Say Seng Ong Email & Phone Number

Penang, Malaysia

Achievements:• Received 4.7+/5.0 star-rating of overall training experience from every past participant by conducting evaluations assessing achievement of learning objectives, content relevance/usefulness, speaker knowledge/skills, etc. • Supervised training budgets and had a net profit margin not less than 70%. Completed every program under budget 100% of the time. Descriptions:• Designed and implemented creative and effective online and offline HRDF claimable training programs for the middle management and front-line employees of the organization. • Majority of audiences were remisiers, customer relationship managers, and licensed financial planners.• Ensured that all training materials and programs are compliant with laws and regulations governing the industry.

Penang, Malaysia

Descriptions:• Promoted the bank’s wealth management products (mainly unit trust and bancassurance) and services.• Solicited new high-net-worth customers to join the bank’s Privilege Banking membership.• Grew 6% of AUM during the employment period.

Penang, Malaysia

Descriptions:• Promoted the bank’s wealth management products (mainly unit trust and bancassurance) and services.• Worked closely with the branch manager and colleagues on sales activities, promotions, and campaigns.• Achieved monthly overall KPI consistently.

Penang, Malaysia

Descriptions:• Generated sales leads.• Conducted in-depth reviews of the client's financial circumstances. • Interpreted financial document summaries and investment performance reports. • Designed and advised financial strategies which best suited to individual clients' requirements.• Reviewed clients’ financial plans and manage portfolios on regular basis. • Responded to clients changing needs, financial circumstances, and other financial performances necessitate in their plans. • Kept clients up to date with the latest information, services, and changes to legislation that may affect their savings and investments. • Maintained compliance with all rules and regulations of the role.

Bachelor Of Science (Bsc. Hons), Marine Sciences, Cgpa: 3.12

Activities and Societies: 36th Sabah Statewide Taekwondo Championships; Swimming Co-curricular Festival 2010.Recognition: Dean’s List.

Sijil Tinggi Persekolahan Malaysia, Cgpa: 2.92

Subjects: Pengajian Am, Mathematics (T), Chemistry, and Biology.