Summary
Overview
Work History
Education
Skills
Timeline
Generic

Wendy Chew

Partner Care Programme Director
Singapore

Summary

Results-driven change strategist and business transformation leader with 16+ years of experience driving growth and operational excellence across banking and financial services. Skilled at leading enterprise-level change programmes, boosting sales performance, and building strong partnerships with SMEs, corporates, insurance, and property agencies.


Core Expertise

  • Business transformation, digital adoption, and large-scale change management
  • Unsecured working capital, asset-based financing, trade facilities, and bancassurance
  • Deep sector knowledge spanning manufacturing, engineering, construction, retail, and investment services
  • Data-driven decision making, process optimisation, and risk alignment
  • Stakeholder engagement across senior management, cross-functional teams, and agency partners


Proven Impact

  • Designed and implemented the PartnerCare Performance Dashboard (OCBC), giving end-to-end KPI visibility across agencies, products, and referral funnels.
  • Launched robust agency engagement programmes that doubled acquisition penetration in 6 months, continuing to exceed YoY targets; promoted 40% of team members (OCBC).
  • Scaled and transformed agency partner performance at UOB, delivering 180% sales growth and consistent target overachievement.
  • Winner of the Top Bancassurance Team Award three years in a row (2016–2018) for >300% of sales targets.
  • Promoted to one of only three Deputy District Managers at UOB for client acquisition excellence.
  • Selected by senior leadership to coach and mentor new and experienced banking teams, including: Business Banking Training, Partner (UOB) – collaborative selling leadership, and Lead Recruiter for Mortgage Specialists (OCBC)


Recognised as a leader who thrives in matrixed, multicultural environments, with the ability to influence at all levels, navigate ambiguity, and deliver sustained business results through high-performance teams.

Overview

14
14
years of professional experience

Work History

PARTNER CARE PROGRAMME DIRECTOR

OCBC Bank
04.2023 - Current
  • Steer growth of innovative 1st of its kind financial and personal wellness initiative for property agent partners (PartnerCare), driving programme after its initial launch to build scale, embed governance, and drive next phase.
  • Set foundation for next ambitious programme milestone: drive referral synergies and expand PartnerCare into larger insurance space, leveraging best practice from property, and strong relationship with insurance network.
  • Lead cross-functional committee comprising product/sales/legal/data specialists, providing direction for strategic growth of loans business and operationalising initiatives through building of robust ecosystem of ‘sticky’ agents.
  • Significant Achievements
  • Initiated, designed and built PartnerCare Performance Dashboard, taking tracking of campaign effectiveness to new levels, enabling end to end visibility of KPIs across agencies, products and referral funnels e.g. honing in on key successes such as 22% increase in agent referrals and 15% growth in active OCBC-registered agents since programme’s launch.
  • Introduced innovative CSR dimension as part of PartnerCare’s first anniversary, bringing together senior leadership of Singapore’s top property agencies (PropNex/ERA/Huttons/OrangeTee) with Minister to lead ‘cleaning of homes of elderly’ initiative; media coverage opportunity for programme (Business Times).

HEAD OF DIRECT SALES (EXECUTIVE DIRECTOR)

OCBC Bank
01.2023 - 03.2025
  • Spearheaded strategic acquisitions team of 12 experienced mortgage specialists, managing partnerships with mortgage brokers, insurance agents, family offices and bank’s subsidiaries, primarily Great Eastern Insurance, Bank of Singapore and OCBC Securities for home loan referrals.
  • Drove data analytics to steer leads conversion in close collaboration with data and marketing teams, fine tuning research criteria for better funnelling, and advising marketing on relevant leads generation campaigns together with revamp of website as part of strategy to more data-driven sales.
  • Leveraged partnership with tech team to lead management online hub for mortgage specialists, providing timely updates on new product launches, market trends and sales performance, ensuring seamless customer experience and drove referrals from contact centre; optimised communications between teams to maximise conversion.
  • Significant Achievements
  • Selected to take on Partnership Acquisition lead role after significant successes achieved in building long term customer and corporate partnerships in previous role as Mortgage Cluster Manager.
  • Secured one year’s acquisition results with Great Eastern Insurance within six months of joining, achieving FY2022 targets in half a year, effectively doubling penetration, and consistently maintaining this momentum.
  • Exceeded YoY sales volume targets every year since taking on role, with average sales each month topping S$100M in 2023 and 2024, nearly 50% increase from previous years. Achieved FY2024 sales target by 3Q and hitting 125% FY sales; led to promotions for 4 out of 10 team members for outstanding sales performance.
  • Turned around relationship with stakeholders by initiating robust programmes, introducing agency presentations to proactively engage partner agencies vs previous passive engagement through EDMs.

