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Swee Guan Goh

Swee guan goh

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  • Timeline

  • About me

    Offshore Premier Relationship Manager at Maybank

  • Education

    • Monash university

      2012 - 2013
      Master’s degree business economics

      The Master of Business Economics provides a strong foundation in economic principles and meets the needs of decision-makers and advisors in business and related areas. Helps to develop a critical ability in applying economics to practical scenarios. Diverse courses span both traditional and emerging economic fields. The program produces professionals with the multidisciplinary background required in economics and business; lateral thinkers who are analytically strong and adaptable.The… Show more The Master of Business Economics provides a strong foundation in economic principles and meets the needs of decision-makers and advisors in business and related areas. Helps to develop a critical ability in applying economics to practical scenarios. Diverse courses span both traditional and emerging economic fields. The program produces professionals with the multidisciplinary background required in economics and business; lateral thinkers who are analytically strong and adaptable.The program covers topics such as advanced managerial economics; regulation and competition policy; benefit and cost analysis; international industry economics; and financial markets economics. Students are given the opportunity to demonstrate their understanding and skills in the Advanced program through the research option of an economic project and thesis. Show less

    • Monash university

      2011 - 2012
      Bachelor’s degree banking finance and economics

      Banking Finance and Economics is the system that manages the circulation of money, the granting of credit, the making of investments, the acquisition of financing and the provision of banking facilities. This system is central to the efficient running of an economy. This program create strong foundation to critically evaluate and analyse financial data and instruments, explain technical and theoretical banking and finance concepts and to formulate and present banking and finance proposals.

  • Experience

    • Monash university

      Jan 2011 - Dec 2013
      Deputy college head

      The primary purpose of the Deputy College Head is to assist the College Head/Site Manager in providing care, support and enrichment for resident in academic, personal, social and recreational matters within the hall/residence. The Deputy College Head will be under the supervision of and is accountable to the College Head/Site Manager.The role also includes working closely the Resident Advisor Volunteers to actively promote and participate in community life. Promote and support cultural lifestyle diversity by assisting in the organisation of social, recreational and educational activities. Assist in the assimilation of various cultures, age groups, etc. within the residences. Help residents develop a respect for other residents and the property of their residence and MRS. Finally, to encourage residents to participate in all residential activities. Show less

    • Rhb bank

      Aug 2014 - Aug 2017
      Premier relationship manager

      The role is a client facing role managing RHB highest valued customers where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.The role has a responsibility to acquire, advise, and retain a portfolio of Premier clients. This will be achieved by active management of a portfolio of Premier clients, acquiring new clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners. Some of the main banking solution includes the following:- Unit Trust- Private Equity- Insurance- Universal Life- Forex- Dual Currency Investment- Bond Show less

    • Hsbc retail banking and wealth management

      Sept 2017 - Mar 2018
      Premier relationship manager

    • Maybank

      Apr 2018 - now
      Offshore premier relationship manager

  • Licenses & Certifications

    • M5 - rules and regulations for financial advisory services

      Singapore college of insurance ltd

    • M8a - collective investment schemes ii

      Singapore college of insurance ltd
      Jul 2014

    • M9 - life insurance and investments-linked policies

      Singapore college of insurance ltd
      Sept 2013

    • M1b - rules and regulations for dealing in securitirs

      The institute of banking & finance singapore
      Jul 2014

    • M6a - securities and futures product knowledge

      The institute of banking & finance singapore
      Aug 2014

  • Honors & Awards

    • Awarded to Swee Guan Goh
      Premier Banking Segment Silver Award RHB Bank Mar 2017
    • Awarded to Swee Guan Goh
      Top Sales Champion for Unit Trust RHB Bank Mar 2017
    • Awarded to Swee Guan Goh
      Premier Banking Segment Bronze Award RHB Bank Nov 2015
    • Awarded to Swee Guan Goh
      Top Sales Champion for Unit Trust RHB Bank Nov 2015