Puteri Ezra
Wealth Advisor at AIA Malaysia- Claim this Profile
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English Full professional proficiency
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Malay Full professional proficiency
Topline Score
Bio
Lukman Alhakim
Puteri Ezra is a financial expert par excellence. Her transition into the Financial, Health & Wealth industry with AIA has been a masterstroke. With a passion for guiding clients toward their financial dreams & a remarkable ability to demystify complex financial concepts, she's a true asset. I highly recommend Puteri Ezra for her dedication and expertise in the world of financial planning & income protection.
Lukman Alhakim
Puteri Ezra is a financial expert par excellence. Her transition into the Financial, Health & Wealth industry with AIA has been a masterstroke. With a passion for guiding clients toward their financial dreams & a remarkable ability to demystify complex financial concepts, she's a true asset. I highly recommend Puteri Ezra for her dedication and expertise in the world of financial planning & income protection.
Lukman Alhakim
Puteri Ezra is a financial expert par excellence. Her transition into the Financial, Health & Wealth industry with AIA has been a masterstroke. With a passion for guiding clients toward their financial dreams & a remarkable ability to demystify complex financial concepts, she's a true asset. I highly recommend Puteri Ezra for her dedication and expertise in the world of financial planning & income protection.
Lukman Alhakim
Puteri Ezra is a financial expert par excellence. Her transition into the Financial, Health & Wealth industry with AIA has been a masterstroke. With a passion for guiding clients toward their financial dreams & a remarkable ability to demystify complex financial concepts, she's a true asset. I highly recommend Puteri Ezra for her dedication and expertise in the world of financial planning & income protection.
Credentials
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Called to the Bar and was admitted as an Advocate & Solicitor at the High Court of Malaya, Kuala Lumpur
Malaysian BarOct, 2010- Nov, 2024 -
LIAM
Life Insurance Association of Malaysia -
TBE
Malaysian Takaful Association
Experience
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AIA Malaysia
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Malaysia
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Insurance
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700 & Above Employee
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Wealth Advisor
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2019 - Present
Started under AIA ELITE Academy Program as and Elite AIA Life Planner for 18 months and now as a fulltime AIA Life Planner. Achieved Rising Star Award and a trip to Chiang Mai from AIA. Was Top Performer in Takaful Shamelin by a Rookie in 2020. Main aim and goal is to assist and help the public and educating on the importance of financial and wealth planning. Been dealing and handling sales & servicing with individuals and also corporate clients. Holds Takaful, Conventional and General Insurance License all under AIA Public Takaful & AIA Bhd. Show less
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Osiris Consultancy
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Malaysia
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Security and Investigations
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1 - 100 Employee
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Corporate Intelligence Officer/Project Coordinator
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2016 - 2019
The company specializes in Brand Protection & Business Intelligence in Malaysia, Singapore, Indonesia, Pakistan and other countries. Work description includes handling conference workshop, intellectual property protection & enforcement, business intelligence, market survey & executive protection. Excellent rapport with enforcement Ministry PKDNKK/MTDCC and Customs around Malaysia. Assist raids on brand protection. Worked with clients such as Casio, Michael Kors, LV, Apple, Samsung, Gucci etc for brand protection. Show less
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Randall Gateskill Risk Consultancy Sdn Bhd
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Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
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Assistant Manager of Operations
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Jun 2011 - May 2016
Started as Project Executive and was promoted to the position of Assistant Manager of Operations. The company specializes in Brand Protection & Business Intelligence. Work description includes Intellectual property Protection & Enforcement, Business Intelligence, Surveillance, Market Survey etc. Have excellent rapport with enforcement Ministry KPDNKK/MTDCC around Malaysia. Assist raids with enforcers around Malaysia and handling product verifications. Arranging product trainings with governments body such as KPDNKK?MTDCC and Custom of Malaysia & Brunei. Handling clients such as Adidas, Pandora, Samsung, Chelsea Football Club and other brands in regards to brand protection and enforcements. Show less
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Maysaa Sdn Bhd
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Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
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Marketing And Public Relations Manager
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2010 - 2011
Was the PR and Marketing Manager of Maysaa Malaysia and the Manager for Hana Tajima. Maysaa was a clothing line best known for beautiful cuts and innovation design by the designer Hana Tajima from the UK whom she is now endorsed with Uniqlo. Bringing Maysaa to Malaysia had been the idea because the amount of supports that has been shown here had gone beyond anything that was expected. Was the PR and Marketing Manager of Maysaa Malaysia and the Manager for Hana Tajima. Maysaa was a clothing line best known for beautiful cuts and innovation design by the designer Hana Tajima from the UK whom she is now endorsed with Uniqlo. Bringing Maysaa to Malaysia had been the idea because the amount of supports that has been shown here had gone beyond anything that was expected.
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Manjit Singh Sachdev, Mohammad Radzi & Partners (Subang)
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Subang Jaya, Selangor, Malaysia
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Chambering/Pupilage
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2009 - 2010
As a chambering pupil for 9 months. Was exposed to Civil Litigation proceedings. On the 8th October 2010, was called to the Bar and been admitted as an Advocate & Solicitor at the High Court of Malaya before the Persuruhjaya Kehakiman, Puan Hadhariah binti Syed Ismail. As a chambering pupil for 9 months. Was exposed to Civil Litigation proceedings. On the 8th October 2010, was called to the Bar and been admitted as an Advocate & Solicitor at the High Court of Malaya before the Persuruhjaya Kehakiman, Puan Hadhariah binti Syed Ismail.
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ADPR Tech (M) Sdn Bhd
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Kuantan, Pahang, Malaysia
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Legal Advisor/Project Manager
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2008 - 2010
Was exposed to the business world in an early age mainly in Defense Industry in Malaysia and other foreign countries such as in the UK, Denmark, Romania, Korea, Paris etc. Attended several Defense shows/exhibitions such as Eurosatory (Defense & Security International Exhibition) in Paris and DSA (Defense Service Asia) in Kuala Lumpur. Was exposed to the business world in an early age mainly in Defense Industry in Malaysia and other foreign countries such as in the UK, Denmark, Romania, Korea, Paris etc. Attended several Defense shows/exhibitions such as Eurosatory (Defense & Security International Exhibition) in Paris and DSA (Defense Service Asia) in Kuala Lumpur.
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Messrs Hayati Rasyid & Partners
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Shah Alam, Selangor, Malaysia
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Legal Intern
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Apr 2007 - Aug 2007
Approximately 4 months of attachment with the law firm and been exposed to litigation proceedings, conveyancing and bankruptcy proceedings. Approximately 4 months of attachment with the law firm and been exposed to litigation proceedings, conveyancing and bankruptcy proceedings.
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Education
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Universiti Teknologi MARA
Bachelor of Laws - LLB (Hons), Law -
Universiti Teknologi MARA
Bachelor's degree of Law Study with Honors, Law -
Universiti Teknologi MARA
Law Matriculation, Law