Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

TAN KUAN WEI

BANKING & FINANCE
Kuala Lumpur

Summary

Professional with experience in relationship management, prepared to drive impactful results. Strong focus on team collaboration and achieving goals. Known for reliability and adaptability in dynamic environments. Skills include client engagement, financial analysis, and strategic planning. Respected for communication, problem-solving, and leadership abilities.

Overview

7
7
years of professional experience
2
2
Certifications

Work History

Associate Relationship Manager

Standard Chartered Bank
03.2025 - Current


  • Provided exceptional customer service, resolving issues promptly and effectively to ensure high client retention rates.
  • Monitored & managing RM 7 mil clients' portfolios regularly, ensuring optimal performance and mitigating potential risks while maintaining a high level of attention to detail and organization, resulting in successful outcomes for all parties involved.
  • Developed presentations for prospective clients showcasing our firm''s unique capabilities in managing complex financial situations.

Primary Banker

HSBC AMANAH MALAYSIA BERHAD
08.2024 - 01.2025
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.
  • Opened, closed, and updated accounts for customers.

Global Support Executive

HSBC Electronic Data Processing (Malaysia) Sdn. Bhd.
03.2024 - 06.2024
  • Streamlined support processes for increased efficiency and faster response times.
  • Optimized resource allocation for improved coverage across Macau, South Korea & Thailand ensuring seamless process of global support services.
  • Drafted diagnostic and support scenario documentation, collaborating with front office to prioritize corporate clients' retention and satisfaction FX rates.

Sales Representative

Delfi Marketing Sdn. Bhd.
10.2023 - 02.2024
  • Increased sales revenue by identifying and targeting high-potential accounts.
  • Generated additional sales opportunities with upselling and cross-selling techniques.
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.

Treasury Intern

Danone Specialized Nutrition (Malaysia) Sdn Bhd
08.2022 - 11.2022
  • Performed ad-hoc analyses to support senior management requests or special projects related to treasury functions.
  • Improved financial reporting accuracy by assisting in the preparation and analysis of treasury reports.
  • Collaborated with cross-functional teams to address emerging treasury-related issues.
  • Supported cash management initiatives for optimal liquidity and investment strategies.

Casino Dealer Part-time

Genting Highlands Berhad
01.2019 - 02.2019
  • Dealt appropriate number of cards to each player and verify placed bets before starting game.
  • Optimized guest satisfaction by adjusting table settings to accommodate individual preferences for seating arrangements or betting limits.
  • Supported seamless game transitions, swiftly changing decks or replacement cards as needed without disrupting playtime.
  • Promoted responsible gambling practices, recognizing signs of problem gambling and addressing concerns appropriately.

Education

Bachelor of Arts - Accounting And Finance (Special Forex&Investment)

Asia Pacific University of Technology & Innovation (APU)
Kuala Lumpur, Malaysia
04.2001 -

Bachelor of Arts - Dual Degree Programme Accounting & Finance

De Montfort University
Leicester, England
04.2001 -

Skills

    Results-driven

    Financial services expertise

    Strong verbal communication

    Comprehensive understanding of products

    Customer Relationships & Portfolios management

Certification

Takaful Basic Examination (TBE)

Timeline

Associate Relationship Manager

Standard Chartered Bank
03.2025 - Current

Primary Banker

HSBC AMANAH MALAYSIA BERHAD
08.2024 - 01.2025

Global Support Executive

HSBC Electronic Data Processing (Malaysia) Sdn. Bhd.
03.2024 - 06.2024

Sales Representative

Delfi Marketing Sdn. Bhd.
10.2023 - 02.2024

Treasury Intern

Danone Specialized Nutrition (Malaysia) Sdn Bhd
08.2022 - 11.2022

Casino Dealer Part-time

Genting Highlands Berhad
01.2019 - 02.2019

Bachelor of Arts - Accounting And Finance (Special Forex&Investment)

Asia Pacific University of Technology & Innovation (APU)
04.2001 -

Bachelor of Arts - Dual Degree Programme Accounting & Finance

De Montfort University
04.2001 -
TAN KUAN WEIBANKING & FINANCE