Wai Kit Chen is a Team Head at UOB at UOB.
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Team HeadUob -
Wealth Banking Relationship ManagerUnited Overseas Bank (Malaysia) Berhad Jan 2016 - Sep 2022Provide a high level of professionalism in conducting consultations and profiling with Wealth Banking customers.Provide financial advisory, promote and cross-sell (via portfolio allocation) comprehensive range of bank’s financial products that includes bancassurance, unit trust, foreign retail bond, structured investment and dual currency investment.Maintaining up to date knowledge of products and latest market outlook.Ensure customer loyalty and promote brand identity by providing excellent customer service through regular contact with customers, keeping abreast of latest products promotion updates and conducting reviews on portfolio.Ensure compliance to all operating & regulatory guidelines, sales practice, etcAchievement ( Classic Elite Award (Bancaassurance) 2017, 2018Premier Elite Award (Bancaassurance) 2019RM 1 million APE per calendar year (2017 – 2022) ( 50,000 monthly revenue.
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Preferred Relationship ManagerCimb Bank Berhad Feb 2015 - Dec 2015Provide a high level of professionalism in conducting consultations and profiling with Preferred Banking customers.Provide financial advisory, promote and cross-sell comprehensive range of bank’s financial products that includes bancassurance, unit trust (including ASNB), foreign retail bond, FRNID, gold investment, structured investment and dual currency investment.Maintaining up to date knowledge of products and latest market outlook.Ensure compliance to all operating & regulatory guidelines, sales practice, etc
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Senior Personal Financial ManagerOcbc Bank Malaysia Berhad Jan 2013 - May 2013Promote and cross-sell comprehensive range of financial products that includes Bancassurance, NID(Klibor), unit trust and structured investment.Providing an excellent quality service to meet customer’s utmost satisfaction.Ensure compliance to all operating & regulatory guidelines, sales practice, etc.Attend all trainings provided by the bank and adequately knowledge-able of the key features, benefits & risk of OCBC products.Achievement ( New Horizons Award – Zero defects.Bali, Indonesia incentive trip (Bancasurrance). ( 23,500 monthly revenue.
Wai Kit Chen Education Details
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Sheffield Hallam University, UkInternational Marketing -
Sheffield Hallam University, UkBusiness Economics -
Tunku Abdul Rahman College (Tarc)Business Economics -
Tunku Abdul Rahman College (Tarc)Business Economics -
Smk La Salle PjSecondary Education
Frequently Asked Questions about Wai Kit Chen
What company does Wai Kit Chen work for?
Wai Kit Chen works for Uob
What is Wai Kit Chen's role at the current company?
Wai Kit Chen's current role is Team Head at UOB.
What schools did Wai Kit Chen attend?
Wai Kit Chen attended Sheffield Hallam University, Uk, Sheffield Hallam University, Uk, Tunku Abdul Rahman College (Tarc), Tunku Abdul Rahman College (Tarc), Smk La Salle Pj, Sheffield Hallam University.
Who are Wai Kit Chen's colleagues?
Wai Kit Chen's colleagues are Wendy Yong, Benjamin Lim, Cheng Zhang, Auni W., Stephanie Yap, Danupob Apichitsakul, Chan Jia En.
Not the Wai Kit Chen you were looking for?
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Wai Kit Tan
Wp. Kuala Lumpur
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