VEE YEE POUN

• Work together with stakeholders to ensure smooth business process.
• Monitored compliance with industry regulations and company policies to mitigate risk.
• Planned and led team meetings to review operations processes and communicate new and ongoing priorities.
• Managed a team of employees by providing guidance, setting goals and objectives, delegating tasks, and monitoring performance.
• Conducted performance reviews and provided feedback to direct reports for career development.
• Facilitated team meetings and workshops to align on goals and strategies.
• Conducted regular performance appraisals for direct reports to provide feedback on their work performance.
• To generate report for monthly regulatory reporting

Industry: Banking / Financial Services

Specialization: Banking / Financial Services

Role: Financial Planning / Wealth Management

Position Level: Manager

Branch Level: Privilege Banking Relationship Manager

• Build long term relationship with portfolio clients and building new to bank privilege banking customer.
• Servicing privilege customers on daily banking transactions such as FD placement, deposit withdrawal, TT transactions and etc.
• Building relationship with customers from their portfolio to generate revenue and focus on wealth management productssuch as unit trust, bancassurance and structured investments.
• Provide excellent customer experience to the privilege banking customers by updating customers investment portfolios, market outlook ,propose wealth investment solutions to suit customer financial goals.
• Proactively engage privilege banking customers to achieve continuous customer satisfaction.
• Adhere to all related policies, regulatory risk and compliance matters such as KYC on account opening, documents checking, annual review on high net worth customers and approval to onboard new customers.
• Gain good customer experience by providing fast response and solutions to customers.

Reasons for leaving: Looking for better job prospects and for a change in career path.

Industry: Banking / Financial Services

Specialization: Consumer Loan Financing

Role: Consumer Loan Executive

Position Level: Fresh Entry

Marketing loan for staff working in government sector.

• Handle loan documents for loan submission to financial services agency.
• Building relationship with customers on provide services on loan enquiries.
• Gaining referrals from existing loan customer by providing good and sound customer service.

Industry: Banking / Financial Services

Specialization: Banking / Financial Services

Role: Credit Processing and Approver

Position Level: Manager

• Perform credit checking on personal loan and credit card applications.
• Perform pre-screening on personal loans and credit card for approval.
• Handling complaints
• Achieve daily target set.

Industry: Banking/ Financial Services

Specialization: Banking / Financials Services

Role: Senior Executive

Position Level: Fresh Graduate

• Perform credit checking for credit card and personal loan applications.
• Perform pre- screening for documents and submit for approval.
• Ensure all the documents are filed properly before sending for record keeping.