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

Standard Chartered Singapore

Executive Director

Management of a sales and distribution platform that serves affluent individuals based in North Asia, Greater Mekong and Non-Resident Indian (NRI) Segment. Key responsibilities include 1) Develop and implement key strategies to ensure growth of the franchise and drive market share in the offshore banking space; 2) Manage and drive key capabilities (including digital) to enable the Relationship Managers to provide best in class banking service and to effectively engage with our target customers in wealth management services; 3) Drive top line revenue of wealth, transaction banking, deposits and lending products; 4) Implement relevant controls and framework to ensure adherence to internal compliance and regulatory requirements.

Senior Vice President

Management of a sales and distribution platform that serves affluent individuals in the Asia Pacific Region. Responsible for managing teams of Relationship Managers and Specialist to provide best in class banking service and engagement for customers in this segment. Drive top line revenue of wealth, core banking and lending products. Design, implement and manage key initiatives to acquire and retain customers. Implement relevant controls and framework to ensure adherence to internal compliance and regulatory requirements.

Offshore Affluent Banking Head

Responsible for driving the utilization and active rate of the cards portfolio with the intent to drive overall retail spend and instalment payment plans. Lead a team of product managers to drive various key initiatives to support the above objective which includes the following:
- Acquiring key merchant relationships and managing existing base of merchants
- Design and implement campaigns (ATL and BTL) to drive incremental spend and capture share of wallet.
- Design, enhance and manage card privileges and engagement programs
- Manage the loyalty and rewards system for all card logos

Head of Cards, Usage and Partnerships

Overall management in sales and service of the retail branch distribution network. Responsible for driving customer acquisition in the affluent/emerging affluent space. Drive top line revenue and sales distribution of both core banking and wealth products across the branch network in Vietnam. Ensure that customer satisfaction, engagement and service delivery is consistently enhanced in an effort to grow the banking franchise.

Head Affluent Banking

HSBC Retail Banking and Wealth Management

Assistant Vice President, HSBC Premier
Relationship Manager, HSBC Premier
Bancassurance Manager, HSBC Premier

Premier Centre Manager

Prudential Assurance Company Singapore

Provide financial advisory services, specializing in wealth protection and preservation needs. Direct sales and distribution of financial products and solutions to individuals.

Financial Consultant

Experienced professional with a demonstrated history of working in the banking and wealth management industry. Skilled in Wealth product distribution, Customer segment management, Priority Banking, Investment Advisory and Product Management. Possess strong professional experience in managing large distribution channels 
in both developed and emerging economies.

taplio

The Battle

Melvin Ooi 黄百胜

Daniel Peh

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