Nicole Tan Kher Li
Business Developement Manager
KUALA LUMPUR
Summary
Accomplished Financial Advisor with a proven track record at NS Wealth Solution, adept in client relations and financial planning. Excelled in fostering client loyalty and executing comprehensive financial strategies, enhancing sales performance across banking sectors. Skilled in sales expertise and banking, consistently achieving goals through strategic financial advising and robust client engagement.
Overview
16
16
years of professional experience
Work History
Financial Advisor
NS Wealth Advisory
10.2020 - 09.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations and services based on each clients' individual needs.
Business Development Manager
Standard Chartered Bank
01.2016 - 09.2020
- Promote bank loan facilities to SME sector base on customer requirement and needs.
- Coordinated with product development teams to ensure offerings met market demands and client expectations.
- Improved sales performance with targeted training programs focused on advanced sales techniques and product knowledge.
Vice President
UOB Bank
01.2013 - 12.2015
- Promote bank loan facilities to SME sector base on customer requirement and needs.
- Coordinated with product development teams to ensure offerings met market demands and client expectations.
- Improved sales performance with targeted training programs focused on advanced sales techniques and product knowledge.
Flight Attendant
Air Asia X
11.2008 - 12.2012
- Increased customer loyalty through personalized interactions, promptly attending to concerns, and resolving issues professionally.
- Participated in regular training sessions to stay current on industry trends, evolving company policies, safety procedures, and customer service strategies.
- Performed pre-flight safety checks to verify oxygen masks, life jackets and other emergency equipment in good working order.
- Ensured safety and comfort of customers onboard aircraft.
Education
BBA - Business Administration
Southern Pacific University
Petaling Jaya, Selangor, Malaysia 04.2001 -
Skills
Client Relations
Financial Advising
Sales expertise
Banking
Sales and Marketing
Financial Planning
Languages
Chinese (Cantonese), Chinese (Mandarin), Malay, English
Native language
English
Upper intermediate
B2
Chinese (Mandarin)
Upper intermediate
B2
Malay
Upper intermediate
B2
Timeline
Financial Advisor
NS Wealth Advisory
10.2020 - 09.2024
Business Development Manager
Standard Chartered Bank
01.2016 - 09.2020
Vice President
UOB Bank
01.2013 - 12.2015
Flight Attendant
Air Asia X
11.2008 - 12.2012
BBA - Business Administration
Southern Pacific University
04.2001 -
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