Hui Ze Tey

Personal Financial Consultant

Singapore, Singapore

About

An adept & motivated professional with a focus on sales & marketing. A strong foundation in negotiation expertise and analytical proficiency is evident in my background. Actively pursuing new career avenues that offer both inspiration and the opportunity to demonstrate my abilities.

Experience

  • Personal Financial Consultant at OCBC
    Nov 2024 - May 2026 · 1 yr 7 mos

    Personal Financial Consultant | Wealth Management & Advisory As a Personal Financial Consultant, I provide comprehensive financial advisory services at a branch location, helping clients achieve their financial goals with tailored solutions. Key Responsibilities: • Promote and cross-sell a full range of wealth management products, including insurance, loans, unit trusts, and structured deposits. • Understand customer needs and provide personalized financial solutions through a consultative approach. • Build and maintain long-term client relationships through proactive engagement. • Deliver exceptional after-sales service to ensure customer satisfaction and retention. Committed to empowering clients with financial security, I strive to provide expert guidance and trusted advisory services.

  • Sales Executive at Weikeng Technology Pte Ltd
    Apr 2023 - Oct 2024 · 1 yr 7 mos

    Weikeng Technology, a wholly-owned subsidiary of Weikeng Industrial Taiwan, is a distribution partner for electronics components which franchised numerous top brands like Infineon, Vishay & Microchip. Extensive background in effectively address inquiries from new customers to comprehend their needs. Demonstrated skill in facilitate clear communication within a sales team and with key overseas customer accounts regarding new project inquiries. Proven track record of meticulously tracking, monitoring, and maintaining accountability to ensure the attainment of sales revenue targets. • Negotiate with customers and push through excess inventory • Attend table negotiation with customer on price negotiation & organisation update • Being responsible for sales orientated & accountable for sales revenue to achieve • Mainly dealing with EMS & OEM accounts in ASEAN region. • Manage the opportunity pipeline & design in, accountable to work towards sales target given • Establish technical needs with Product Manager and suggest appropriate products. • Actively seek out and grow both new and existing customer bases. • Coordinate activities with CSR on managing customer’s inventory, backlog/ booking & etc. • Drive the promotion of new products and boost sales of existing product lines. • Conduct sales presentations, negotiate deals, and prepare proposals with suitable sales terms. • Ensure timely follow-up on order payments with customers.

  • FOLO TECH SDN BHD (3 yrs 3 mos)
    • Account Manager
      Dec 2021 - Apr 2023 · 1 yr 5 mos

      Folo Tech Sdn Bhd is an office automation service provider located in Ulu Tiram, Johor. We provide rental, lease and purchase of photocopiers for various brands such as Epson, Ricoh and HP. We are the Authorised Dealer & Service Provider for Epson Malaysia and Ricoh Malaysia. We also feature other office automation products like key phone system & smart interactive panels. My responsibility is building and maintain strong relationship with clients, driving revenue growth & ensuring customer satisfaction. I travel around frequently to meet with clients & generating new opportunities for my company. • Prepare and present solutions proposals based on customer applications & needs. • Identify and capitalize on upsell and cross-sales opportunities within existing client base. • Manage client accounts to ensure satisfaction, promptly addressing issues. • Deliver exceptional customer service, resolve inquiries promptly and effectively. • Analyse client account data to identify trends and areas for improvement.

    • Marketing Executive
      Jun 2020 - Dec 2021 · 1 yr 7 mos

      My duty as a marketing executive is develop and execute marketing campaigns that promote my company's products and services. It must be creative, analytical, and able to work effectively within cross-functional teams towards achieving marketing goals. • Develop marketing strategies that align with company's overall goals and objectives. • Create marketing materials such as advertisements, brochures, and website content. • Manage company's social media presence. • Conduct market research to identify trends, customer preferences, and competitors. • Analyse data related with marketing campaigns to measure their effectiveness and identify opportunities for improvement.

    • Digital Marketing Intern
      Feb 2020 - May 2020 · 4 mos

      As a telemarketing intern, my main responsibility involves proactively reaching out to potential customers via outbound calls to present and promote our company's products and services. I handle customer inquiries, address concerns, and aim to persuade them towards making a purchase or taking the desired action. It's crucial for me to accurately document customer interactions, adhere to communication scripts, and maintain a professional demeanor throughout. Meeting daily call targets and collaborating closely with my team are key aspects of my role, which also provides me with valuable opportunities to learn effective sales techniques and refine my communication skills in a dynamic business environment.