Michelle Chan Sze Theng
Relationship Manager
Summary
A passionate financial professional with 5+ years of experience in the financial industry, specializing in relationship management, investment strategies, and client portfolio optimization. Seeking a challenging role to leverage my expertise in financial planning, risk management, and team leadership while further developing interpersonal strengths and expanding financial knowledge.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
5
5
Languages
Work History
Relationship Manager
Hong Leong Bank Berhad
03.2024 - Current
- Managed 250+ Priority Banking clients, delivering personalized financial solutions and exceptional service.
- Conducted regular portfolio reviews to align investments with clients’ financial goals and risk profiles.
- Provided tailored wealth planning to help clients achieve objectives and optimize portfolios.
- Referred clients to colleagues for additional services (e.g., mortgages, personal financing) to offer a one-stop solution for high-net-worth clients.
- Maintained high client satisfaction by resolving inquiries and addressing concerns promptly.
- Built strong relationships through consistent communication and understanding of clients’ evolving needs.
- Recommended new products and services to enhance clients’ financial strategies.
- Resolved client issues professionally, fostering trust and loyalty.
Business Development Manager
FWD Insurance Berhad
03.2023 - 09.2023
- Provided sales and operational support to agencies and financial advisory firms, including product guidance, claims assistance, policy management, and underwriting.
- Strategically motivated agency teams to achieve business targets and improve productivity.
- Monitored sales representatives’ activities to ensure alignment with production and recruitment goals.
- Developed innovative sales strategies to drive business growth and enhance team performance.
- Analyzed sales data and provided actionable insights to optimize sales planning and execution.
- Executed company-wide sales incentive programs and campaigns to boost engagement and performance.
- Collaborated with marketing teams to create targeted campaigns, generating high-quality leads.
- Represented the company at industry events, expanding networks and generating business opportunities.
- Recognized as Top Producer in Central Region (June 2023), outperforming nationwide competitors.
Relationship Manager
AmBank Berhad
05.2022 - 02.2023
- Managed 200+ Signature Priority Banking clients, delivering personalized financial solutions and exceptional service.
- Conducted regular portfolio reviews to align investments with clients’ financial goals and risk profiles.
- Provided tailored wealth planning to help clients achieve their financial objectives.
- Proactively engaged clients to identify opportunities, address needs, and cross-sell banking products.
- Maintained high client satisfaction by resolving inquiries and addressing concerns promptly.
- Recommended new products and services to optimize clients’ financial strategies.
- Resolved client issues professionally, fostering trust and loyalty.
Relationship Manager
RHB Bank Malaysia
01.2021 - 05.2022
- Managed high-net-worth clients across two key branches (KL Main and Bandar Baru Ampang), providing personalized financial solutions and exceptional service.
- Conducted regular portfolio reviews to align investments with clients’ financial goals and risk tolerance.
- Delivered tailored wealth planning to help clients diversify, build, and grow their wealth.
- Proactively engaged clients to identify opportunities, address needs, and cross-sell banking products.
- Built and maintained long-term client relationships, fostering trust and loyalty.
- Ensured high client satisfaction by managing expectations and delivering effective solutions.
Premium Manager
Standard Chartered Bank Malaysia
07.2019 - 01.2021
- Engaged with premium clients to identify and address their financial needs, including cross-selling retail banking products to enhance their portfolios.
- Delivered tailored wealth planning and solutions to help clients achieve their financial goals and optimize their wealth management strategies.
- Built, strengthened, and maintained long-term relationships with premium clients, fostering trust and loyalty to the bank.
- Drove and maximized sales performance to meet and exceed revenue targets for the segment and channel.
- Managed client expectations and ensured high levels of satisfaction by providing personalized, timely, and effective solutions.
Personal Banker
UOB Malaysia
02.2019 - 06.2019
- Provide personal financial service to suites customer's needs
- Financial review and advice for existing customer
- Solve customer enquiries and complaint and manage customer expectation
Education
Bachelor of Arts - Accounting and Finance
Taylor's University Lakeside Campus
Kuala Lumpur 03.2014 - 04.2019
Skills
Customer Service Support
Salesforce Management
Business Development and Planning
Strategic Selling
Microsoft Computer Literacy
Portfolio Wealth Management
Accomplishments
- October 2019, Top Bancassurance Closure (Premier Manager Categories) - Standard Chartered (SCB)
- Q4 2019, Top 5 Premier Manager - Bancassurance Product - SCB
- May 2020, Top Sales Closure via CRM Leads System (Premier Manager Categories) - SCB
- 2020, Nationwide: 1st Remote Sales Submission - SCB
- 2020, Nationwide: 1st submission for Insurance Retirement Plan (Pru Harvest) - SCB
- 2021, KL Premier Hub: 1st Non-Participating Endowment Plan Insurance Submission (RM Categories) - RHB
- 2022, Organized and conducted Corporate Presentation - Promoting Retail Banking Product - AmBank
Financial Licensing
- Insurance (PCE, CEILI & TBE)
- Unit Trust
- Private Retirement Scheme
- Investor Protection Professional Certification (IPPC)
Timeline
Relationship Manager
Hong Leong Bank Berhad
03.2024 - Current
Business Development Manager
FWD Insurance Berhad
03.2023 - 09.2023
Relationship Manager
AmBank Berhad
05.2022 - 02.2023
Relationship Manager
RHB Bank Malaysia
01.2021 - 05.2022
Premium Manager
Standard Chartered Bank Malaysia
07.2019 - 01.2021
Personal Banker
UOB Malaysia
02.2019 - 06.2019
Bachelor of Arts - Accounting and Finance
Taylor's University Lakeside Campus
03.2014 - 04.2019
Similar Profiles
Vimaladevi SubramaniamVimaladevi Subramaniam
Unit Head Regulatory Control at Hong Leong Bank BerhadUnit Head Regulatory Control at Hong Leong Bank Berhad
ERIC TANG JUN LIANG ERIC TANG JUN LIANG null
Sr Executive Of Business Corporate Banking (SME) at HONG LEONG BANK BERHADSr Executive Of Business Corporate Banking (SME) at HONG LEONG BANK BERHAD
NOOR GHANINOOR GHANI
Customer Service Officer at Hong Leong Bank BerhadCustomer Service Officer at Hong Leong Bank Berhad