Wan Shee Liau

Dedicated account manager and financial analyst helping clients achieve growth and long-term success by building strong, trust-based relationships and delivering tailored financial solutions. Assess client needs, analyze trends, and use data-driven insights to proactively offer products and solutions, leading to stronger engagement, retention, and business growth. Identify opportunities for cross-selling, upselling, and process improvements that increase efficiency and long-term value for the client and the company. Actively listen to identify risks, align with goals and objectives, and provide strategic guidance; communicate customer needs to product, investment, and insurance teams to drive satisfaction and service improvements.