Stefan Ong Email & Phone Number

Kuala Lumpur, MY

• Completed several digitalisation projects after having successfully implemented transformational change management with the main aim of making Trustee services relevant and effective in the Fintech space through the.

• Report to the Chief Executive Officer and am responsible in developing and growing the core services in the corporate section of the trustee business: Private Debt Securities, Collective Investment Schemes and Real.
• Develop marketing strategies / business plans and ensure its successful execution to deliver agreed targets to CEO and Board of Directors.
• Contribute to corporate revenues through securing new business mandates
• Develop strong pipeline/referral channels both internal (Maybank Group and subsidiaries) and external (investment banks and fund houses)
• Ensure adequate client coverage and account servicing.
• Maintain high rating in External Customer Satisfaction Index

• Report to the Chief Operating Officer and responsibilities include: - To drive sales to achieve targets for both Wills and Private Trust as apportioned for 2008.- To seek out and manage new business channels to provide.
• Manage and develop the Business Development team by guiding, coaching and assisting them in achieving their set goals.

• Report to the Chief Executive Officer and am responsible in four main areas: - The growth of will writing and private trust business. - The growth and marketing of trustee services targeted at Corporate clients e.g..
• Increased total will writing cases submissions for the year of 2005 by 19.2% from 2004. Increased regional submissions of Southern region to 31% in 2006 from 14% (2005).
• Arranged strategic tie-ups with financial planning agencies to increase distribution of UOB Trustee products and services.

• Part of the pioneer team of 12 Relationship Managers selected to spearhead SBB’s new Financial Advisory Services. Initially 4 branches in KL Region and Penang, to date has expanded to a team of 40 Relationship Managers.
• Branch Co-ordinator of the FAS Team in TTDI Branch. To manage, coach and lead a team of Relationship Managers.
• Responsible also in revenue generation from the marketing of Credit/Loan, Unit Trust and Bancassurance products. Duties include customer acquisition and retention, delivery of financial advisory services, assisting.
• Contributed to the development and further enhancements to financial advisory system: Edifice; to aid financial analysis by Relationship Managers. Develop financial templates for marketing of loan products and UT.

• Responsible over the administration of high-net worth individual clients’ accounts involving establishment of new accounts, loan structuring, credit reviews as well as resolving of customer complaints.
• Working together with international and local colleagues to provide expedient and efficient solutions to clients.
• Ensuring that all processes are in line with the International Private Banking Compliance Cycle.
• Achieved Associate Financial Planner Malaysia (AFPM) designation from the Financial Planning Association of Malaysia (FPAM) on June 2001

• Marketing of life insurance and unit trust products based on clients’ financial goals and needs. Duties include new business development, client sourcing, lead generation, financial needs analysis, proposal and.
• Help generate company training manual to accelerate development and exposure of new consultants to the financial consulting field
• Help re-engineer consultant sales kit to expediate development and delivery of financial plans to clients
• 1st runner up for Consultant of the Year 1998
• Early Achievers Club 1999
• Early Achievers Club 2000

Ba, Business Studies

Education record