Isaac Leong

Isaac Leong Email and Phone Number

Vice President, Client Advisor (Premier Private Client) @ OCBC
Perak, Malaysia
Isaac Leong's Location
Perak, Malaysia, Malaysia
About Isaac Leong

Isaac Leong is a Vice President, Client Advisor (Premier Private Client) at OCBC. They possess expertise in microsoft excel, event management, team leadership, project planning, organizational development and 15 more skills. They is proficient in English and Chinese.

Isaac Leong's Current Company Details
OCBC

Ocbc

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Vice President, Client Advisor (Premier Private Client)
Perak, Malaysia
Website:
ocbc.com
Employees:
19625
Isaac Leong Work Experience Details
  • Ocbc
    Vice President, Client Advisor (Premier Private Client)
    Ocbc
    Perak, Malaysia
  • Ocbc
    Client Advisor
    Ocbc Jan 2023 - Present
    Perak, Malaysia
    Financial• To provide quality wealth advisory services and financial product recommendations to HW Private Clients.• To enhance franchise value by cross-selling appropriate wealth solutions based on advisory based approach.• To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking level) customers via contacts, referrals and marketing initiatives.Service• To provide excellent customer experience to our Private Client customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.• To build sustainable relationship with Private Client customers by timely follow-ups and anticipate customers' needs.• To proactively engage Private Client customers to achieve continuous customer satisfaction level.Compliance• To adhere to all related policies, regulatory risk and compliance matters including processes and procedures.• To ensure no operational and control lapses.• To ensure timely submission of both statutory and regulatory reports.• To ensure adherence and compliance to all sales advisory, processes and procedures.
  • Ocbc Bank
    Premier Relationship Manager
    Ocbc Bank Jan 2018 - Dec 2022
    Perak, Malaysia
    Financial• To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.• To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.Service• To provide excellent customer experience to our PremierBanking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.• To build sustainable relationship with our Premier Banking customers though timely follow-ups and anticipation of customers' needs.• To proactively engage Premier Banking customers to achieve continuous customer satisfaction.Compliance• To adhere to all related policies, regulatory risk and compliance matters.• To ensure no operational and control lapses.• To ensure timely submission of reports for both statutory and regulatory.• To ensure zero defect in account opening, sales transactions execution, loan submission and related matters.
  • Ocbc Bank
    Personal Financial Consultant
    Ocbc Bank Apr 2016 - Dec 2017
    Penang, Malaysia
    • To provide "one-stop" banking solutions to our customers.• To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.• To proactively manage and build long term customer relationship.• To provide good after-sales and conduct sales visits to potential customers within the vicinity.• Ensure adherence to the relevant policies, regulatory risk and compliance matters.
  • Citi
    Risk, Control And Reporting Specialist
    Citi Jul 2015 - Dec 2015
    Penang, Malaysia
  • Charterway Sdn Bhd
    Logistics & Customers Services Specialist
    Charterway Sdn Bhd Jan 2012 - Aug 2012
    Penang, Malaysia

Isaac Leong Skills

Microsoft Excel Event Management Team Leadership Project Planning Organizational Development Management Project Management Leadership Oracle Sql Developer Financial Analysis Financial Planning Financial Services Operational Risk Management Risk Analysis Unit Trusts Bancassurance Investment Portfolios Dual Currency Investment Structure Investment Foreign Currency

Isaac Leong Education Details

Frequently Asked Questions about Isaac Leong

What company does Isaac Leong work for?

Isaac Leong works for Ocbc

What is Isaac Leong's role at the current company?

Isaac Leong's current role is Vice President, Client Advisor (Premier Private Client).

What schools did Isaac Leong attend?

Isaac Leong attended Universiti Utara Malaysia.

What are some of Isaac Leong's interests?

Isaac Leong has interest in Economic Empowerment, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.

What skills is Isaac Leong known for?

Isaac Leong has skills like Microsoft Excel, Event Management, Team Leadership, Project Planning, Organizational Development, Management, Project Management, Leadership, Oracle Sql Developer, Financial Analysis, Financial Planning, Financial Services.

Who are Isaac Leong's colleagues?

Isaac Leong's colleagues are Sarah Toh, Emily Tan, Marie Phua, Christine Yong, Lional Dharmaraj, Elaine Bay, Ling Pyi.

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