Cheryl Chan, Vice President, Trade Sales Advisory

Cheryl Chan

Vice President, Trade Sales Advisory

United Overseas Bank

Location
Malaysia - Petaling Jaya
Education
Master's degree, Master of Business Administration (Finance)
Experience
11 years, 11 Months

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Work Experience

Total years of experience :11 years, 11 Months

Vice President, Trade Sales Advisory at United Overseas Bank
  • Malaysia - Kuala Lumpur
  • My current job since August 2023

✓ Identify opportunities within existing customer base and prospect names for appropriate solutions and suite of products covering Trade Finance. ✓ Provide advisory services to internal and external customers on international trade governing rules i.e. UCP 600, URC 522, URR 525, ISP 98, ISBP 2013, and etc. ✓ Work with a team of account relationship managers to understand their portfolio and customers' needs and joint marketing calls to explore business opportunities. ✓ Act as point of contact for trade products to support account relationship managers for a designated portfolio. ✓ Give training on trade products and process flows to account relationship manager via designated academy events or branch visitations. ✓ Liaise directly with account relationship managers and a central portfolio management team on various marketing activities and initiatives. ✓ Engage new-to-bank customers with an aim of harnessing their trade flows into the Bank upon implementation of new limits. ✓ Primarily responsible for ensuring a high level of utilisation for these customers for an initial period and overseeing continued growth from existing customer base. ✓ Contribute to the delivery of financial results both in respect of revenues and customer assets and liabilities to provide high level funding to support the various industries asset growth strategy. ✓ Plan new product launches or propose product enhancements to ensure that products and services meet customer and market requirements. ✓ Provide consultation to tap on the prospective export and import business opportunities and arranging leads and solutions related to cash management products.

Trade Sales Manager at AmBank (M) Berhad
  • Malaysia - Kuala Lumpur
  • January 2021 to August 2023
Financial Services Experienced Analyst at Vale S.A.
  • Malaysia - Kuala Lumpur
  • June 2017 to July 2019
Account Manager at Maybank
  • Malaysia - Kuala Lumpur
  • October 2015 to June 2017
Trade Assistant Manager at AmBank (M) Berhad
  • Malaysia - Kuala Lumpur
  • June 2013 to October 2015
Trade Finance Relationship Executive at Maybank
  • Malaysia - Kuala Lumpur
  • January 2011 to June 2013

Education

Master's degree, Master of Business Administration (Finance)
  • at Graduate School of Management, UPM
  • February 2011

MBA project paper entitled “Insights into Credit Card Practices of Postgraduate in Universiti Putra Malaysia”

Specialties & Skills

Compliance
Letter of Credit
International Trade
Trade Finance

Languages

English
Native Speaker

Training and Certifications

Certified 360 Digital Marketer (Certificate)
Date Attended:
December 2020

Hobbies

  • Creative Writing
    Writing travel guide articles for Trip101 (a one-stop guide for travel enthusiasts around the world).