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Business Wealth Manager
Kuala Lumpur
Summary
Dynamic and results-driven Business Wealth Manager with over 20 years of extensive experience in sales, relationship management, and business development across banking and financial services. Demonstrated ability to lead high-performing teams, cultivate long-term client relationships, and achieve revenue growth through strategic solutions. Adept at building strong client bases, streamlining sales processes, and ensuring compliance with regulatory and operational standards.
Overview
22
22
years of professional experience
2
2
years of post-secondary education
3
3
Languages
Work History
Business Wealth Manager
Alliance Bank Malaysia Berhad
05.2022 - Current
- Developed and maintained relationships with SME clients, driving the sales of deposit products, FOREX transactions, and fee-based income streams across various industries
- Designed customized financial solutions to meet clients’ unique needs, ensuring satisfaction and fostering long-term loyalty
- Built and managed a strong pipeline of high-value clients, directly contributing to revenue growth and the bank's financial performance
Senior Sales Manager
RHB Bank Berhad
04.2021 - 04.2022
- Directed a dynamic team of 15 sales consultants to drive market penetration and increase personal loan sales, consistently achieving and exceeding revenue targets
- Innovated sales strategies and implemented training programs, improving overall team performance and employee engagement
- Enhanced cross-functional collaboration to streamline sales processes, driving measurable improvements in KPIs and customer satisfaction
- Managed the recruitment, development, and performance management of team members, ensuring alignment with strategic goals
Business Development Manager
OCBC Bank (Malaysia) Bhd
03.2018 - 03.2021
- Drove the acquisition of new clients and expanded product offerings for SME clients, focusing on term loans, overdrafts, and business accounts
- Built and maintained strategic partnerships with industry professionals and business associations, resulting in a significant expansion of the bank's client base
- Collaborated with internal stakeholders to ensure seamless implementation of financial solutions while adhering to regulatory and compliance standards
- Provided unparalleled post-sale service, fostering long-term relationships with key clients
Team Manager
Gravitas Free Sdn Bhd
05.2017 - 02.2018
- Managed a high-performing telesales team for Maybank portfolio products, ensuring targets were met while maintaining exemplary service standards
- Developed and executed motivational strategies to boost team performance, reducing turnover and enhancing employee satisfaction
- Drove operational improvements and participated in cross-departmental initiatives to streamline processes and enhance overall efficiency
Team Manager
GW Gemilang Sdn Bhd
01.2014 - 04.2017
- Directed a team of staff in achieving company objectives, focusing on high-level business strategy and operational excellence
- Delivered strong financial and non-financial results by aligning business goals with day-to-day operations
- Analyzed performance metrics and provided actionable insights that resulted in continuous improvement across all business areas
Financial Consultant
OTS Group
12.2012 - 01.2014
- Drove sales of mortgage, insurance, and investment products, consistently exceeding sales targets
- Cultivated and managed client relationships, ensuring the delivery of personalized financial solutions
- Played a key role in the recruitment and development of new agents, fostering a collaborative and high-performance sales culture
Regional Manager
PRICE SOLUTIONS Sdn Bhd
07.2010 - 11.2012
- Led a regional sales team in East Malaysia, overseeing personal loan, credit card, and business loan product sales
- Ensured regional profitability by refining sales processes and optimizing resource allocation
- Delivered consistent results through expert team leadership, coaching, and motivation
Unit Sales Manager
PRICE SOLUTIONS Sdn Bhd
08.2007 - 07.2010
- Managed four telemarketing teams of 60+ executives, driving performance across a range of financial products
- Implemented strategies that boosted sales and team morale while maintaining a focus on key performance metrics
- Played a pivotal role in developing the sales process to improve conversion rates and reduce churn
Team Manager
PRICE SOLUTIONS Sdn Bhd
03.2006 - 08.2007
- Led a team of 15 telemarketing executives focused on increasing bank receivables through personal loan sales
- Motivated and coached the team to consistently achieve sales and department targets
- Managed recruitment, training, and performance development of new and existing team members
- Resolved customer service issues and ensured adherence to Key Performance Indicators (KPIs)
- Contributed to process improvement initiatives to enhance operational efficiency
Campaign Leader
AMERICAN INTERNATIONAL ASSURANCE CO LTD
08.2003 - 03.2006
- Led and optimized sales campaigns, ensuring targets were met through strategic management and performance tracking
- Provided daily performance updates and developed corrective actions to address underperformance
Contact Centre Executive
Vision IP Services Sdn. Bhd.
05.2003 - 08.2003
- Delivered marketing and sales support for Allianz Life Insurance, engaging customers and promoting insurance products
- Developed foundational skills in telemarketing, customer relationship management, and sales strategies
Education
Bachelor of Science - Programming
Inti College Subang Jaya
04.2001 - 01.2003
Professional Certificate of Computer Science/Information Technology - Computer
Inti College Subang Jaya
Skills
- Selling Skills
- Sales Management
- Presentation Skills
- Management Skills
- Financial Analysis
- Customer Handling
Timeline
Business Wealth Manager
Alliance Bank Malaysia Berhad
05.2022 - Current
Senior Sales Manager
RHB Bank Berhad
04.2021 - 04.2022
Business Development Manager
OCBC Bank (Malaysia) Bhd
03.2018 - 03.2021
Team Manager
Gravitas Free Sdn Bhd
05.2017 - 02.2018
Team Manager
GW Gemilang Sdn Bhd
01.2014 - 04.2017
Financial Consultant
OTS Group
12.2012 - 01.2014
Regional Manager
PRICE SOLUTIONS Sdn Bhd
07.2010 - 11.2012
Unit Sales Manager
PRICE SOLUTIONS Sdn Bhd
08.2007 - 07.2010
Team Manager
PRICE SOLUTIONS Sdn Bhd
03.2006 - 08.2007
Campaign Leader
AMERICAN INTERNATIONAL ASSURANCE CO LTD
08.2003 - 03.2006
Contact Centre Executive
Vision IP Services Sdn. Bhd.
05.2003 - 08.2003
Bachelor of Science - Programming
Inti College Subang Jaya
04.2001 - 01.2003
Professional Certificate of Computer Science/Information Technology - Computer
Inti College Subang Jaya
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