Victor TEAH Lee Tat

• - Classic Elite 2022 (Bancassurance Business Recognition)
• - Premier Elite 2023 (Bancassurance Business Recognition)
• - UOB Platinum Award Winner 2023 - Highest % Achievement Personal Banker
• - PFS Regional Bancassurance Sales & Distribution Challenge (Singapore, Malaysia, Thailand and Indonesia) - Top 5 Nationwide Personal Banker
• - Switzerland, Monaco, Korea, Osaka, Tokyo Incentive Trip Achiever
• - > 200% YTD target in 2023
• - Managed portfolio of personal wealth clients, providing expert advice and recommendations on Unit Trusts, Bancassurance, Foreign Currency Investments, and other personal wealth products
• - Delivered exceptional customer service, building strong and long-lasting relationships with clients
• - Posses Capital Market License (PCE, CEILI, CUTE, Takaful)
• - Identify and expand consumer banking business opportunities in growing Bank non interest income revenue such as unit trust, retail bond, bancassurance, FX, CASA and etc

• Completion of all trades that fall into STE environment are completed within the agreed timeframe
• Completion of all manual trades within the agreed timeframe
• Assist supervisor in day to day operations of the process
• Seek ways to enhance and improve process flow and environment
• Completion of all report's to relevant processing departments in a timely manner
• Ensure outstanding items are assigned and individual departments/financial institutions are chased for resolution
• Resolution of trade queries in a timely manner
• Completion of all assigned task within agreed deadline
• Resolution on queries for STE and Manual trades from Fund Accountant
• Completion of knowledge/training within process in accordance to established learning curve
• Adherence to risk factors and seek ways of mitigation
• Ensuring that all internal cut-off times are adhered to
• Posting of trades in accordance to procedures

Finished my 6 months internship in Finance Department, General Ledger Division of PwC Associates Malaysia

• esponsible is to update departments month end reports, as well as general ledger
• During this internship, I've learned:
• - Oracle Database Software
• - Microsoft Excel VBA and Macro function
• - Alteryx
• - Microsoft Power BI and etc

• I was working as a promoter after I graduated from my high school while waiting for the new take of my university
• I have been worked as several types of promoters: Selling Smart Home Kits, Food and Beverages