m
motivationalsp

Lim Li Wen

@motivationalsp
4,9(20)

Level 1

Malásia
Inglês, Chinês, Malaio
Algumas informações são exibidas no idioma inglês.
Sobre mim
I have more than 6 years of account management, project management, data analysis and planning skills for start-ups and technology business. I am also very good in communicating with clients with their needs and will do best as needed. ... Saiba mais

Habilidades

m
motivationalsp
Lim Li Wen
US$ 18/hora
offline • 
Tempo médio de resposta: 4 horas

Conheça meus serviços

Testes com Usuário
I will test your system, website or app
4,8(8)
Eficiência e Automação do Negócio
I will be your personal assistant
5,0(8)

Quer trabalhar com remuneração por hora?

Diga a Lim Li Wen o que você precisa.

US$ 18

/

hora

Experiência profissional

Banks

5 yrs 10 mos

Relationship Manager - OCBC Bank

Jun 2022 - Apr 20252 yrs 10 mos

* Managed SME and retail client portfolios, driving deposit growth (CASA & Fixed Deposits) and strengthening client liquidity positions * Advised on foreign exchange (FX) transactions, including conversion timing, exposure management, and cross-border payments * Conducted transaction reviews and monitoring, ensuring compliance with AML/CFT requirements and internal banking policies * Supported clients in cash flow planning and treasury management, including fund placements, withdrawals, and operational banking needs * Rebuilt and expanded client base through proactive relationship management and consistent service delivery * Worked closely with compliance and operations teams on due diligence, onboarding, and risk control processes ⭐ Top Relationship Manager (2023) * Recognised for outstanding performance in deposit mobilisation, client acquisition, and portfolio growth

Relationship Manager - OCBC Bank

Nov 2016 - Nov 20193 yrs

* Managed a portfolio of SME and retail clients, focusing on deposit growth (Current Accounts, Savings Accounts, Fixed Deposits) * Advised clients on foreign exchange (FX) transactions, currency exposure, and conversion strategies * Performed transaction reviews and monitoring, ensuring compliance with internal controls and regulatory requirements * Handled high-volume cash management operations, including placements, withdrawals, and liquidity planning * Built strong client relationships, driving deposit inflows and CASA growth * Provided tailored banking solutions to support clients’ daily operational cash flow needs * Worked closely with compliance teams on AML/CFT checks and transaction due diligence * Delivered fast turnaround on client requests, improving service experience and retention

20 Avaliações
4,9

(19)
(1)
(0)
(0)
(0)
Classificação detalhada
  • Nível de comunicação do freelancer
    4,9
  • Qualidade da entrega
    4,9
  • Valor da entrega
    4,9
1-5 fora das 20 avaliações
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