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

OCBC

Premier Private Client Acquisition Team
• Acquiring new premier private clients by prospecting, cross-selling, and collaborating with internal teams and external partners.
• Leading KYC/AML procedures, ensuring compliance and identifying cross-sell opportunities for business growth.

Assistant Vice President

Julius Baer

Greater China Market
• Managed client relationships for Private Banking clients and Family Offices.
• Collaborated with a Managing Director to develop and execute strategies to retain and grow client portfolios.

Associate Director

James Cook University Singapore

Business School
• Taught ‘Career Development for Business Professionals’.
• Taught ‘Sales, Services, Business Development and the Digital Frontier’.

Sessional Lecturer

UBP - Union Bancaire Privée

EAM Singapore Desk
• Managed strategic relationships with External Asset Managers.
• Focused on expanding the EAM client base and optimizing service offerings.

Associate

UOB Private Bank

North Asia Market
• Managed client relationships for Private Banking clients.
• Collaborated with Senior Client Advisors to drive client growth.

HSBC Private Banking

Domestic Team
• Managed client relationships for Private Banking clients and Family Offices.
• Collaborated with a Managing Director to develop and execute strategies to retain and grow client portfolios.

BNP Paribas Wealth Management

Indian Markets
• Managed client relationships for Private Banking clients.
• Collaborated with a Vice President to drive client growth.

Coutts & Co Ltd

International Client Desk
• Managed client relationships for Private Banking clients and Staff Accounts.
• Collaborated with a Vice President to drive client growth.

Senior Officer

Deutsche Bank Wealth Management

Execution Desk
• Assisted dealers and managed execution for Private Banking clients.
• Reconciled trade positions to ensure accuracy, compliance, and alignment with client and regulatory requirements.

Analyst

8 Companies

1) Citibank - Mortgage
2) DBS Private Bank - Credit Control
3) AIA - Accounting
4) Great Eastern - Claims
5) ING Asia Private Bank - NRI Team
6) Ogilvy - Public Relations
7) Allianz Insurance - Market Research
8) BNP Paribas Wealth Management - Securities Transfer

Intern

With 14 years of experience in private banking and relationship management, I’ve excelled in managing portfolios for ultra/high-net-worth individuals and family offices, building trust and driving sustained growth.

As Assistant Vice President, Senior Relationship Development Manager at OCBC Premier Private Client, I specialize in business development, client acquisition, and optimizing relationships while ensuring compliance with regulatory standards.

Currently pursuing a Doctor of Business Administration at the Singapore University of Social Sciences, I’m committed to continuous learning and staying at the forefront of industry developments. I’m guided by the belief that “The Only Constant is Change,” which drives my adaptability and proactive approach in the evolving financial landscape.

I’m always open to connecting with forward-thinking professionals and organizations to explore new opportunities and create meaningful impact in the financial sector.

taplio

The Battle

Melvin Ooi 黄百胜

Jared Z.

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?