VINNIE TAY HWEE TENG
KUALA LUMPUR
Summary
Dynamic Business Wealth Relationship Manager with a proven track record at UOB Bank Berhad, excelling in wealth management and financial analysis. Achieved remarkable portfolio growth, doubling assets to RM 300 million. Expert in regulatory compliance and client relationship management, consistently recognized as a top performer in driving business success. Results-driven and client-focused Relationship Manager with over 8 years of experience in wealth management, business banking, and financial advisory services.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Business Wealth Relationship Manager
UOB Bank Berhad
KUALA LUMPUR
04.2023 - 06.2025
- Advised SME and business clients on complex banking and financial products, including working capital, trade finance, and treasury solutions.
- Assisted clients in developing long-term plans that meet their financial objectives.
- Ensured compliance with all applicable industry regulations and internal procedures.
- Researched new products and services available in the marketplace to provide better options to customers.
- Collaborated with other team members to develop customized solutions for clients' wealth management needs.
- Grew branch business portfolio from RM 150 million to RM 300 million for new bank customer and existing bank customer.
- 2023 Champagne Deal Achiever [Foreign Exchange (FX) Income]. (Top 5 BWRM in FY 2023)
- 2024 Champagne Deal Achiever [Foreign Exchange (FX) Income]. (Top 8 BWRM in FY 2024)
- Q1 2024 Best Wealth Relationship Manager.
- Every quarter, Performance Allowance achiever.
Associate Customer Relationship Manager
Alliance Bank Berhad
KUALA LUMPUR
04.2022 - 03.2023
- Provided financial planning advice for clients, including retirement planning, budgeting, investment strategies, etc.
- Managed the relationship between the bank and its customers by providing advice on products and services.
- Managed a portfolio of RM100 million in assets, with the goal of increasing revenue by 20% annually through cross-selling and upselling products and services.
- Managed client accounts, monitored performance metrics and ensured timely delivery of services.
Preferred Relationship Manager
CIMB Bank Berhad
KLANG
02.2020 - 03.2022
- Established and maintained long-term relationships with customers.
- Identified potential risks associated with certain investments or transactions.
- Participated in training sessions designed to enhance knowledge of financial markets and products.
- Assisted customers in setting up online banking accounts and troubleshooting technical issues.
- Conducted regular meetings with clients to review their financial portfolios and discuss any changes or updates.
- Monitored compliance regulations related to preferred relationship banking services.
Financial Services Consultant
CIMB BANK BERHAD
KUALA LUMPUR
11.2018 - 02.2020
- Developed client leads and implemented marketing strategies to retain new clients.
- Established a customer-focused, need-based review process to advise customers about insurance options.
- Scheduled daily appointments for home services to market life insurance policies and collect premiums from home-based clients.
- Cold-called potential clients to discuss available financial products and services.
- Achieved Rookies Bonus within six months.
Confidential Assistant (Human Resources)
Public Bank Berhad
KUALA LUMPUR
01.2015 - 01.2017
- Handled confidential information in a discreet manner.
- Maintained filing systems for confidential documents and records.
- Assisted with special projects such as research or data entry tasks.
- Supported colleagues by providing assistance with day-to-day activities.
- Prepared reports, presentations and other documents as required.
Education
Some College (No Degree) - Diploma in Accounting & Business
KOLEJ BANDAR
KUALA LUMPURSkills
- Financial analysis
- Wealth management
- Portfolio management
- Investment strategies
- Regulatory compliance
- Anti-money laundering
- Product knowledge
- High-Net-Worth Client Management
Certification
- CERTIFICATES
- FIMM and PRS License
- PCE and CELLI License
- Takaful Basic Examination License
- IPPC
- English For Business Professionals Programme
Accomplishments
- During CIMB, I achieved the Financial Services Rookies Bonus within six months
- 2023 Champagne Deal Achiever (Top 5 BWRM in FY 2023)
- 2024 Champagne Deal Achiever. (Top 8 BWRM in FY 2024)
- Q1 2024 best wealth relationship manager
- Every quarter, Performance Allowance achiever.
Languages
English
First Language
Malay
Upper Intermediate (B2)
B2
Chinese (Mandarin)
Advanced (C1)
C1
Chinese (Cantonese)
Advanced (C1)
C1
Technical Skills
- CRM software: E manager
- MS Office Suite (Excel, PowerPoint, Word)
- Financial Tools: Bloomberg
Timeline
Business Wealth Relationship Manager
UOB Bank Berhad
04.2023 - 06.2025
Associate Customer Relationship Manager
Alliance Bank Berhad
04.2022 - 03.2023
Preferred Relationship Manager
CIMB Bank Berhad
02.2020 - 03.2022
Financial Services Consultant
CIMB BANK BERHAD
11.2018 - 02.2020
Confidential Assistant (Human Resources)
Public Bank Berhad
01.2015 - 01.2017
Some College (No Degree) - Diploma in Accounting & Business
KOLEJ BANDAR