CLUSTER MANAGER, MORTGAGE (VP2)

OCBC Bank
06.2021 - 12.2022
  • Led 3 mortgage specialist teams of 10 members each, to achieve cluster home loan targets totalling >S$300M loan acceptances/month, managed service quality/operational effectiveness, and ensured policy compliance.
  • Built long-term customer and corporate relationships, cultivated strong partnerships with real estate agencies and developers, as well as close liaison with internal stakeholders including branch managers, business/commercial banking, credit approval and account opening teams.
  • Spearheaded direction, strategy and execution for monetisation of digital builds, in particular digital mortgage application system for customers & partners, to ensure strong adoption rates and a seamless customer experience.
  • Took on additional role of Recruitment Lead of Mortgage Specialists, organising university recruitment drives for fresh grads, sourcing LinkedIn for experienced hires, conducting interviews, shortlisting, placement and training.
  • Significant Achievements
  • Achieved 100% of annual trade targets in six months since joining; further exceeded targets for full year.
  • Recruited >45 Mortgage Specialists within one year, with >90 % securing >125% of targets in six months.

DEPUTY DISTRICT MANAGER, BUSINESS BANKING (FIRST VP)

UOB
07.2019 - 06.2021
  • Co-led team of >40 sales executives and relationship managers in partnership with District Manager, including managing three Assistant Vice President direct reports, to oversee S$60M monthly sales pipeline of integrated business banking solutions for the West District, largest of UOB’s 3 districts.
  • Managed strategic planning and quarterly team performance analysis to maximise scorecard and exceed targets, especially through agency partnerships, branch network referrals and increased adoption of digital applications.
  • Spearheaded training and coaching of sales and acquisition teams in sales methodology, revamping and streamlining of sales content, compliance and regulations, and agency partnerships to achieve global sales targets.
  • Drove internal management and work processes to enhance cross-functional collaboration, ensuring alignment.
  • Significant Achievements
  • Promoted to one of three Deputy District Manager roles for demonstrating consistent excellence in client acquisitions and team leadership. Demonstrated history of progression – garnered two promotions within four years and steered five trainees to achieve Top Achiever accolades and promotions to managerial roles.
  • Specially selected by key business banking training partner to lead training for wider team of UOB sales executives/internal stakeholders and new joiners in collaborative selling including cross and up-selling.
  • Surpassed targets consistently, growing yearly sales by >150%, through integrated team approach targeted at building sales through agency partnerships and tele-prospecting/collaboration with internal stakeholders.
  • Three-time winner of Top Bancassurance Team Award (for three consecutive years – 2016/2017/2018) for exceeding sales targets by > 300%.

