Chan Zi Ming Adrian Email & Phone Number

Johore, Malaysia

Focus on nurturing and activating portfolio of clients to fund up to Premier BalanceWorking closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our banking premier clientsProvide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordinglyProvide financial planning and advisory services aligning to clients’ needs and investment profileEmbarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growthEnsure coverage of all relationships through client’s engagement, risk profiling and financial planningUnderstand customers’ banking and financial needs and recommend suitable solutions to meet these needsFulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics Compliance, Risk & ControlEnsure that KYC/AML and other compliance norms are strictly adhere toAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

Johor Bahru, Johore, Malaysia

-Involved with Corporate Banking Cases and Sales.-Involved with daily banking department operations.-Attend to walk-in customers needs in terms of enquiries of personal banking and corporate banking.-Ensure provision of efficient and courteous service in accordance with the Bank’s established guidelines/policies.-Keep abreast of the provision and changes in the Statutory requirements, Head Office Policies and Bank Negara Malaysia’s Guidelines to ensure due compliance in all aspects of human resources and administration .-Adheres and ensures that the policies, procedures and guidelines listed in the Anti-Money Laundering and Counter Financing of Terrorism Operations Manual is complied as well as at all other operating policies/procedures and regulatory rules are complied at all times.-Perform any other functions as assigned by Management from time to time.

Jurong Island, Singapore

Six weeks Industry Training at CPTC, acquired skills on process operation and operated the Kerosene Distillation Unit. Trainings such as night shift, start-up, shutting down of the process plant, maintenance, and emergency response were provided and practised.

Degree In Chemical Engineering With Environmental Engineering, Chemical Engineering, Second Upper

Diploma In Chemical Engineering, Chemical Engineering, 3.6Cpga

Final Year Research Project: Effect of Culture Medium on Biocalcification -Led a three person final year Capstone Project to research.

Education record

Activities and Societies: -Secretary in Chinese Language Society -Red Cross Society