Stanley Sim Email & Phone Number

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

• Provided In-Depth advisory solutions for high net worth clients on a regular basis, effectively bolstering bank-client relationships.• Adhered to group risk compliance and strict banking operating procedures• Client Acquisition & able to meet customers’ high expectation and banking needs• Distinguished self as a strategic thinker capable of generating innovative investment solutions beyond traditional portfolios, resulting in heightened productivity and goal attainment for clients.Offshore/Cross Boarder Account Opening : From Conventional to Islamic Financing to Overseas Account ReferalsComply with Group strategies & collaborated with various banking entities such as - investment banking division, corporate banking and Assurance team to accomplish goals

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

Relationship Manager, Jr.

Malaysia

* Responsible for managing the portfolio of High Net Worth Affluent clients. Provide solutions to queries and requests efficiently and diligently.• Acquisition of new to bank customers and increasing the average Asset Under Management (AUM) of clients in CASA accounts.• Offering solutions of optimized asset management ideas and portfolio growth tailored to clients needs.• Assisted in marketing events to engage with clients and enhance relations with banks* Adhere to strict operational procedures & Group risk compliance

Kuala Lumpur, Malaysia

As an intern, I assumed the pivotal role of providing fresh ideas and insights of market trends for senior members of the team. Additionally, I was given the opportunity to engage in interdepartmental rotations, which provided invaluable exposure to the diverse facets of investment banking.