ACQUISITION TEAM HEAD, BUSINESS BANKING (VP)

UOB
06.2015 - 05.2019
  • Co-led team of >40 sales executives and relationship managers in partnership with District Manager, including managing three Assistant Vice President direct reports, to oversee S$60M monthly sales pipeline of integrated business banking solutions for the West District, largest of UOB’s 3 districts.
  • Managed strategic planning and quarterly team performance analysis to maximise scorecard and exceed targets, especially through agency partnerships, branch network referrals and increased adoption of digital applications.
  • Spearheaded training and coaching of sales and acquisition teams in sales methodology, revamping and streamlining of sales content, compliance and regulations, and agency partnerships to achieve global sales targets.
  • Drove internal management and work processes to enhance cross-functional collaboration, ensuring alignment.
  • Significant Achievements
  • Promoted to one of three Deputy District Manager roles for demonstrating consistent excellence in client acquisitions and team leadership. Demonstrated history of progression – garnered two promotions within four years and steered five trainees to achieve Top Achiever accolades and promotions to managerial roles.
  • Specially selected by key business banking training partner to lead training for wider team of UOB sales executives/internal stakeholders and new joiners in collaborative selling including cross and up-selling.
  • Surpassed targets consistently, growing yearly sales by >150%, through integrated team approach targeted at building sales through agency partnerships and tele-prospecting/collaboration with internal stakeholders.
  • Three-time winner of Top Bancassurance Team Award (for three consecutive years – 2016/2017/2018) for exceeding sales targets by > 300%.

COMMERCIAL BUSINESS & RELATIONSHIP MANAGER (AVP)

ANZ
05.2013 - 06.2015
  • Drove sales of commercial banking products including cash, trade and treasury to 40 key corporate accounts from diverse industries including engineering, construction and wholesale traders.
  • Championed region-wide initiatives to grow cross-border loans, collaborative relationships and client service.
  • Significant Achievements
  • Exceeded sales targets by > 150% on average, through focused strategy on high value accounts and increased cross-functional synergies to ensure faster product and systems implementation.
  • Ramped up new trade implementations in partnership with product partners, achieving yearly sales of > 20M.

TEAM LEADER – UNSECURED WORKING CAPITAL LOAN(M6) BUSINESS DEVELOPMENT MANAGER (AM7)

OCBC Bank
07.2011 - 04.2013
  • Directed sales & marketing of asset-based financing, commercial loans, trade/bancassurance solutions to SMEs.
  • Led 10 sales executive trade hunters, acquiring new borrowing accounts through unsolicited calling and referrals.
  • Drove client acquisition and retention through analysis of trends and conceptualisation of new programmes.
  • Significant Achievements
  • Secured YoY trade loan growth from S$23M to S$30M and achieved 100% of annual trade targets in six months. Promoted to team leader of unsecured working capital loans for high performance.
  • Consistent top performing team, especially excelling in cross selling of personal accident plans, garnering 200% in increased sales for two consecutive years.

Education

Bachelor of Engineering (Honours) - Mechanical Engineering

National University of Singapore
01.2009

Skills

  • Change Management Strategy
  • P&L Management
  • Sales & Marketing
  • Business Development
  • Business Transformation
  • Operations Management
  • Strategic Planning
  • Project Management & Execution
  • Investment Strategies
  • Wealth Management
  • Strategic Partnerships
  • Problem Solving
  • Digitalisation
  • Strategic planning

Timeline

PARTNER CARE PROGRAMME DIRECTOR

OCBC Bank
04.2023 - Current

HEAD OF DIRECT SALES (EXECUTIVE DIRECTOR)

OCBC Bank
01.2023 - 03.2025

CLUSTER MANAGER, MORTGAGE (VP2)

OCBC Bank
06.2021 - 12.2022

DEPUTY DISTRICT MANAGER, BUSINESS BANKING (FIRST VP)

UOB
07.2019 - 06.2021

ACQUISITION TEAM HEAD, BUSINESS BANKING (VP)

UOB
06.2015 - 05.2019

COMMERCIAL BUSINESS & RELATIONSHIP MANAGER (AVP)

ANZ
05.2013 - 06.2015

TEAM LEADER – UNSECURED WORKING CAPITAL LOAN(M6) BUSINESS DEVELOPMENT MANAGER (AM7)

OCBC Bank
07.2011 - 04.2013

Bachelor of Engineering (Honours) - Mechanical Engineering

National University of Singapore

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