BEATRICE ANAK REX
Miri
Summary
Empathetic financial professional with strong analytical and interpersonal skills, adept at building client relationships and providing tailored financial advice. Demonstrates proficiency in risk assessment and portfolio management. Committed to guiding clients towards achieving financial security and growth.
Overview
14
14
years of professional experience
14
14
years of post-secondary education
1
1
Certification
Work history
SME Business Wealth Manager
Alliance Bank Malaysia Berhad
Miri
2026.01 - 2026.03
- Cultivated strong client relationships by providing personalised investment advice.
- Managed clients' portfolios to maximise asset growth.
- Managed over 50 customer calls per day.
- Conducted risk assessments, minimising potential loss.
- Streamlined operational processes whilst adhering to industry regulations.
- Ensured regulatory compliance, maintaining high professional standards.
- Participated in continued professional development activities, enhancing expertise within the field.
- Reported on overall portfolio management, outlining progress, issues and forecasting for effective planning.
- Improved service quality through tactical reactive and preventative maintenance programmes.
- Built and carefully managed loyal, profitable client bases.
Relationship Manager
Affin Bank Berhad
Miri
2023.06 - 2026.01
- Delivered tailored solutions creating positive client experiences.
- Managed complex client portfolios to maintain profitable relations.
- Increased client retention, fostered trust and loyalty by resolving complaints efficiently.
- Analysed customer feedback, made necessary improvements in service delivery.
- Established strong client relationships by providing exceptional customer service.
- Travelled extensively meeting clients across various regions establishing productive partnerships.
- Built lasting relationships with key stakeholders through consistent engagement activities.
- Prepared engaging presentations to clients, showcasing value propositions and solutions.
- Collaborated with internal stakeholders to optimise operational delivery.
- Managed daily finance services for smooth business operations.
Financial Services Consultant (FSC)
CIMB Bank Berhad
Miri
2021.05 - 2022.09
- Negotiated favourable terms for clients, leading to increased satisfaction.
- Facilitated successful meetings to discuss financial strategies with clients.
- Provided comprehensive advice on investments, improving portfolio performance.
- Communicated effectively about complex financial matters, benefiting clients' understanding.
- Conducted thorough market research to inform investment strategies.
- Drafted clear and concise reports on financial trends and forecasts.
- Developed effective client relationships by providing exceptional customer service.
- Assisted clients with planning for and funding retirements using various types of investments.
- Completed regular and ongoing reviews of client portfolios and created targeted, success-orientated advice.
- Created lifelong, sustainable strategies for client wealth management.
Supervisor
Miri District Office
Miri
2020.09 - 2020.10
- Penyelia Daerah Banci 086 (Contract) for the Population and Housing Census 2020 project.
- Managed Penyelia and Pembanci’s salary and claims.
Admin Assistant
Melinau Machinery Sdn. Bhd
Miri
2019.09 - 2020.04
- Ensured efficient travel arrangements for staff including booking flights and accommodations.
- Performed bookkeeping tasks, including invoicing and expense tracking.
- Assisted in the preparation of regularly scheduled reports for upper management review.
- Submitted timely reports which provided critical updates on various projects.
- Initiated purchase orders for office supplies ensuring cost-effective procurement.
- Expedited document filing system with a new, organised method.
- Facilitated internal communication.
- Streamlined administrative processes for increased efficiency in the workplace.
- Handled sensitive information discreetly maintaining high level confidentiality at all times.
- Handled incoming calls for staff, answering questions, directing calls and documenting messages.
Internship
Social Security Organization (SOCSO)
Kuching, Miri
2018.08 - 2018.12
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Increased customer satisfaction by resolving issues.
- Used Microsoft Word and other software tools to create documents and clear communications.
- Oversaw daily operations to achieve high productivity levels.
- Streamlined filing system, enhancing office efficiency.
- Handled incoming calls and emails, ensuring prompt response.
- Facilitated smooth operations within the department through organised file management and data entry tasks.
Clerk Cum Cashier
Azeet Efes
Miri
2012.01 - 2018.01
- Handled telephone calls professionally, resulting in positive customer feedback.
- Undertook general clerical duties including photocopying and scanning; kept the workflow steady and uninterrupted.
- Compiled reports which assisted management in decision making.
- Took initiative in restocking shelves during downtime, enhancing product availability.
- Handled high volumes of transactions during holiday seasons efficiently.
- Demonstrated patience while dealing with difficult customers, maintaining professionalism.
- Greeted each customer warmly, creating a friendly shopping environment.
- Trained new cashiers on store policies and procedures to maintain standards.
- Kept up-to-date with store promotions to provide accurate information to customers.
- Handled returns and exchanges following company policies, resulting in satisfied customers.
Education
Master In Management - Business
Open University Malaysia (OUM)
Miri 2020.01 - 2024.09
Bachelor in Office System Management (Hons.) - Business
Universiti Teknologi Mara (UiTM)
Kuching 2016.01 - 2018.12
Sijil Tinggi Pelajaran Malaysia -
SMK Lutong
Miri 2013.01 - 2014.12
Sijil Pelajaran Malaysia -
SMK Lutong
Miri 2008.01 - 2012.12
Skills
- Office software expertise
- Spreadsheet analysis
- Data organization
- Negotiation tactics
- Marketing expertise
Certification
- Takaful Basic Examination (TBE)
- Pre-Contract Examination (PCE)
- Certificate Examination in Investment-Linked Life Insurance (CEILI)
LANGUAGES
Malay
Fluent
English
Fluent
Mandarin
Upper intermediate
Iban
Fluent
References
References available upon request.
CURRICULAR PARTICIPATIONS
- Universiti Teknologi Mara Kem Bina Semangat Osys
2016 - 2017
Participant
- “Seminar of Human Resource Development ‘The Secret of a Great Leader’ 2016 - 2017
Organizer
- “Program Khidmat Masyarakat bersama Osys”
2012 - 2014
Participant
- SMK Lutong “Program Hari Sukan Osys” Committee activity
2012 - 2014
Participant
- Persatuan Pengakap
2008 - 2011
Vice President
- Olahraga and Persatuan Pengakap
2012 - 2014
Committee Member
Timeline
SME Business Wealth Manager
Alliance Bank Malaysia Berhad
2026.01 - 2026.03
Relationship Manager
Affin Bank Berhad
2023.06 - 2026.01
Financial Services Consultant (FSC)
CIMB Bank Berhad
2021.05 - 2022.09
Supervisor
Miri District Office
2020.09 - 2020.10
Master In Management - Business
Open University Malaysia (OUM)
2020.01 - 2024.09
Admin Assistant
Melinau Machinery Sdn. Bhd
2019.09 - 2020.04
Internship
Social Security Organization (SOCSO)
2018.08 - 2018.12
Bachelor in Office System Management (Hons.) - Business
Universiti Teknologi Mara (UiTM)
2016.01 - 2018.12
Sijil Tinggi Pelajaran Malaysia -
SMK Lutong
2013.01 - 2014.12
Clerk Cum Cashier
Azeet Efes
2012.01 - 2018.01
Sijil Pelajaran Malaysia -
SMK Lutong
2008.01 - 2012.12