Kelvin Phua
About Kelvin Phua
Kelvin Phua is a Premier Relationship Manager at HSBC in Singapore, where he has worked since 2018. He previously held positions at United Overseas Bank Limited and Standard Chartered Bank, accumulating experience in relationship management in the banking sector.
Work at HSBC
Kelvin Phua has been employed at HSBC as a Premier Relationship Manager since 2018. In this role, he is responsible for managing relationships with high-net-worth clients, providing tailored financial solutions, and ensuring customer satisfaction. His tenure at HSBC has spanned six years, during which he has developed expertise in wealth management and client servicing.
Previous Experience in Banking
Before joining HSBC, Kelvin Phua worked at Standard Chartered Bank as a Priority Relationship Manager from 2016 to 2018. His responsibilities included managing priority banking clients and delivering personalized financial advice. Prior to that, he was a Relationship Manager at United Overseas Bank Limited (UOB) for one year in 2015 to 2016, where he focused on building and maintaining client relationships.
Education and Expertise
Kelvin Phua holds a Bachelor of Science degree in Banking and Finance. His educational background provides him with a solid foundation in financial principles and practices, which he applies in his current role as a Premier Relationship Manager at HSBC.
Career Progression in Banking
Kelvin Phua's career in banking has shown a clear progression in roles and responsibilities. Starting as a Relationship Manager at UOB, he advanced to become a Priority Relationship Manager at Standard Chartered Bank, and subsequently took on the role of Premier Relationship Manager at HSBC. This trajectory highlights his commitment to client relationship management and expertise in the financial services sector.