Leanne Wong

Wealth Management Specialist at FutureProof Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Petaling, Federal Territory of Kuala Lumpur, Malaysia, MY

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Carmen Phang

Leanne is my teammate at Futureproof Advisory in the financial services industry. She is resourceful, hardworking, systematic and with self discipline. With these positive traits, she has achieved MDRT 2022, an international recognition for the insurance industry. Leanne is always proactive when it comes to after sales service. She is doing what she does best, financial planning !

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Credentials

  • Authorised Unit Trust Consultant (UTC)
    Federation of Investment Managers Malaysia (FIMM)
    Nov, 2016
    - Oct, 2024
  • Certificate Examination in Investment-Linked Life Insurance
    The Malaysian Insurance Institute
    May, 2016
    - Oct, 2024
  • Wealth Planner
    Prudential BSN Takaful Berhad
    May, 2016
    - Oct, 2024
  • Wealth Planner
    Prudential Assurance Malaysia Berhad
    May, 2016
    - Oct, 2024

Experience

    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Specialist
      • Jan 2019 - Present
    • Malaysia
    • Insurance
    • 700 & Above Employee
    • Retail Financial Services Consultant
      • May 2016 - Present

      • Determine clients' particular needs and financial situations. Determine the extent of present coverage and investments; ascertaining long-term goals. • Analyze clients' current insurance policies and suggest additions or changes. • Work with clients to deliver risk management strategies that fit their risk profiles; help clients select policies that suit their needs, then maintains each client's insurance records. • Provide continuing service by assisting in insurance claims to ensure mutual satisfaction, processing changes in beneficiary, reassessing client needs and more. Show less

    • Manager Marketing
      • Jul 2015 - May 2016

      • Develop and implement creative marketing strategies that will make an impact, support the brand and drive sales and online traffic. This includes channeling the brand to the right marketing segment through social media, advertising, promotion, events, and collaboration with various media communications. • Analyze market trends and recommend changes to marketing and business development strategies based on analysis and feedback. • Manage and control the marketing budget, tracking all spend and reconciling against print/ production costs incurred job by job. • Oversee creation and delivery of press releases, advertisements, and other marketing materials. • Build and maintain relationships with all media to ensure the most effective messaging and positioning of the organization. • Lead all areas of content generation and production across all media platforms. • Collaborate with sales,operations and sourcing to develop strategic promotion activities and implement the execution framework and strategic plan on identified opportunities. Show less

    • Malaysia
    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Marketing and Communications Executive
      • Jan 2012 - Jun 2015

      • Develop marketing strategies to drive magazines' readership, sell through and subscription base. • Source and tie-up with clients for giveaway products as value added promotions for the readers. • Work closely with the advertising sales team for integrated client campaigns to increase visibility and boost sales of magazine –road shows, point of sales, launches, giveaways, etc. • Formulate, seek sponsorships and execute events and road shows. • Manage marketing budgets for the magazines. Show less

    • Senior Marketing Executive
      • Jan 2011 - Dec 2011

      • Develop and implement creative marketing strategies that will make an impact, support the brand and drive sales and online traffic. • Organize events, to ensure that brand presence is maximized and strategic objectives are met. • Liaise with malls’ management on activities/events and operations-related matters as well as secure billboards, poster stands and other advertising tools at malls to achieve maximum awareness. • Build and maintain contacts with the media as well as liaising with them on merchandise loan. • Write company's communication materials: press releases, company profile, proposals, and letters. • Manage the production of marketing materials. This can involve writing and proofreading copy, and liaising with designers and printers. • Build and maintain customer relationships via online media; blog, Facebook, and Twitter. • Maintain, build and update mailing databases. • Track support given by the respective magazines. • Carry out market research and customer surveys to assess demand, brand positioning and awareness. Show less

    • United States
    • Retail Apparel and Fashion
    • 1 - 100 Employee
    • Advertising and Promotions Executive
      • Jan 2009 - May 2010

      • Manage fashion shows at malls, marketing collaboration with others and sponsorships. • Liaise with media agencies on merchandise loan and advertising as well as malls’ management on activities/events and operations-related matters. • Brainstorm and generate promotional ideas and activities to be executed with the respective brands’ managers or executives. • Prepare visuals and write-ups on brands for malls’ in-house newsletters, magazines, tie-up programmes and etc. • Assist in preparing marketing collaterals for in-store promotions. • Track support given by the respective magazines. • Data entry. Show less

Education

  • Taylor's College
    Bachelor's Degree, Communication and Media Management
    2004 - 2008
  • SMK Assunta
    1997 - 2001

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