Experience

iFAST Capital Sdn Bhd

• Malaysia
• Financial Services
• 100 - 200 Employee

• Partner

  • Dec 2021 - Present

  Wealth Management Wealth Management



Hong Leong Bank Berhad

• Malaysia
• Financial Services
• 700 & Above Employee

• Priority Banking Area Manager

  • Dec 2017 - Dec 2021



United Overseas Bank (Malaysia) Bhd

• Kuala Lumpur, Malaysia

• Team Lead

  • Oct 2016 - Dec 2017

  Wealth Banking Team Head Wealth Banking Team Head



Citi

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Jul 2013 - Oct 2016

  To build and enhance relationship with the existing priority customers by providing financial advices and solutions. Responsible in identifying business opportunities to develop the Citgold’s customer portfolio and achieve the growth and profitability. Assist customer to determine their investment objectives, develop their portfolio and making appropriate recommendations according to their investment portfolio. Keep customer informed on all financial and investment developments. Create and organize sales plan designed to acquire new customers. Effectively manage leads to identify prospect and convert target market customers. Achievements:- Awarded in Super Performance Club with Additional Incentives payout Champion for Citigold Relationship Manager Challenge July – September 2014 1st runner up for Citigold Relationship Manager Challenge Jan-March 2014 Ranked 4th in Top Relationship Manager for 2014. Winner for 1st Half 2015 Elite Club Award Show less



CIMB

• Malaysia
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Jul 2012 - Jul 2013



United Overseas Bank (Malaysia) Bhd

• Kuala Lumpur, Malaysia

• Client Advisor

  • Jan 2010 - Jun 2012