JARREL WONG
Personal Banker Manager
Kuala Lumpur
Summary
Dedicated and ambitious banking professional with a strong sales and service foundation and experience in local and foreign bank. Skilled in both sales and service in daily branches operations, with proven ability to deliver exceptional service, maintain high quality standards, and work efficiently under pressure. Passionate about contributing to hit my sales target and service excellence.
Overview
9
9
years of professional experience
2
2
Certifications
4
4
Languages
Work History
Personal Banker Manager
UOB BANK (M) BERHAD
03.2023 - Current
- Source, attract, and onboard new clients through networking, referrals, walk-ins, and marketing activities.
- Manage and grow a portfolio of high-value customers, ensuring long-term client retention.
- Identify opportunities to increase wallet share through cross-selling and up-selling of banking products.
- Conduct detailed financial needs analysis for clients, covering savings, lending, protection, and investments.
- Recommend tailored financial solutions such as loans, credit cards, insurance, unit trusts, deposits, and wealth products.
- Provide expert advice on financial planning, risk management, and wealth accumulation strategies.
- Achieve monthly and quarterly sales targets for bank products.
- Participate in branch campaigns, community events, and business engagement activities to drive revenue.
- Monitor performance of client accounts to identify sales opportunities.
Personal Banker
RHB Bank Berhad
03.2022 - 02.2023
- Build and maintain strong long-term relationships with individual customers.
- Assess customers’ financial goals and recommend suitable products such as savings accounts, fixed deposits, credit cards, personal loans, insurance, and investment solutions.
- Educate customers on financial products, risks, benefits, and bank policies to support informed decisions.
- Meet monthly and quarterly sales targets for banking products.
- Proactively identify opportunities to cross-sell or up-sell financial solutions.
- Participate in sales campaigns and promotional activities to attract new customers.
Associate Financial Planner
IPPFA Sdn Bhd
02.2019 - 01.2020
- Provided financial planning services including wealth protection, accumulation, and management.
- Conducted client meetings, diagnosed financial needs, and presented tailored financial plans.
- Performed investment research and market analysis to support client decisions.
- Drove sales activities, met targets, and gained managerial exposure.
- Pursued professional growth through Certified Financial Planning coursework.
Business Development Associate
UBF Maintenance Sdn Bhd
03.2017 - 01.2019
- Developed business opportunities with international clients from China, Korea, Japan, Philippines, Myanmar, Vietnam, and more.
- Built and maintained strong relationships with existing clients.
- Conducted product/service pitching and initiated meetings with new prospects via phone and email.
- Supported daily operations and assisted in training junior team members.
- Planned and executed marketing initiatives to drive business growth.
Education
Bachelor of Arts - Hospitality
Cesar Ritz Colleges
Switzerland01.2014
Higher National Diploma - Hospitality
Berjaya University College of Hospitality
Kuala Lumpur01.2013
Skills
Target Oriented
Certification
UOB Unsung Hero Award 2025 - winner
References
Lydia, Tiong Chai Yii, lydiachaiyii.tiong@uob.com.my, 018-918 1398, UOB BANK (M) BERHAD
Interests
Golfing, Reading, Investment, Watching food-industry documentaries, Learning from public figures
Timeline
Personal Banker Manager
UOB BANK (M) BERHAD
03.2023 - Current
Personal Banker
RHB Bank Berhad
03.2022 - 02.2023
Associate Financial Planner
IPPFA Sdn Bhd
02.2019 - 01.2020
Business Development Associate
UBF Maintenance Sdn Bhd
03.2017 - 01.2019
Higher National Diploma - Hospitality
Berjaya University College of Hospitality
Bachelor of Arts - Hospitality
Cesar Ritz Colleges