Joel Loo Email & Phone Number

Brunei Darussalam

Brunei Darussalam

Design proposals for management to aid in the decision-making process concerning new products, funds, promotions, and investment opportunities.Independently create training sessions covering new investment products and collaborate with Asset Management to create additional trainings for both new and existing Personal Financial Planners on topics like GAP analysis, Portfolio Review, and Customer Relationship Management.Cross-collaborate regularly with Asset Management and… Show more Design proposals for management to aid in the decision-making process concerning new products, funds, promotions, and investment opportunities.Independently create training sessions covering new investment products and collaborate with Asset Management to create additional trainings for both new and existing Personal Financial Planners on topics like GAP analysis, Portfolio Review, and Customer Relationship Management.Cross-collaborate regularly with Asset Management and Personal Financial Planners on sales support issues and inquiries made by customers.Perform administrative duties, such as creating client mailing lists and sending out invitations for company events like the Baiduri Capital Investment Seminar.Prepare and issue reports on market outlook and current funds performance for the Personal Financial Planners.Oversee all functions pertaining to the creation of new financial products, ensuring their successful launch and an increase in sales as a result.Accurately respond to or delegate internal and external customers inquiries on investment related products.Responsible for the duties of the Trading Manager and Assistant Trading Manager in their absences.Maximize profitability through superior customer service and effective and prompt communication and follow-up on all pending matters with the customer.Utilize superior communications skills to motivate staff and develop effective working relationships with peers, executives, and clients.Organized staff meetings in regards to new products and procedures.Developed strategic marketing plans to increase revenues. Show less

Brunei Darussalam

Provided financial facilities to global subsidiary group clients, as well as to local small and mid-sized enterprises, and ensured the clients’ needs were fully met by maintaining a close professional relationship; this resulted in a 7% increase in the existing client portfolio. Named the President of the Citibank Brunei Club and organised events for the internal stakeholders monthly, including scone baking in the Empire Hotel and an annual dinner at the Jerudong Polo Country… Show more Provided financial facilities to global subsidiary group clients, as well as to local small and mid-sized enterprises, and ensured the clients’ needs were fully met by maintaining a close professional relationship; this resulted in a 7% increase in the existing client portfolio. Named the President of the Citibank Brunei Club and organised events for the internal stakeholders monthly, including scone baking in the Empire Hotel and an annual dinner at the Jerudong Polo Country Club.Led the account closure exercise for existing local and global clients, executing 95% of requested closures on or ahead of schedule. Show less

Kuala Belait Branch, Brunei Darussalam

Under my supervision, the Kuala Belait Branch served as a flagship location thanks to the strict internal compliance with outlined regulatory operations procedures.Oversaw a team of 25 employees in terms of sales and operations, utilising role playing and team building games to improve employee sales and customer engagement skills. Provided financial literacy workshops that gave schools the necessary tools to teach financial awareness to students, and also promoted the company… Show more Under my supervision, the Kuala Belait Branch served as a flagship location thanks to the strict internal compliance with outlined regulatory operations procedures.Oversaw a team of 25 employees in terms of sales and operations, utilising role playing and team building games to improve employee sales and customer engagement skills. Provided financial literacy workshops that gave schools the necessary tools to teach financial awareness to students, and also promoted the company brand. Monitored phone activity to assure each member was providing top service and working to their potential.Coached and developed customer service representatives to meet and maintain company goals.Increased revenues and customer service by developing a team focused on providing top level service and ensuring each customer had an enjoyable visit.Solved a range of customer queries by providing timely and effective outcomes, resulting in first call resolution of issues.Nominated as the Most Interactive Training Facilitator in Standard Chartered Bank for customer focused workshops and sales clinics. Increased team sales by 2% monthly by coaching staff to bundle products, utilise referrals from existing clients, and identify priority actions. Show less

Seria, Brunei Darussalam

Awarded the Best Branch of the Year Award in 2009, which was earned by achieving increases in sales revenue, service quality and a decrease in the operating budget .All sales staff under my supervision were rewarded for the sales revenue they generated, as goals were consistently met and surpassed.Managed the recruitment of personal financial consultants and ensured they were well-versed in banking products, complied with corporate-outlined banking practices, and achieved… Show more Awarded the Best Branch of the Year Award in 2009, which was earned by achieving increases in sales revenue, service quality and a decrease in the operating budget .All sales staff under my supervision were rewarded for the sales revenue they generated, as goals were consistently met and surpassed.Managed the recruitment of personal financial consultants and ensured they were well-versed in banking products, complied with corporate-outlined banking practices, and achieved assigned sales targets within 6 months of being hired. Show less

Bandar Seri Begawan, Brunei Darussalam

Traded BND $8 million of Wealth Management products and exceeded the sales target by focusing investment efforts on the 20% of clients who generated 80% of revenues.Generated an average of 16% in returns for clients from investment of BND $4.2 million in the Foreign Exchange.Trained newly recruited Personal Financial Consultants on systems and processes, as well as assisted in further enhancing the existing skills of established colleagues.Recognised as a subject matter… Show more Traded BND $8 million of Wealth Management products and exceeded the sales target by focusing investment efforts on the 20% of clients who generated 80% of revenues.Generated an average of 16% in returns for clients from investment of BND $4.2 million in the Foreign Exchange.Trained newly recruited Personal Financial Consultants on systems and processes, as well as assisted in further enhancing the existing skills of established colleagues.Recognised as a subject matter expert, providing attention to detail and appropriate caution when investing with intricate and risky offshore accounts. Consistently exceeded sales targets and client services expectations, and regularly enhanced and expanded my client portfolio largely due to referrals. Show less

Glasgow, United Kingdom

Responded to system operations issues raised by SAP users using strong and effective organisation, analytical, and reasoning skills.Ran Expense Management System (EMS) operations in compliance with program requirements globally and locally.

Glasgow, United Kingdom

• Improved administration efficiency and accuracy, reducing the rate of errors by 7%.Determined any gaps in the team’s customer service abilities, and closed them by providing training and regular coaching.Awarded Employee of the Month for my significant contributions towards increasing the success of the team; served as a highly organised and helpful team player. Nominated to serve as the Process Analyst and Problem solver for the Life Protection Group, making me… Show more • Improved administration efficiency and accuracy, reducing the rate of errors by 7%.Determined any gaps in the team’s customer service abilities, and closed them by providing training and regular coaching.Awarded Employee of the Month for my significant contributions towards increasing the success of the team; served as a highly organised and helpful team player. Nominated to serve as the Process Analyst and Problem solver for the Life Protection Group, making me responsible for managing over 50 team members. Show less

Increased sales of mobile phone insurance to over 9% by emphasizing the financial savings the customer would receive if an accident did occur.Awarded Excellent Customer Service Employee Of The Month twice for earning the top sales of mobile phone contracts through the utilisation of strong negotiating skills.Assisted in store marketing campaigns to improve sales of mobile phone contracts, including running mini events for children and First Month Free line rentals.

Master'S Degree, International Marketing

Bachelor'S Degree, Bachelor Of Business Administration With Honours