Holistic Investment Planner
CurrentProvide advisory services on holistic wealth management including financial plan, investment management and personal finance coaching to help clients to achieve financial independence confidently.
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Weng Ban Fong is listed as Agent In Money Matters (Financial Planning, Investing, Real Estate, Business) at Whitman Independent Advisors, a with 31 employees, based in Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia. AeroLeads shows a matched LinkedIn profile for Weng Ban Fong.
Weng Ban Fong previously worked as Holistic Investment Planner at Whitman Independent Advisors and Real Estate Negotiator at Iqi Global. Weng Ban Fong holds Mba, Energy Management from Universiti Teknologi Petronas.
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Weng Ban Fong is a Agent In Money Matters (Financial Planning, Investing, Real Estate, Business) at Whitman Independent Advisors. They possess expertise in business administration, microsoft office, management, financial advisory, microsoft word and 12 more skills. They is proficient in Malay.
Listed skills include Business Administration, Microsoft Office, Management, Financial Advisory, and 13 others.
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Petaling Jaya, Selangor, Malaysia
Provide advisory services on holistic wealth management including financial plan, investment management and personal finance coaching to help clients to achieve financial independence confidently.
Provide services in real estate / property, including subsale, rental, land and new project, focus area in Klang Valley.
Balakong, Selangor, Malaysia
- Personal Assistant. - Budgeting. - Financial Modeling. - Travel Management. - Chauffeur.
Kota Damansara, Selangor, Malaysia
- Office Management.- Human Resource Management (HR Generalist).
Gelang Patah, Johore, Malaysia
• Prepare analysis, report consolidation and presentation on administrative matters, including administrative and corporate data & reports dealing with HQ in China.• Draft and publish company policies, memos and guidelines.• Special tasks, including setting up and closure of branch office, and other ad hoc assignments.• Committee member in IT projects and act as department IT focal.• Organizing committee in company events and participate in reception for visiting guests.• Office space management: manpower planning, drawing vetting, retrofitting and modification, relocation & temporary workplace plan, procurement of office equipment, etc.• Document management: Company focal person and digitalization project lead, standard and policy set up & review, annual and regular audit, report consolidation, etc.• Facilities management: Manage leasing of office facilities, printer management (sourcing, repair & maintenance, access management), allocation & relocation of office facilities (water dispensers, projectors, coffee machines, others), etc.• Fixed assets management: Lead fixed assets audit exercise, report consolidation, assets transfer, procurement of fixed assets, etc.• Hostel management: Manage tenancy agreement, procurement of equipment, tenancy assignment, etc.• Meeting rooms management: Set up video / telephone conferencing, reception preparation, procurement of equipment, routine repair & maintenance, etc.• Office automation: Review and update business processes, paperless working initiation, etc. • General tasks: Monthly and annual department budgeting, office expenses and bills payments, procurement and distribution of corporate collaterals, name card design and procurement, etc.• Translation work (English, Chinese, Malay).• Acting manager as and when required.
Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia
• Discuss and gather requirements & feedbacks from business processes owners.• Design, review and publish business process workflows using ARIS Designer for internal stakeholders.• Implement strategic ICT initiatives for internal stakeholders across various departments.
Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia
• Office space management: Renovation and retrofit work, coordinate staff movement and relocation exercises for PETRONAS Upstream’s KL offices (6 buildings, >100 floors, >6000 staff).• Act as department IT focal and pilot user in new IT projects and initiatives. • Coordinator for implementation of various projects between service providers and internal stakeholders, including electronic document management system, phone and printer management, IT facilities allocation and arrangement, etc.• Meeting rooms management: Procurement and maintenance of video conferencing equipment, meeting rooms booking, etc.• Ad hoc administrative supports to top management.• Organizing committee in company's annual gathering and townhall events.• Procurement and distribution of company collaterals.• Manage a team of 33 admin clerks.
Other employees you can reach at whitman.com.my. View company contacts for 31 employees →
Brian Y.
Colleague at Whitman Independent AdvisorsSubang Jaya, Selangor, Malaysia
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JT
Jack Tan
Colleague at Whitman Independent AdvisorsKuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia
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Angel See
Colleague at Whitman Independent AdvisorsKuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia
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JA
Jalwati Abd Shukor
Colleague at Whitman Independent AdvisorsShah Alam, Selangor, Malaysia
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DT
Duncan Tsen (Financial Consultant And Strategist)
Colleague at Whitman Independent AdvisorsSubang Jaya, Selangor, Malaysia
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BL
Bryan Lim
Colleague at Whitman Independent AdvisorsWp. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia
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HK
Hoo Khim Lee
Colleague at Whitman Independent AdvisorsBayan Lepas, Penang, Malaysia
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SH
Saw Hua Loo Fcca, Cfp, Aepp
Colleague at Whitman Independent AdvisorsPetaling Jaya, Selangor, Malaysia
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LA
Lee Ang Kong
Colleague at Whitman Independent AdvisorsFederal Territory Of Kuala Lumpur, Malaysia
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Nadzir Mansor
Colleague at Whitman Independent AdvisorsPetaling Jaya, Selangor, Malaysia
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Activities and Societies: UTP Chinese Orchestra, UTP Mandarin Debate
Quick answers generated from the profile data available on this page.
Weng Ban Fong works for Whitman Independent Advisors.
Weng Ban Fong is listed as Agent In Money Matters (Financial Planning, Investing, Real Estate, Business) at Whitman Independent Advisors.
Weng Ban Fong is based in Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia while working with Whitman Independent Advisors.
Weng Ban Fong has worked for Whitman Independent Advisors, Iqi Global, Gsl Materials Recycling Sdn Bhd, Samaiden Group Berhad, and Forest City - Country Garden Pacificview.
Weng Ban Fong's colleagues at Whitman Independent Advisors include Brian Y., Jack Tan, Angel See, Jalwati Abd Shukor, and Duncan Tsen (Financial Consultant And Strategist).
You can use AeroLeads to view verified contact signals for Weng Ban Fong at Whitman Independent Advisors, including work email, phone, and LinkedIn data when available.
Weng Ban Fong holds Mba, Energy Management from Universiti Teknologi Petronas.
Weng Ban Fong is listed with skills including Business Administration, Microsoft Office, Management, Financial Advisory, Microsoft Word, English Translation, Personal Finance, and Microsoft Excel.
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