BRIAN PANG
PRIVATE BANKER
KUALA LUMPUR
Summary
Accomplished sales management professional with 19 years of experience. Success in delivering sustainable revenue and profit gains in competitive markets. Well-versed in sales & advisory roles for HNW clients.
Overview
18
18
years of professional experience
3
3
Certifications
5
5
Languages
Work History
CENTER MANAGER
MAYBANK
05.2025 - Current
- Developed and maintained strong relationships with key stakeholders, ensuring smooth communication and collaboration across departments.
- Promoted a culture of teamwork through effective leadership, open communication channels, and regular team-building activities.
- Established performance metrics and conducted regular evaluations to identify areas for improvement and drive continuous growth.
- Collaborated closely with other department managers to align goals, share knowledge, and boost overall center performance
- Oversaw the recruitment, hiring, and onboarding processes to ensure a skilled workforce capable of meeting center objectives.
- Cultivated supportive and inclusive environment, enabling staff to thrive and deliver exceptional service to clients.
- Developed and implemented marketing strategies to attract new clients and retain existing ones.
- Trained and guided team members to maintain high productivity and performance metric
CLIENT ADVISOR, PRIVATE WEALTH
MAYBANK
01.2017 - 05.2025
- Business Development - network and identify potential new HNW clients.
- Advisory and Client Consultation - to understand and provide advisory services to meet clients' financial needs and goals.
- Account Management - to ensure clients' accounts are well and prudently managed in wealth growth journey.
- Research Investment Options - be well informed of market condition, work closely with the investment team to determine strategy to meet clients' financial goals.
- Excelled in meeting sales targets, contributing significantly to the overall success of the team.
- Demonstrated adaptability by quickly learning new systems (Avaloq System), tools, and products as necessary for the job.
INVESTMENT CONSULTANT
MAYBANK
03.2014 - 12.2016
- Responsible for the overall growth of Investment & Segmentation business.
- Provide Product training & development to the sales team.
- Perform joint sales activities with the goal of building stronger consulting capabilities of the sales team.
- Active involvement alongside various sales channels in client prospecting, relationship building and new business pitches.
- Represent Department to speak on specific business topics at appropriate client forums.
REGIONAL SALES MANAGER
AMINVESTMENT SERVICES
10.2010 - 01.2014
- Manage key IUTA accounts (local & foreign banks).
- Distribute comprehensive investment solutions to IUTA clients.
- Provide regular product and market update to IUTA business partners.
- Collaborate, formulate and implement marketing activities (client talks/investment seminar) to target groups to build brand and product awareness.
MANAGER
HWANG-DBS INVESTMENT MANAGEMENT
07.2007 - 09.2010
- Provide excellent services and assistance to IUTA sales and marketing team.
- Work closely with internal & external parties for launching of new products.
- Implement & execute promotion & marketing activities.
- Prepare marketing materials, arrange client talks and investment seminars in conjunction with other sales activities.
Education
Bachelor of Arts - Business Administration And Management
University of Hull
UK08.2001
Skills
- Sales management
- Account management
- Staff development
- Interdepartmental collaboration
- Relationship building
- Customer retention
- Teamwork and collaboration
- Financial reporting
- Business development
- Problem-solving
Certification
IPPC, FIMM, PRS, PCEIA, CEILLI
Timeline
CENTER MANAGER
MAYBANK
05.2025 - Current
CLIENT ADVISOR, PRIVATE WEALTH
MAYBANK
01.2017 - 05.2025
INVESTMENT CONSULTANT
MAYBANK
03.2014 - 12.2016
REGIONAL SALES MANAGER
AMINVESTMENT SERVICES
10.2010 - 01.2014
MANAGER
HWANG-DBS INVESTMENT MANAGEMENT
07.2007 - 09.2010
Bachelor of Arts - Business Administration And Management
University of Hull
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