1. Responsible for improving the company automation & efficiency of operation, clients' & advisers’ experience2. Coordinate with outsourced vendors to improve company system automation3. Implement SOP & Operation Manual for new scenarios, regulatory requirements & product/system upgrades4. Oversee & lead the team on the company’s business support operations (multiple biz portfolios) 5. Regular discussion with top management on company regulatory requirement reports submission & etc6. Coordinate with business partners to solve business operations matters & conduct trainings

Licensed by Bank Negara Malaysia (BNM) and Securities Commission Malaysia (SC) after completed and passed full module of Certified Financial Planner (CFP) in 2018.Responsible for conducting due diligence and a high level of integrity on individuals' personal financial planning. High exposure in dealing with multiple financial products across multiple financial institutions, including Insurance, Unit Trusts, Offshore Funds, and Will Writing.Past dealing in a range of services:1. All of the insurance companies in Malaysia, and part of offshore (Archipelago, Hansard, Investor Trust Assurance and etc)2. EPF approved unit trust investment, such as Kenanga's equity fund, RHB etc.3. Offshore Funds, funds that are hedged to Blackrock, Fidelity, JP Morgan, Morgan Stanley etc.4. Will Writing services using legacy companies, such as RHB Trustees etc.Despite being a product or sales oriented Licensed Financial Planner, I am able to utilize my role as an independent advisor to serve at my client's best interest. With the wide range of financial products and responsibilities, I get to know what is really best for my client's financial planning.