• Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards both Unit Trust & Treasury Products• Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products • Portfolio counseling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals • Monitor and execute trades… Show more • Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards both Unit Trust & Treasury Products• Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products • Portfolio counseling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals • Monitor and execute trades for clients across a range of financial instruments• Conduct continuing education for RMs on unit trusts, treasury products, investment basics, portfolio allocation strategies, etc • Contributing towards regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients Show less

Key products: Foreign Exchange, Dual Currency Investments, Retail Bonds, Structured Investment and Equities Structured Product (ELI/ELCC)• Provides timely and relevant treasury advisory in line with clients risk appetite and financial objectives • Monitors the market and currency movement to provide updates to sales staff and clients on a regular basis • Manages transactions for treasury products from sales staff and clients including phone sales for DCI and booking for FX rates… Show more Key products: Foreign Exchange, Dual Currency Investments, Retail Bonds, Structured Investment and Equities Structured Product (ELI/ELCC)• Provides timely and relevant treasury advisory in line with clients risk appetite and financial objectives • Monitors the market and currency movement to provide updates to sales staff and clients on a regular basis • Manages transactions for treasury products from sales staff and clients including phone sales for DCI and booking for FX rates • Liaises with Singapore counterpart and global market to execute treasury products transactions• Engagement with sales staff through teleconference and joint sales to assess clients expectations and risk appetite Show less

Key products: Bancassurance, Unit Trust, Fixed Income, Equity-linked Structured Investments, Deposits, Foreign Exchange, Legacy solutions• Managed MYR 120 mio portfolio consisting of 200 HNWI and achieved monthly revenue target.• Acquired 15 New-to-Bank clients that generated more than RM 240k revenue developing effective strategies of cross-selling bancassurance and investment products.• Analyzed clients' financial situations and matched financial needs by customizing… Show more Key products: Bancassurance, Unit Trust, Fixed Income, Equity-linked Structured Investments, Deposits, Foreign Exchange, Legacy solutions• Managed MYR 120 mio portfolio consisting of 200 HNWI and achieved monthly revenue target.• Acquired 15 New-to-Bank clients that generated more than RM 240k revenue developing effective strategies of cross-selling bancassurance and investment products.• Analyzed clients' financial situations and matched financial needs by customizing comprehensive investment and personalized retirement plans that match their risk-profile. Show less

Professional consumer finances management; investment, saving, retirement planning

•Originated and executed new business deals for refinancing options •Advised on LBO financings•Assist in crafting financial structure that enables both the sponsor and debt investors to meet their respective investment objectives and return thresholds •Providing the target with sufficient financial flexibly and cushion needed to operate and grow business

Evaluated the financial standing of corporate institutions and presented financial credit report summaryTrained in productivity and time managementDrafted Financial and Economic reports, participated in team building

Increased monthly sales by more than by implementing strategies to develop and expand existing customer base.