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

. Senior ARM with more than 10 years of work 
  experience in several top-notch financial institutions
. Excellent cross cultural communication skills
. Good exposure in performing appropriate due 
  diligence checks for setting up of new trading
  accounts in accordance to regulatory requirements 
  & Bank standards (apply to existing and NTB clients)
. Leading Mentor of the Team to groom & provide
  guidance to numbers of mentees since 2019 through 
  Mentorship Programme
. Meticulous, conscientious and able to work 
  under pressure

Awards:
* 2021 UOB "Customer Commitments Awards"- 
   Season Five 2021 Individual Monthly Award Winner
* 2021 UOB "Service Champion Award" - 
   3rd Quarter Award Winner
* ABS Excellent Service Award - Star Executive
   Award Winner  (2015, 2017 ~ 2021)
* 2018 UOB "Customer Commitments Awards"- 
   Individual Merit Award Winner
* 2017 UOB "Customer Commitments Awards"- 
   Individual Monthly Award Winner
* 2014 ABS Excellent Service Award - 
   Silver Award Winner
* 2014 UOB "Service Champion Award" - 
   1st Quarter Award Winner

Senior Relationship Officer

Support Client Advisor in delivering exceptional client service and experience to HNW clients
 
. Ensuring a superior client experience through providing 
  excellent administrative and organizational support for 
  clients with account queries, stock orders, payments
  & etc 
. Assist with account opening, onboarding, due diligence
  and monitoring activities
. Support with documentation for client meetings, 
  business trips, investment proposals
. Adhere to Internal policies & procedures

Client Advisor Assistant

Support Associate Directors in acquiring, retaining and deepening banking relationship with Priority Banking clients
 
.  Assisting in handling client's queries/complaints, relief
   ADs/ RMs when they are on leave/ out of office/ vacant 
   portfolios
.  Executing basic daily banking transactions for 
   PB customers
.  Liaise with internal and external parties to fulfill client's 
   requests and administrative follow-ups
.  Meeting scorecard in areas of sales referral, portfolio 
   management, and customer engagement activities

Relationship Service Manager

To groom and provide guidance to numbers of mentees since 2019 besides assisting Client Advisors in executing client's daily banking and investment transactions promptly.    I also work hand-in-hand with team leaders, stakeholders across the organization to work towards achieving goal as one-team which is to ensure we provide a better Total Banking experience for our HNW clients

My specialties:
~  Coaching  
~  Team development
~  Supporting Client Advisors in executing client’s daily 
    banking and investment transactions promptly
~  Conducting proper due diligence checks/review for clients
    who wish to expand their banking relationship with us

Awards:
* 2021 UOB "Customer Commitments Awards"- 
   Season Five 2021 Individual Monthly Award Winner
* 2021 UOB "Service Champion Award" - 
   3rd Quarter Award Winner
* ABS Excellent Service Award - Star Executive Award Winner
   (2015, 2017 ~ 2023)
* 2018 UOB "Customer Commitments Awards"- 
   Individual Merit Award Winner
* 2017 UOB "Customer Commitments Awards"- 
   Individual Monthly Award Winner
* 2014 ABS Excellent Service Award - Silver Award Winner
* 2014 UOB "Service Champion Award" - 
   1st Quarter Award Winner

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The Battle

Melvin Ooi 黄百胜

Nicole Lim

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