TIFFANY LOOI XUAN HUI
Kepong,Malaysia
Summary
Results-driven Relationship Manager with 4 years of experience managing high net worth clients and driving portfolio growth. Proven ability to generate revenue through strategic financial planning and cross-selling across digital and offline channels. Strong understanding of regulatory compliance and risk management. Seeking to apply banking expertise and client-focused approach in the fintech or crypto sector.
Overview
4
4
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work history
Relationship Manager
OCBC Bank (Malaysia) Kepong Branch
2024.09 - 2026.04
- Managed Premier and High Net Worth Client portfolios, providing tailored wealth advisory and financial planning.
- Expanded client base through networking, referrals, and strategic prospecting.
- Deepened client relationships to drive portfolio growth and retention.
- Led seamless client onboarding with full KYC/AML compliance.
- Cross-sold Structured Investments, Treasury Products, Unit Trusts & Bancassurance.
- Provided prompt support via chat, email, and phone to ensure high client satisfaction.
- Referred secured and corporate loan solutions to meet broader client needs.
- Maintained strict adherence to regulatory and internal compliance standards.
Senior Personal Financial Consultant
OCBC Bank (Malaysia) Kepong Branch
2023.08 - 2024.09
- Managed clients across Premier, Emerging Affluent, and Mass segments.
- Delivered personalized financial solutions aligned with client goals.
- Maintained high customer satisfaction through strong advisory and service quality.
- Achieved zero-defect compliance in account opening and transaction processing.
Personal Financial Consultant
OCBC Bank (Malaysia) Kepong Branch
2022.08 - 2023.08
- Delivered full-spectrum financial services to retail clients.
- Promoted tailored financial products based on client needs and profiles.
- Ensured strong regulatory compliance and high operational accuracy.
Education
Bachelor of Banking and Finance -
Tunku Abdul Rahman University of Management and Technology
2020.01 - 2022.01
Skills
- Wealth Planning, Financial Advisory and Portfolio Management
- High Net Worth (HNW) Client Relationship Management
- Sales, Upselling and Cross-selling of Financial Products
- Business Development, Client Acquisition and Lead Conversion
- Client Onboarding KYC/AML Compliance and Documentation
- Regulatory Compliance, Risk Assessment and Governance
- Strong Communication, Negotiation and Problem-Solving Skills
- Customer Service via Live Chat, Email and Phone Support
LANGUAGE
Chinese
Native
English
Fluent
Cantonese
Upper intermediate
Malay
Upper intermediate
Certification
- Investor Protection Professional Certificate (IPPC)
- Federation of Investment Managers Malaysia (FIMM)
- PCE and CEILI
- TAKAFUL Basic Examination
- General Insurance
Accomplishments
- Focus Fund Top Achiever Challenge (Nov 2024)
- OCBC Champions Club MY Full Year 2024 (Italy Incentive Trip)
- OCBC Champions Club MY Mid-Year 2024 (China Incentive Trip)
- Top Banca Sales Monthly Achiever Jan and June 2024
- Top Personal Banking Award
Timeline
Relationship Manager
OCBC Bank (Malaysia) Kepong Branch
2024.09 - 2026.04
Senior Personal Financial Consultant
OCBC Bank (Malaysia) Kepong Branch
2023.08 - 2024.09
Personal Financial Consultant
OCBC Bank (Malaysia) Kepong Branch
2022.08 - 2023.08
Bachelor of Banking and Finance -
Tunku Abdul Rahman University of Management and Technology
2020.01 - 2022.01