wynne Koh Wan Yung
Summary
Dynamic, results-driven professional with extensive experience in transaction management and quality control throughout the loan lifecycle. Proven expertise in product management, particularly in payment platforms, complemented by a strong background in wealth planning and advisory services. Recognized for exceptional sales presentation skills and effective communication, fostering strong customer relationships. Known for attention to detail, adaptability, and a consistent track record of delivering results while maintaining a client-centric approach.
Overview
14
14
years of professional experience
Work History
Transaction Manager
Citibank
01.2024 - Current
- Loan origination which includes complex syndicated and bilateral loans, corporate, commercial, real estate, structure lending and trade
- Contribute to the evolution of various new systems and processes within Collateral and Covenant Management
- Assist in creation of processes, standards, controls, training and implementation of transaction management
- Aid in design of technology including testing and rollout
- Partnering with originating and coverage business lines, credit risk, operation, legal etc
- Constantly improve processes and efficiencies to meet internal policies and regulatory requirements
- Coordinate whole lifecycle events, capture data, documentations, troubleshooting roadblock and perform quality control via system
- Assess risk when business decision made, by driving compliance with applicable laws
Portfolio Manager, Payment & Platforms
DBS Bank
01.2022 - 01.2024
- Understand propensity models, segmentation tools and develop marketing strategies to optimize portfolio growth, profitability and increase engagement
- Analyze cardmembers’ lifecycle and identify business opportunities through data analysis and campaign result reviews
- Manage and design digital customer journeys to drive adoption and engagement of portfolio programs
- Work closely with both internal and external stakeholders to manage and implement key initiatives/ enhancement timely
- Handle investigation and respond to customer queries or issues
- Support and participate in Portfolio related system enhancement and projects as assigned
Senior Wealth Planning Manager (IS)
DBS Bank
01.2019 - 01.2022
- Serve the customers and advise them on various personal banking and financial products/ services offered by the bank
- Seek opportunities to engage customers through branch banking touch points, tele-appointments or outreach programs
- Possess sound financial knowledge and provide holistic financial planning advice to the customers
- Identify suitable financial solutions offered by the bank to meet customer’s financial goals
- Deliver service standard as prescribed by the Bank service values
Wealth Planning Manager (IS)
DBS Bank
07.2017 - 01.2019
- Serve the customers and advise them on various personal banking and financial products/ services offered by the bank
- Seek opportunities to engage customers through branch banking touch points, tele-appointments or outreach programs
- Possess sound financial knowledge and provide holistic financial planning advice to the customers
- Identify suitable financial solutions offered by the bank to meet customer’s financial goals
- Deliver service standard as prescribed by the Bank service values
Assistant Service Manager
DBS Bank
07.2015 - 07.2017
- Handle high volume of over-the-counter transactions including cash deposits and withdrawals in an efficient and accurate manner
- Assist in customers’ enquiries and ensure DBS’ service delivery standards are met in achieving total customer satisfaction
- Prospect and introduce customers to the Bank’s products and services (General Insurance and Personal loans)
- Perform all banking activities in accordance with internal and external regulatory requirements
Service Executive
DBS Bank
07.2013 - 07.2015
- Handle high volume of over-the-counter transactions including cash deposits and withdrawals in an efficient and accurate manner
- Assist in customers’ enquiries and ensure DBS’ service delivery standards are met in achieving total customer satisfaction
- Prospect and introduce customers to the Bank’s products and services (General Insurance and Personal loans)
- Perform all banking activities in accordance with internal and external regulatory requirements
Customer Service Executive
NCS Pte Ltd
02.2012 - 07.2013
- Adopt a customer centric and professional approach with high level of service quality
- Provide sales proposal, confirm sales and activate relevant parties
- Consolidate reports, prepare presentation material and meeting minutes for dissemination to customer on regular basis
- Customer sharing presentation and event management
- Monitor Service Level Agreement (SLA) to ensure the company KPI is achieved
Education
Bachelor of Financial Planning (Hons) - Banking And Finance
University of Hertfordshire
01.2011
Foundation in Management - Management
Multimedia University
01.2008
Sijil Pelajaran Malaysia - Science
SMK Convent
12-2006
Product Management - Management
Singapore Management University
01.2023
MS, M9, HI, BCP, PGI - undefined
The Singapore College of Insurance (SCI)
01.2017
Skills
- Syndication and loan structuring
- Wholesale Lending
- Commercial Real Estate
- Product strategy development
- Financial services expertise
- IT support expertise
- Client relationship management
- Effective Liaising
- Experienced with Microsoft Office applications
