Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Aderyn Loh Li Yan

Aderyn Loh Li Yan

Bandar Seri Begawan

Summary

Dynamic Senior Relationship Manager at Standard Chartered Securities with a proven track record in portfolio management and customer engagement. Expert in developing tailored financial solutions, enhancing client satisfaction, and driving business growth. Recognized for mentoring junior staff and streamlining processes, resulting in improved efficiency and client retention.

Professional with strong background in relationship management and client engagement. Proven ability to drive growth and build lasting partnerships through effective communication and strategic planning. Skilled in team collaboration, problem-solving, and adapting to changing priorities. Known for delivering results and fostering positive work environment.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

26
26
years of professional experience

Work History

SENIOR RELATIONSHIP MANAGER

Standard Chartered Securities (B) Sdn Bhd
08.2011 - Current
  • Cultivate strong client relationships through effective communication and personalized service strategies.
  • Develop and implement tailored financial solutions to meet diverse client needs and objectives.
  • Analyze market trends to inform strategic decision-making and identify new business opportunities.
  • Streamline relationship management processes, improving efficiency and response times for client inquiries.
  • Collaborate with senior leadership to align client engagement strategies with organizational goals.
  • Conduct regular reviews of client portfolios, ensuring alignment with evolving market conditions and preferences.
  • Ensure compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
  • Enhance team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
  • Develop new banking relationships with business prospects.
  • Request customer feedback to drive client satisfaction and retention while quickly remedying issues.
  • Participate in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge.
  • Strengthen client relationships by consistently providing exceptional service and financial solutions tailored to their needs.

PERSONAL WEALTH PLANNER

BICB CAPITAL SDN BHD
05.2009 - 07.2011
  • Developed personalized financial plans tailored to clients' unique goals and risk tolerance.
  • Analyzed investment opportunities, providing recommendations based on market trends and financial data.
  • Educated clients on various financial products, enhancing their understanding of investment strategies.
  • Conducted comprehensive financial reviews to ensure alignment with clients' evolving life circumstances.
  • Led workshops focused on retirement planning, increasing client engagement through interactive sessions.
  • Developed strong referral networks with other professionals in related fields, leading to increased collaboration opportunities and business growth.
  • Managed accounts and assets in compliance with established regulations to ensure the security of clients'' information and funds.
  • Increased revenue generation by proactively identifying new business opportunities and expanding the company''s clientele base.
  • Enhanced overall portfolio performance by regularly reviewing asset allocation plans in line with changing economic conditions or shifts in personal circumstances.
  • Optimized retirement strategies by assessing individual goals, risk tolerance levels, and time horizons, ensuring a comfortable post-career nest egg.
  • Educated clients on various investment options, empowering them to make informed decisions for their financial future.
  • Assisted clients in setting achievable short-and long-term financial objectives aligned with their priorities and lifestyle expectations.
  • Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.

SENIOR PERSONAL BANKING REPRESENTATIVE

The Hongkong and Shanghai Banking Corporation Limited
09.2002 - 05.2009
  • Delivered exceptional customer service in banking transactions and account management.
  • Assisted clients with financial product selections, enhancing overall satisfaction and retention rates.
  • Educated customers on digital banking tools, improving user engagement and transaction efficiency.
  • Processed loan applications, ensuring accuracy and compliance with lending policies and regulations.
  • Increased customer satisfaction by providing personalized banking solutions and exceptional service.
  • Provided support during audits by ensuring accurate record-keeping and adherence to procedures.
  • Participated in community events as a representative of the bank, fostering goodwill within the local area.
  • Resolved customer complaints in a timely manner, maintaining professionalism while addressing concerns empathetically.
  • Handled sensitive customer information with utmost confidentiality, adhering to strict privacy guidelines.
  • Supported the achievement of sales targets by actively promoting special promotions and incentives.
  • Ensured compliance with bank policies and regulations during all customer interactions.
  • Contributed to branch growth through cross-selling and upselling of bank products and services.
  • Enhanced branch reputation by consistently delivering excellent customer service experiences across diverse demographics.
  • Facilitated loan application processes for personal clients, guiding them through requirements documentation completion to approval stages smoothly.

