Loke Jee Lieh Calvin
Johor Bahru
Summary
Goal-oriented Trader with 10 years of capital market experience in execution of investment trades by different financial products including equities, derivatives and other structure products on multiple exchanges. With outstanding of products knowledge, and in-depth knowledge of trading strategies and systems, leverages big-picture perspective to coordinate and implementing financial strategy to guarantee day-to-day trading and long term investment objectives of clients are met.
Experienced Financial Services Consultant at building vibrant businesses by developing new prospects and managing customer relationships to achieve sales goals. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
14
14
years of professional experience
Skills
- Client Focus
- Stakeholder Management
- Multi-tasking
- Analytical and Critical Thinking
- Dependable and Responsible
- Interpersonal Communication
- Accreditation in SIDC Module 6, 7, 14, 16 (Licensing of dealing in Securities and Derivatives)
Work History
Remisier
RHB Investment Bank Berhad
09.2019 - Current
- Promote and manage key client accounts through direct communication with clients and advising on stock opportunities and market trends, develop financial planning strategies and solutions through evaluation of finances.
- Managing over 500 of clientele on hand and successfully achieved a peak of 1.5mil in daily sales, 33mil in monthly sales, and 160mil in yearly sales.
- Scout market and recommend equities/funds/structured products that may be offered to clients to provide clients with wider array of products that will fir their investment, trading needs.
- Developed comprehensive risk management plans for clients, reducing potential losses while maximizing gains. Create and implement strategic trading approaches.
- Build and deepen productive relationships with prospective and competitive customers to drive sustained growth.
- Educate and work with clients on ROI terms to find accurate solutions.
- Stay up-to-date on key developments in financial markets, competition and regulations, and assess the potential impact of these developments.
- Networking to identify potential new clients and expand geographic territories.
Equities Dealer's Representative
RHB Investment Bank Berhad
10.2013 - 09.2016
- Assist clients in opening of new share trading account and share margin facility.
- Provide accurate and timely trade execution for clients in local and foreign securities.
- Educate clients on the intricacies of futures trading (mainly on Commodity products like
Crude palm oil, Crude Oil), enabling them to make informed decisions about their trading. - Risk management and monitoring of market activities, client's account/margin/trades by adhering to the compliance policies & procedures, as well as the respective regulatory and law's requirements and best practices.
- Collaborate with clients to maintain relationships and provide customers with thorough support and guidance.
- Work closely with internal and external stakeholders and regulators in projects/developments related to business, products, platforms, systems and regulatory requirement.
Executive Officer
Mods Design Sdn Bhd
11.2011 - 12.2011
- Review individual department performance and work with leadership to improve processes, procedures, and practices.
- Establish foundational processes for business operations.
- Handle administrative management, personnel issues and supply requirements for unit.
- Launch new rewards program to identify and celebrate staff performance.
- Assist in company's ISO systems set up to meet ISO standard.
Insurance Sales Advisor
Hong Leong Assurance Bhd
01.2010 - 05.2010
- Seek out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Customize existing insurance programs to suit individual client needs by analyzing specific requirements.
- Provide comprehensive product knowledge and guidance to help clients on product selection.
- Recommend type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Work with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Bachelor of Arts - Business Administration
UCSI University
Malaysia08.2013
High School Diploma -
Foon Yew High School
Malaysia11.2009
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Remisier
RHB Investment Bank Berhad
09.2019 - Current
Equities Dealer's Representative
RHB Investment Bank Berhad
10.2013 - 09.2016
Executive Officer
Mods Design Sdn Bhd
11.2011 - 12.2011
Insurance Sales Advisor
Hong Leong Assurance Bhd
01.2010 - 05.2010
Bachelor of Arts - Business Administration
UCSI University
High School Diploma -
Foon Yew High School
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