DBS Bank

2023 Best of Best(BOB) Team Manager Award

2023 Brilliant Star Award Best Team Manager and Best Team Award - Q1, Q2, 1st Half, Q3, 2nd Half and Full year award

2022 Full-year Bancassurance Team award

2022 Brilliant Star Award - 2nd Half, Top Desk Head  

Spearheaded an offshore Greater China Team

DBS Treasures Desk Head North Asia 星展银行丰盛理财北亚团队主管 

#1 Offshore Wealth Manager in Revenue 
#1 Offshore Wealth Manager in Bancassurance

Grow and strengthen the wealth of high net-worth individuals and their families in the specific market

Provide a differentiated suite of financial analysis and advise to meet the investment needs and objectives of this group of sophisticated clients

Treasures Relationship Manager (North Asia, China) 

• Oversee and manage SME Digital Channels  to ensure uplift in acquisition & revenue 

• Define and strategize digital channel roadmap across both onboarding and lending (API with fintech) 

• Building online(digital marketing/contents) & offline ecosystem/leads generation infrastructure to digitally acquire SME owners to offline events for acquisition of corporate accounts/loans

• Relationship lead for managing Indonesia's business association, collaborate together to host events for Indonesia's businesses alongside other Indonesia's largest fintechs

Innovation Lead

Award winning Branch Manager, led a bottom team to top position within 6 months and maintained top 3 position all the while 

Managing the branch business and actively drive revenue growth through focusing on sales within the branch whilst also acting as the single point of accountability for end to end customer to maintain branch profitability and customer satisfaction

Ensure needs-based selling in accordance with FA Act and service compliance with both internal audit/security and external regulatory requirements

Ensure effective use of resources at the branch; Create a high performance culture through motivation, training, development of all branch staff (including the operations staff in the branch)

Branch Manager

DBS Treasures Team lead 

Assistant Branch Manager

Senior Relationship Manager

Singapore Association in Indonesia

Executive Committee

Standard Chartered Bank

Personal Financial Consultant

Growing up, Melvin wanted to be an e-sport professional, supports Arsenal football club and now often playing tennis

Seeing how his mentor bought time with his family through investments, motivated him into the finance industry. 

Currently, Melvin leads a team of North Asia Relationship Managers and Acquisition Managers. 

Focusing on creating a sustainable and fun culture that people wish to be part of, he has build teams to #1 ranking within less than a year. 

He believes Happy Staffs = Happy Clients. 

In Indonesia, he was the project manager for the bank's SME key strategic digital initiatives, formed partnerships with large tech companies and Indonesia's biggest business associations to drive new business. 

White hair started appearing in recent years as he had to master 2 new languages without formal education - Mandarin and Bahasa Indonesia. 

Tony Robbins taught him to count his blessing as everyday is a gift and to see problems as a learning opportunity. 

Off work, Melvin tries to be a solid dad to his 8 year old son who trains him to exercise patience and simplify explanation on complex matters. 

Let's link up for partnerships if you are in EAM, Private banking or Family office space or simply looking forward to join my team whether now or in the future.

Melvin Ooi 黄百胜

- 2023 Full Year Top Achiever Gold Award for Top 5% Individual Outstanding Performance
- Brilliant Star Award 2023 Recognition Incentive Trip 22-28Jul24 Copenhagen, Denmark

I specialize in delivering exceptional client service to a portfolio of affluent C-suite clients in the International region. My role involves managing relationships with accredited investors, each holding investable assets ranging from S$350,000 to S$35,000,000. Currently, I oversee a significant portfolio valued at SGD425 million, ensuring tailored financial solutions and a premium client experience.

AVP, Relationship Manager (Offshore - International)

- Q1 2024 Brilliant Star Award for Top 20% Outstanding Performance
- Q4 2023 Brilliant Star Award for Top 10% Outstanding Performance
- Q3 2023 Brilliant Star Award for Top 10% Outstanding Performance
- Q2 2023 Brilliant Star Award for Top 10% Outstanding Performance
- Q1 2023 Brilliant Star Award for Top 10% Outstanding Performance
- Q1 2023 Top Performing Foreign Exchange Achiever
- Q1 2023 Top Performing Foreign Exchange Derivatives Achiever
- Q4 2022 Brilliant Star Award for Top 10% Outstanding Performance
- Q1 2022 Best Performing Relationship Manager for Foreign Exchange Structured Deposit 

Provides an industry-leading client service experience through the development and management of a defined portfolio of affluent c-suite clients (defined as clients with total investable assets between S$350,000 to S$5,000,000) in the International region. Handles a portfolio of S$433M.

Senior Associate, Relationship Manager (Offshore - International)

Maybank

Expand a portfolio of accounts with varying/complex financial needs in the Malaysia and Philippines region with the objective of revenue growth and good credit quality in line with Maybank’s credit standards, policies and processes.

Offshore Premier Wealth Manager

HSBC

Relationship management activities with new and existing clients to generate new revenue through the acquisition of new clients, and the expansion and retention of existing client relationships.

AVP, Premier Relationship Manager (Mid Tier)

-	Q1 2017 Top and Highest Revenue in team Rank 8th overall
-	Q4 2017 Top and Highest Revenue in team Rank 5th overall
-	Q4 2017 Rising Star Certificate of Achievement for recognition of outstanding performance

Provides an industry-leading client service experience through the development and management of a defined portfolio of affluent clients (defined as clients with total investable assets between S$200,000 to S$1,000,000) in South Asia and Rest of the World region. Handles a portfolio of S$100M.

Premier Relationship Manager (Offshore - South Asia & Rest of the World)

-	Customer Experience Appreciation Award for highest number of compliments
-	Q4 2015 Role Model in all areas – Top in Branch, Rank 3rd overall
-	Q1 2016 Role Model in all areas – Top in Branch, Rank 5th overall
-	Led the safebox remediation from Jan16 to May16.

Develops and executes strategies to acquire, expand and retain client relationships to generate revenue and gain market share. Calls on and meets with prospects and clients at the client location to sell full spectrum of HSBC products and services. Manages risk and maximizes profitability for entire portfolio of clients. Leverages client insight and sales tools to proactively identify and successfully convert sales opportunities.

Senior Personal Wealth Manager

CIMB

Identifying and networking with prospecting clients; generating business from existing accounts and achieving profitability and increased sales growth.

Personal Banker, Wealth Advisory (Mobile Sales)

Prudential Assurance Company Singapore

- Build strong and meaningful relationships with prospects and clients.
- Focus on growing a network of customers.
- Provide sound financial advice and planning for clients.

Financial Consultant

Singapore Airlines

- To ensure the well being and safety of passengers on board the aircraft
- Providing and maintaining a high level of professional service standards
- Strong suit in the handling unruly and difficult passengers

Flight Stewardess

Experienced Wealth Manager with a demonstrated history of working in the financial services industry. Strong sales professional skilled in Negotiation, Analytical Skills, Banking, Customer Relationship Management (CRM), and Sales Management.

taplio

The Battle

Melvin Ooi 黄百胜

Audrey Lim

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