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Looking to expand my network
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
🧨100%
Consulting
🔥66%
Startup Founder
✨66%
Business Owner
Geos
🇪🇸33%
Spain
🇲🇹33%
Malta
🇺🇸33%
United States
Work Background
CiD Realtors Sdn BhdReal Estate Agent
Apr. 2022Trec klI help my clients purchase, rent, or sell their properties. I advise clients about market conditions, conduct walkthroughs, and provide guidance and assistance through the process of buying, selling, or leasing properties. In CiD Realtors I look forward to expand my horizon and portfolio to clients commercial and industrial needs.
Kenanga GroupVice President
Jul. 2016 - Jul. 2019Kuala Lumpur, MalaysiaAs a Vice President of Kenanga Investment Bank, my job on a daily basis are to; 1. Develop plan to accomplish firm’s equity investment goals.
2. Provide investment information related to new equity products, regulatory issues and new policies.
3. Identify and convey issues or constraints associated with product, operations, systems, platform, pricing and propose alternatives.
4. Ensure conformance with entire company guidelines and regulatory policies.
5. Identify customers ‘ investment needs by basic financial planning modules.
6. Provide different investment products to attain successfully identified needs.
7. Maintain and update records as well as files on existing customers.
8. Prioritize customer requirements and cross-sells services and products of varied company business lines.
9. Ensure to plans everyday center of influence contacts.
10. Identify changing needs and develop strong customer relationships.
11. Plan and conduct customer meetings to review current accounts.
12. Conduct post-appointment follow up to manage relations plus develop referrals.
13. Develop and maintain wide general knowledge of entire financial products by self-study, periodicals, along with apt coursework.
14. Develop community and market awareness to actively accomplish sales opportunities.
15. Identify and develop alternative procedures of business development to draw new assets and attain planned goals.
Meridin Properties Sdn BhdReal Estate Agent
Jan. 2016 - Apr. 2022Kuala Lumpur, MalaysiaIn my day to day business, i believed a tradition of trust is important to maintain business and personal relationships with my clients. As of below are the operations i perform as a real estate specialist; 1. Counsel clients on market conditions, prices, and mortgages.
2. Develop a competitive market price by comparing properties.
3. Create lists for real estate sale properties, with information location, features, square footage, etc.
4. Show properties to potential buyers and renters.
5. Present purchase offers to sellers.
6. Facilitate negotiations between buyers and sellers.
7. Review purchase contracts to ensure terms are met.
8. Promote properties with ads, listings, and open houses.
9. Prepare loyalty contracts, purchase agreements, rental agreements, deeds and other documents for each real estate transaction.
10. Maintain your real estate license and knowledge.
Standard Chartered BankSenior Relationship Manager
Jul. 2013 - Jun. 2016Kuala Lumpur, MalaysiaMy job is to manage the money and oversee the financial activities of high net-worth and ultra high net-worth clients. I work to develop relationships with clients, then provide banking services such as personal cash management, secured and unsecured credit, investment management and interest services.
United Overseas Bank Limited (UOB)Associate Director
Jul. 2011 - Jul. 2012Kuala Lumpur, MalaysiaAs an Associate Director in UOB Private Banking, my day to day tasks were ; 1. Manage UHNW and HNWI client portfolio
2. Provide financial planning and wealth management service to Private Wealth client
3. Offer holistic advice and financial solutions for clients' businesses such as business loan, IPO, M&A etc.
4. Provide cross border financial solutions to clients
5. Work closely with Investment Bank and Corporate Banking
6. Promote bank products such as unit trust, DCI, deposits, loans, bonds, equity and trust products
HSBCRelationship Manager
Jan. 2009 - Jun. 2013Kuala Lumpur, MalaysiaAs a Private Banking Relationship Manager, my day to day duties are; 1. Consult with all clients regarding financial requirements.
2. Ensure to open plus service accounts within certified limits and ensure records are maintained within given policies and guidelines.
3. Monitor customers’ changing requirements and recommend strategies to utilize organization products and services.
4. Prepare customer base by servicing existing clients and cross-selling products.
5. Develop new business by interacting with external resources and inform about changing market conditions.
6. Ensure conformance with all banking policies and practices along with regulatory statutes.
7. Supervise bank operations suitably to include personal banking relations, client service operations and problem resolution.
8. Head responsibility to manage and maintain front desk or teller desk in assigned location.
9. Ensure customer satisfaction by contact as well as maintenance of relationship.
10. Maintain and update knowledge of banking products along with financial or investment services and knowledge of industries or market areas served.
11. Train and guide less experienced Private Bankers.
12. Upgrade on latest developments plus market trends to identify and service client needs.
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