Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Aaron Chai

Aaron Chai

Summary

Finance Professional with 2.5 years of experience working in the Investment Banking industry specializing in Equities dealing and 2 years experience in Commerical Banking.

Skills I have developed along the way include Portfolio Management, Banking and Equities

Overview

7
7
years of professional experience

Work History

Account Relationship Executive

Hong Leong Commercial Bank
07.2022 - Current
  • Handling a diversified customer base with a focus in construction, specialty chemical manufacturing, wholesaler of alcohol, wholesaler of hardware, trading of non-biodegradable palm oil,facilities management and etc
  • Proposing Credit Applications and managing annual facility reviews for clients.
  • Work together with external stakeholders to provide a seamless banking experience.
  • Collaborating with internal stakeholders to actively grow the Bank's wallet share and be the one-stop financial solution center for clients.

Dealer Representative

Equities, Maybank Investment Bank Berhad
5 2019 - 2 2022
  • Dealing role:
    - Executing trades for clients with accuracy to ensure no losses/ errors.
    - Maintaining regular relationship with clients through being receptive and responsive to customers' feedback and suggestions by replying to customers in a prompt manner
    - Gathering and monitoring customer's position to provide trading/investment ideas.
  • Marketing role:
    - Working with the relationship bankers from the bank for business growth and solicit business referrals from various units.
    - Liaising with external intermediaries for execution of orders, settlement of trades and building relationships.
    - Sourcing new client base.
    - Conducting presentations for clients and organize workshops.
    - Planning sales activity campaigns for activation and retention of clients
  • Key experience:
    - involve in IPO placement, secondary market placement, ESOS and off market transaction


Internship(Summer Break)

Crowe Horwath LLP
07.2017 - 09.2017
  • Identified and communicated audit issues as well as improvement opportunities with the senior associates, managers and partners to resolve client issues during the audit process and streamline the processes;
  • Tackled a broad portfolio of activities that not only included tax compliance but also conducting research into business issues that affected clients' tax affairs, whilst adhering to regular tax rules and compliance;
  • Developed and maintained an excellent working relationship with all levels of clients and employees, in order to increase customer satisfaction and strengthen client relationships to drive levels of client retention;
  • Provided support to the leadership team in any ad-hoc administrative activities that were required.

Education

Master of Science - Accounting And Finance

Warwick Business School
01.2017 - 2018.07

BSc - Accounting and Economics

University of Southampton
United Kingdom
01.2014 - 2017.04

A Levels -

Kolej Tuanku Jaafar
01.2013 - 2014.04

SPM -

Sijil Pelajaran Malaysia
01.2008 - 2012.04

Skills

Market trends

Accomplishments

Bursa Malaysia Retail Investor Campaign 2021 (Top Dealer Category)

Timeline

Account Relationship Executive

Hong Leong Commercial Bank
07.2022 - Current

Internship(Summer Break)

Crowe Horwath LLP
07.2017 - 09.2017

Master of Science - Accounting And Finance

Warwick Business School
01.2017 - 2018.07

BSc - Accounting and Economics

University of Southampton
01.2014 - 2017.04

A Levels -

Kolej Tuanku Jaafar
01.2013 - 2014.04

SPM -

Sijil Pelajaran Malaysia
01.2008 - 2012.04

Dealer Representative

Equities, Maybank Investment Bank Berhad
5 2019 - 2 2022

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Aaron Chai