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.

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.