I have started my banking career since 2004, working up my way up the corporate ladder with proven track records. I have proved myself being able to promote team spirit by leading multiple high performance teams achieving great results with records. Possesses wide-spread knowledge of banking products:-SME-Consumer Loans-Wealth Management & Dual Currency Investments.-Credit analytical skills.Certificates Obtained:-Investor Protection Professional Certification I have excellent track records of recruiting the right people & building up the structure & processes for sales teams in a respectable organisations in Malaysia. Notwithstanding having good relationship with our business partners such as valuers, real estate agents, developers, lawyers and peers from other banks.
Alliance Islamic Bank
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Vice PresidentAlliance Islamic Bank Jul 2023 - PresentKuala Lumpur, Federal Territory Of Kuala Lumpur, MalaysiaBusiness DevelopmentHalal in One Business Solutions
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Senior Relationship ManagerAffin Group Jun 2019 - Jun 2023Klang, Selangor, MalaysiaSME & Commercial Banking -
Priority Segment ManagerAmbank Group Jul 2017 - Jun 2019Pahang -
Branch ManagerRhb Bank Jan 2016 - Jun 2017Pahang, Malaysia-Develop business potential by planning and implementing tactical sales & marketing strategies, setting team goals and directions in order to source for new avenues for business growth.-Manage sales performance of all branch staff to achieve their individual sales target to meet overall branch KPI.-Provide coaching and guidance to branch staff to improve staff competencies.-Involve in soliciting for retail business, maintaining good rapport with customers, prospects and business… Show more -Develop business potential by planning and implementing tactical sales & marketing strategies, setting team goals and directions in order to source for new avenues for business growth.-Manage sales performance of all branch staff to achieve their individual sales target to meet overall branch KPI.-Provide coaching and guidance to branch staff to improve staff competencies.-Involve in soliciting for retail business, maintaining good rapport with customers, prospects and business partners.-Work closely with Branch Service Manager to monitor banking operations and mobilize resources to ensure delivery of customer satisfaction, compliance of relevant guidelines & policies, complaint handling and credit risk management.-Build and foster strong teamwork and working relationship among all branch personnel. Show less -
Premier Banking Relationship ManagerRhb Bank Apr 2013 - Dec 2015Malaysia* Responsible for achieving individual & branch target, i.e. Premier & Wealth Management products (Unit Trust, Bancassurance, Dual Currency Investment, Market Linked Investment) while cross selling the Bank’s retail products & services to achieve the overall target.* Proactively & consistently analyzing/reviewing customers’ portfolio using needs based selling approach to offer various financial solutions and build strong customer relationship to retain & grow the customers’ wealth based… Show more * Responsible for achieving individual & branch target, i.e. Premier & Wealth Management products (Unit Trust, Bancassurance, Dual Currency Investment, Market Linked Investment) while cross selling the Bank’s retail products & services to achieve the overall target.* Proactively & consistently analyzing/reviewing customers’ portfolio using needs based selling approach to offer various financial solutions and build strong customer relationship to retain & grow the customers’ wealth based on 4 pillars of financial planning.* Ensuring the constant update to customers on emerging financial & economic outlook and issues, new bank products & services to fulfill customers’ needs.* Responsible for referring mortgage business to branch & ensuring that the best practice on wealth management sales is being shared to peers & others. Show less -
Business Banking Relationship ManagerAlliance Bank Malaysia Berhad Apr 2011 - Mar 2013Malaysia* Responsible for overall business development on SME loan and deposit products.* Managing customer relationships with an aim to develop and sustain business flow to achieve bank’s business objective.* Developing and implementing marketing plans as well as administering and monitoring loan accounts.* Solicit and develop new client relationships to drive the SME business to new heights.* Enhance existing customer relationships and cross-sell the Bank's products -
Premier BankerCiti Apr 2010 - Mar 2011Malaysia- Acquire and forge relationships with mass affluent customers with the objective of generating revenue.- Prepare and pro-actively execute sales plans for prospective customers, using internal marketing as well as self generated leads.- Set appointments, carry-out sales call visits where necessary, prospecting and early engagement with new to bank Premier Banking customers.- To uncover and establish customer needs by profiling and recommending appropriate products in… Show more - Acquire and forge relationships with mass affluent customers with the objective of generating revenue.- Prepare and pro-actively execute sales plans for prospective customers, using internal marketing as well as self generated leads.- Set appointments, carry-out sales call visits where necessary, prospecting and early engagement with new to bank Premier Banking customers.- To uncover and establish customer needs by profiling and recommending appropriate products in accordance to customer needs.- Daily customer servicing to walk-in customers in branch for wealth management products (Unit Trust, Bancassurance, Dual Currency Investment, Market Linked Investment & International Personal Banking Services).- Actively participate and support Premier Banking marketing activities for customers' acquisition and retention. Show less
Wen Chieh Lee Skills
Wen Chieh Lee Education Details
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Mathematics And Computer Science
Frequently Asked Questions about Wen Chieh Lee
What company does Wen Chieh Lee work for?
Wen Chieh Lee works for Alliance Islamic Bank
What is Wen Chieh Lee's role at the current company?
Wen Chieh Lee's current role is VP, Business Development @ Alliance Islamic Bank.
What schools did Wen Chieh Lee attend?
Wen Chieh Lee attended Campbell University.
What skills is Wen Chieh Lee known for?
Wen Chieh Lee has skills like Banking, Finance, Risk Management, Financial Analysis, Customer Service, Credit, Retail Banking, Sales Management, Financial Risk, Branch Management, Business Analysis, Leadership.
Not the Wen Chieh Lee you were looking for?
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1 (877) 5XXXXXXX
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Wen Chieh Lee
Greater Melbourne Area2gmail.com, gmail.com -
Wen-Chieh (Carolina) Lee
Research Assistant @ Ntnu|M.S. Information & Computer Education|Python Instructor|Intern TeacherTaipei
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