Derek Foo Email & Phone Number

Johor, Malaysia

Kuala Lumpur, Malaysia

• Take up a key nationwide leadership and advisory role in growing the regional agency businesses
• To plan with the head of Agency and Channel Marketing Distribution team at HQ level on the business direction of the agency channel, including training, product positioning, sales campaigns, event organization, and.
• To plan with the regional branches in customizing marketing strategies which cater to the needs of each region.
• Contribute to the digitalization of… Show more
• Contribute to the digitalization of the company’s business, including online client and agent platforms, and e-learning platform for future trainings.
• Deliver numerous product and general investments training sessions and recruitment talks

Johor Bahru

• Responsible for managing and increasing net sales for the Malaysia Southern region by consistently supporting the IUTA and agency channels.
• Types of supports included consistent visitations and appointments, conducting various trainings and presentations, designing campaigns, holding client events, improving operational processes, quarterly market updates.
• Enhanced market analytical skills and knowledge through consistent market updates and self-reading in preparation for… Show more
• Enhanced market analytical skills and knowledge through consistent market updates and self-reading in preparation for market update requests from all distribution channels. Show less

• Handled a portfolio of clients in the preferred and priority banking segments and provided financial solutions based on each individual's financial needs and suitability.
• Covered a wide range of financial products with a focus on wealth.
• Achieved top performance relative to quarter targets for 2013 Q4 and 2014 Q1.
• Completed certifications by FIMM, The MII, and IPPC.
• Demonstrated value-added by taking up the emcee role for important SCB events such as annual dinner… Show more
• Demonstrated value-added by taking up the emcee role for important SCB events such as annual dinner, customer appreciation dinner, and new fund house product launch events. Show less

Singapore

• Gained an insight into the workings of private banking and the overall structure of the bank.
• Attended various courses at Bloomberg to enhance competitiveness in using the Bloomberg terminal.
• Assisted investment consultants in customizing investment portfolios involving different financial instruments such as bonds, equities, commodities, structured products etc based on different clients’ needs and risk.
• Developed financial analytical skills through research… Show more
• Developed financial analytical skills through research, analyzing annual reports, and utilizing financial data mainly from the bank’s intranet & the Bloomberg terminal.
• Demonstrated linguistic versatility by completing projects in both Chinese and English. Show less

Ba, Economics

Activities and Societies: Orientation Transfer Guide - Imagine Day 2011

Gce 'A' Levels

Activities and Societies: Badminton Club Completed the Integrated Program (IP) under ASEAN Scholarship