PART-TIME CLERK

Credit Card Centre, Baiduri Bank
04.2001 - 11.2001
  • Managed daily clerical tasks, ensuring efficient workflow and adherence to procedures.
  • Organized and maintained filing systems, improving document retrieval time.
  • Assisted in data entry and record keeping, enhancing accuracy of information.
  • Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
  • Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
  • Processed mail accurately and efficiently, ensuring that all correspondence was distributed to the correct recipients in a timely manner.
  • Informed and supported business leaders through consistent communication and administrative support duties.

PART-TIME TELLER & PHONE-BANKING REPRESENTATIVE

Standard Chartered Bank
01.2000 - 04.2000
  • Processed customer transactions efficiently and accurately, ensuring adherence to banking protocols.
  • Assisted clients with account inquiries, providing clear guidance on services and policies.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.

Education

Rules And Regulation Module -

Brunei Institute of Leadership & Islamic Finance (BILIF)
Bandar Seri Begawan, Brunei Darussalam
01-2025

MODULE 12 - INVESTMENT MANAGEMENT AND CORPORATE FINANCE

Securities Industry Development Corporation
Kuala Lumpur, Malaysia
01-2022

MODULE 7 - FINANCIAL STATEMENT ANALYSIS AND ASSET VALUATION

Securities Industry Development Corporation
Kuala Lumpur, Malaysia
01-2018

MODULE 6 - STOCK MARKET AND SECURITIES LAW

Securities Industry Development Corporation
Kuala Lumpur, Malaysia
11-2017

DIPLOMA IN FINANCIAL PLANNING -

Singapore College of Insurance
Singapore
02-2009

CHARTERED FINANCIAL CONSULTANT -

Singapore College of Insurance
Singapore
02-2009

GCE 'O' LEVEL - Achieved 9 'O' Levels

St. George's School
Bandar Seri Begawan, Brunei Darussalam
01-2001

PRIMARY CERTIFICATE OF EDUCATION - Acquired 5As

St. George's School
Bandar Seri Begawan, Brunei Darussalam
01-1995

Skills

  • Customer engagement
  • Customer interaction
  • Portfolio management
  • Performance metrics
  • Continuous improvement
  • Professionalism

Languages

English
Full Professional
Malay
Full Professional
Chinese (Mandarin)
Professional Working

Timeline

SENIOR RELATIONSHIP MANAGER

Standard Chartered Securities (B) Sdn Bhd
08.2011 - Current

PERSONAL WEALTH PLANNER

BICB CAPITAL SDN BHD
05.2009 - 07.2011

SENIOR PERSONAL BANKING REPRESENTATIVE

The Hongkong and Shanghai Banking Corporation Limited
09.2002 - 05.2009

PART-TIME CLERK

Credit Card Centre, Baiduri Bank
04.2001 - 11.2001

PART-TIME TELLER & PHONE-BANKING REPRESENTATIVE

Standard Chartered Bank
01.2000 - 04.2000

Rules And Regulation Module -

Brunei Institute of Leadership & Islamic Finance (BILIF)

MODULE 12 - INVESTMENT MANAGEMENT AND CORPORATE FINANCE

Securities Industry Development Corporation

MODULE 7 - FINANCIAL STATEMENT ANALYSIS AND ASSET VALUATION

Securities Industry Development Corporation

MODULE 6 - STOCK MARKET AND SECURITIES LAW

Securities Industry Development Corporation

DIPLOMA IN FINANCIAL PLANNING -

Singapore College of Insurance

CHARTERED FINANCIAL CONSULTANT -

Singapore College of Insurance

GCE 'O' LEVEL - Achieved 9 'O' Levels

St. George's School

PRIMARY CERTIFICATE OF EDUCATION - Acquired 5As

St. George's School

Similar Profiles

CREATE PROFILE
Aderyn Loh Li Yan