- Sales strategy development
- Wealth Planning and Advisory
- Operational management
- KYC and AML processes management
- Risk Knowledge and Assessment
- Portfolio management
- Contract negotiations
- Transaction documentation
- Teamwork and collaboration
- Service excellence
- Analytical problem-solving
- Attention to detail
Accomplishments
- YEAR 2014
- Individual Service Staff Award 2014 GI Huat Ah
- Individual Service Staff Award 2014 GI Huat On
- Individual Service Staff Award 2014 GI Bagus
- YEAR 2015
- Individual Service Staff Award 2015 GI Vetri
- Individual Service Staff Award 2015 GI Glow
- Individual Service Staff Award 2015 GI Flourish
- EXSA Award (Silver)
- YEAR 2016
- GI Appreciation Awards March 2016
- Individual Service Staff Award 2016 GI Care-A-Lot
- H1 2016 2nd Position in General Insurance
- EXSA Award (Gold)
- YEAR 2017
- Travellersshield Service Star Central 3 April 2017
- GI District Service Star Central 3 July 2017
- YEAR 2018
- Rising Elite Award 2018
- C3 Region Gold Award for RP APE Feb 2018
- C3 Region Gold Award for RP APE March 2018
- The Elite Award March 2018
- C3 Region 2nd in I&I Revenue March 2018
- C3 Region Top RP APE March 2018
- C3 Region Top RP APE Q1 2018
- C3 Region Gold Award for RP APE April 2018
- The Elite Award April 2018
- C3 Region Gold Award for RP APE May 2018
- C3 Region Top RP APE May 2018
- The Elite Award May 2018
- CBG Brilliant Star Awards Emerging Star Award
- CBG Brilliant Star Award H2 2018
- C3 Region 2nd in I&I Revenue July 2018
- C3 Region Gold Award for RP APE July 2018
- C3 Region Gold Award for RP APE August 2018
- C3 Region Gold Award for Top RP APE August 2018
- C3 Region 2nd in I&I Revenue August 2018
- The Elite Award August 2018
- C3 Region Gold Award for RP APE September 2018
- C3 Region Top RP APE September 2018
- The Elite Award September 2018
- C3 Region Top in I&I Revenue September 2018
- C3 Region Top in I&I Revenue Q3 2018
- C3 Region Top RP APE Q3 2018
- The Elite Achievers Award Q3 2018
- C3 Region Gold Award for RP APE November 2018
- C3 Region Gold Award for RP APE December 2018
- C3 Region Top RP APE December 2018
- C3 Region Top in I&I Revenue December 2018
- C3 Region 2nd in I&I Revenue Q4 2018
- Central District Top in APE Q4 2018
- Central District Top in Total I&I Revenue H2 2018
- YEAR 2019
- CBG Brilliant Star Awards H1 2019
- CBG Brilliant Star Award Q1 2019
- CBG Brilliant Star Award Q2 2019
- C3 Region Gold Award for RP APE Jan 2019
- C3 Region Gold Award for RP APE Feb 2019
- The Elite Award Feb 2019
- C3 Region Gold Award for RP APE March 2019
- C3 Region TOP RP APE March 2019
- C3 Region TOP in I&I Revenue March 2019
- Elite 100 Club TOP 40 Quarter 1
- C3 Region Silver Award for RP APE April 2019
- C3 Region Gold Award for RP APE May 2019
- The Elite Award May 2019
- C3 Region Gold Award for RP APE June 2019
- C3 Region TOP RP APE June 2019
- The Elite Award June 2019
- C3 Region Quarter Million APE Challenge June 2019
- C3 Region Gold Award for RP APE Q2 2019
- C3 Region Gold Award for RP APE July 2019
- The Elite Award July 2019
- Elite 100 Club TOP 40 Quarter 2
- C3 Region Gold Award for RP APE Aug 2019
- C3 Region Quarter Million APE Challenge Aug 2019
- The Elite Award Aug 2019
- C3 Region TOP RP APE Sept 2019
- C3 Region TOP in I&I Revenue Sept 2019
- C3 Region Quarter Million APE Challenge Sept 2019
- Elite 100 Club TOP 40 Quarter 3
- C3 Region TOP RP APE Q3 2019
- C3 Region TOP I&I Revenue Q3 2019
- C3 Region Gold Award for RP APE Oct 2019
- C3 TOP RP APE Oct 2019
- C3 Region TOP I&I Revenue Oct 2019
- WOW 100 Club Top 40 for Q4 2019
- CBG Brilliant Star Awards Top Achiever Silver Award Q2 2019
- CBG Brilliant Star Awards Top Achiever Silver Award Q3 2019
- CBG Brilliant Star Awards Top Achiever Gold Award Q4 2019
- CBG Brilliant Star Awards Top Achiever Gold Award H2 2019
- CBG Brilliant Star Awards Top Achiever Gold Full Year 2019
- YEAR 2020
- CBG Brilliant Star Awards Platinum Star Club
- C3 Region Gold Award for RP APE February 2020
- C3 Region Gold Award for I&I Revenue March 2020
- C3 Region Gold Award for RP APE March 2020
- CBG Brilliant Star Awards Top Achiever Bronze Award Q1 2020
- CBG Brilliant Star Awards Top Achiever Silver Award Q2 2020
- EXSA Award (Platinum)
- YEAR 2021
- C2 Region Gold Award for RP APE March 2021
- WOW WPM (IS) March 2021
- C2 Region Gold Award for RP APE June 2021
- WOW WPM (IS) June 2021
- C2 Region Gold Award for RP APE July 2021
- The Elite Award July 2021
- C2 Region Gold Award for RP APE August 2021
- The Elite Award August 2021
- C2 Region Gold Award for RP APE September 2021
Languages
English
Advanced (C1)
Chinese (Mandarin)
Intermediate (B1)
Malay
Elementary (A2)
Timeline
Transaction Manager
Citibank
01.2024 - Current
Portfolio Manager, Payment & Platforms
DBS Bank
01.2022 - 01.2024
Senior Wealth Planning Manager (IS)
DBS Bank
01.2019 - 01.2022
Wealth Planning Manager (IS)
DBS Bank
07.2017 - 01.2019
Assistant Service Manager
DBS Bank
07.2015 - 07.2017
Service Executive
DBS Bank
07.2013 - 07.2015
Customer Service Executive
NCS Pte Ltd
02.2012 - 07.2013
MS, M9, HI, BCP, PGI - undefined
The Singapore College of Insurance (SCI)
Bachelor of Financial Planning (Hons) - Banking And Finance
University of Hertfordshire
Foundation in Management - Management
Multimedia University
Sijil Pelajaran Malaysia - Science
SMK Convent
Product Management - Management
Singapore Management University
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