ALVIN GOH YI WEI

Acquired and developed high-value private banking relationships, managed a portfolio of affluent clients, and delivered tailored financial solutions to meet client needs while driving deposit growth, investment opportunities, and overall revenue for the bank.

• Expanded client portfolio by acquiring eighteen clients, contributing to diversification across industries.
• Achieved RM50 million funding by coordinating approval workflows and financial governance.
• Led weekly networking activities to drive acquisition lead pipeline.
  Owned follow-up coordination for acquisition leads after networking event discussions.
  Managed contact engagement to strengthen acquisition sourcing priorities.
• Obtained full license and completed training on Great Eastern Labuan Index Universal Life, addressing identified market gap for UNHW policies in Malaysia.

• Relocated from Singapore to Kuala Lumpur to contribute to the financial industry.
• Cleared local papers including IPPC, FIMM, PCEIA and TBE
• Deep-dive into local Malaysian concept towards Financial Tools, Risk Appetite and Strategies
• Conducted and reviewed in-depth KYC for new and existing clients to strengthen client and Bank relationship.
• Managing Portfolio AUM north RM150 million
• Advised clients on financial strategies to reduce costs and increase profitability
• Conducted in-depth market research and analysis to identify new investment opportunities for clients
• Negotiated complex deals and managed client portfolios to maximise returns
• Closed HNW products including FX, Bonds, Structured Investment, Equities
• Maintained positive and productive relationship with clients, ensuring client satisfaction and loyalty
• Achieved total revenue and fee income of RM300K during my time in the bank.
• Introduced HNW Universal Life policies to clients to safeguard their assets and ensure a smooth transition of their wealth to their next generation

• Transitioned to international banking to address comprehensive financial needs of HNW clients (individual, family, and business).
• Worked with Treasury Specialist, FX specialist, Trading specialist, Banca Specialist on a regular basis to provide client with highly customized financial advice.
• Conducted in-depth market research and analysis to identify new investment opportunities for HNW clients
• Cultivated strong client relationships, driving satisfaction and loyalty through tailored service.
• Providing Fixed Income solutions north of USD30 million (2023 Jan-May).
• Grew loan books of SGD and USD to north of 15 million by utilizing bank's facility of wealth lending and wealth financing.
• Providing FX transaction (Cash/Loan) north of USD20M in volume (2023 Jan-May).
• Executed currency loan switches to optimise interest rates to hedge against high interest rates and reduce loan principal.
• Providing Structure solutions that fit into each unique client's risk appetite and investment tenor.
• Delivered bespoke legacy solutions for UHWN individuals and their families, addressing unique estate planning requirements.
• Coaching juniors and International Graduates (Management Trainee).

• Grew my port to more than 300 customers (SGD 250 Million AUM)
• Achieved more than 1.5M in Revenue for full year 2020
• 4M APE for Banca in full year 2020
• Investment revenue of 700K 2020
• Achieved more than 1M Revenue for full year 2021
• Providing Legacy planning products for HNW families
• Qualified for 2 convention trips in 2020 (reimbursed due to Covid)
• Qualified for 1 convention trip in 2021 (reimbursed due to Covid)
• Focused on non face-to-face appointments and closures to enhance client engagement.

• Top Senior Relationship Manager Q4 2019
• Qualified for full year convention 2019 in 3 months (Dubai)

• Top Personal Banker Q4 2018
• The Achievers Club Q4 2018
• Elite Honors Club Platinum Award December 2018
• Top Personal Banker APE 125,298 for September 2018
• Top Revenue - Top Sales Performance for September 2018