Terrance Tea

Business Development Manager at iFAST Capital Sdn Bhd
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Selangor, Malaysia, MY
Languages
  • English -
  • Chinese (Simplified) -
  • Cantonese -
  • Malay -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Investor Protection Professional Certification (IPPC)
    Asian Institute of Chartered Bankers (35880-P)
    Jun, 2019
    - Nov, 2024
  • Certificate Examination in Investment- LInked Life Insurance
    The Malaysian Insurance Institute
    May, 2017
    - Nov, 2024
  • Pre-Contract Examination for Insurance Agents Certificate
    The Malaysian Insurance Institute
    May, 2017
    - Nov, 2024
  • Certification of Completion for the nine-level Certified Intensive Programme in English
    ELS Language Centres, Malaysia
    Aug, 2013
    - Nov, 2024
  • Level 2 Certificate in Book-keeping and Accounts (Pass with Distinction)
    London Chamber of Commerce and Industry
    Dec, 2011
    - Nov, 2024
  • Federation of Investment Manager (FIMM)
    Federation of Investment Managers Malaysia
    Jan, 2018
    - Nov, 2024

Experience

  • iFAST Capital Sdn Bhd
    • Malaysia
    • Financial Services
    • 100 - 200 Employee
    • Business Development Manager
      • May 2022 - Present

      B2B Business Stakeholders Management B2B Business Stakeholders Management

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Citigold Relationship Manager
      • Jan 2021 - May 2022

  • UOB
    • Singapore
    • Banking
    • 700 & Above Employee
    • Relationship Manager
      • May 2019 - Feb 2020

      Wealth Banking Relationship Manager

    • Senior Officer
      • Apr 2017 - May 2019

      - Joined Personal Banker Associate (PBA) Programme- Got promoted to Senior Officer after 6 months- Actively engaged with customers to diversify customers' financial risks with bank products and offers- Manage customers' wealth through consistently analyzing customers' portfolio and provide solutions for customers' financial needs at different life stages- Diligently seek out Bancassurance and Unit Trusts latest updates and develop capability and new skills for ethical and competitive presentation Show less

Education

  • The University of Queensland
    Bachelor of Commerce (BCom), Accounting and Finance
    2016 - 2016
  • HELP University
    Bachelor of Business (Hons), Finance
    2014 - 2015

Community

You need to have a working account to view this content. Click here to join now