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 -
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