- Licensed Financial Planner by Securities Commission Malaysia (CMSRL)- Licensed Financial Advisor by Bank Negara Malaysia (FAR)

- Enabled seamless joint sales efforts, enhancing client engagement and satisfaction. Guided Relationship Manager in Federal Territory with investment directions.- Drove the application of wealth management products by contributing impactful investment and trade ideas. Conducted comprehensive portfolio reviews and customizations tailored to clients' risk profiles and needs.-Provided expert analysis on investment products, including stocks, bonds, unit trusts, and structured products.- Delivered compelling market talks, fostering client understanding and trust across diverse regions.

- Analyse and research on fixed income securities and markets, with a primary focus on MYR and USD bond spaces- Generate original and timely analytical reports and investment recommendations- Communicate investment views and research to financial advisors, dealers and clients via presentation and seminars- Develop and enhance analysis tool to support investment recommendations

- Risk-based compliance audit to ensure that the company’s processes are in compliance with the relevant Acts and regulations. - Conduct due diligence on various stakeholders (KYC and Client due diligence)- Anti-Money Laundering matters, such as names screening, suspicious transactions monitoring, 3rd party receipts and reporting- Prepare reports for submission to the company’s senior management, Board of Directors and / or regulators. - Advise management on regulatory compliance issue- Review applicable regulations- Provide regional support to other subsidiaries within the iFAST group of companies. - Conduct due diligence on new funds (Fund suitability for onboarding)

- Assist in carrying out review and macroeconomics research (on the impact of interest rate hike and forex fluctuation towards the earnings of listed PLCs.)- Obtain relevant informations from annual reports, S&P Capital IQ Database as well as compile and present them after analysing the data

- Assist senior accountants in preparing various reporting statements (Monthly Entitlement Off Take-MEOT, Profit Sharing Contribution-PSC)- Carry out casting on reporting statements - Retrieve relevant information by using IPES/SAP software (Global Arrangement Production Allocation-GAPA, cost recovery information, revenue entitlement)- Assist in audit process and preparation of reporting statements