Summary
Overview
Work History
Education
Skills
Part Time Experience
Personal Information
Characteristic
Timeline
Generic
Chan Thiam Yong

Chan Thiam Yong

Personal Banker Wealth
Johor Bahru, Johor

Summary

Banking and Insurance experience around 7 years. Build rapport with client and assist client wealth accumulation. Understand banking line knowledge such as Investment, Banca, FD rate, Mortgage rate, opening saving account, E-Banking and Personal loan and Hire Purchase. Have knowledge about life protection, medical card, investment-link insurance and so on. Strong communication with customer and understand the customer needs. Management skill with handle whole outlet. Well planning and precise characteristics to achieve the target.

Overview

10
10
years of professional experience
9
9
years of post-secondary education
3
3
Languages

Work History

Personal Banker Wealth

RHB Bank
01.2023 - Current
  • Build Relationship with customer and servicing own client.
  • Assist Wealth accumulation to client.
  • Generated new business to client based on customer needs.
  • Core Product knowledge as Banca Conventional and Islamic, Unit Trust, ASNVP, General Insurance.


Acheivement:

  • Regional Top Rookie 1st Half FY2023
  • Regional Top Banca Improvement 1st Half FY2023.
  • Regional Top Credit Card FY2023
  • Nationwide Top 15 PBW BSC FY2023.

Property Agent

The Roof Realty
08.2021 - 12.2022
  • Assisting seller and buyer in marketing and purchasing
  • Helping Seller estimate the property value
  • Assisting customer find the most suitable property
  • Assisting Owner and Tenant for rented house
  • Understand the social media advertisement for find more customer
  • Submit daily report to leader.

Outsource Loan Consultant

MyAdvisory, KSL Elite
08.2020 - 07.2021
  • Corporate with Property Agency Agent for collect customer to submit mortgage loan
  • Filter the customer profile and provide advice to customer for better decision
  • Daily update to agency agent for customer new status
  • Closing MLTA plan which is Protection Plan to customer when loan approved

Acheivement:

  • A2CC

Bancassurance Consultant

Hong Leong Assurance
11.2016 - 07.2020
  • Assist customer to doing E-Banking, provide latest FD rates, or assist customer opening Junior account for more understand customer that can provide suitable insurance plan to customer
  • Cool calling to FD customer
  • Get referral from exist customer
  • After servicing for current branch customer.


Achievement:

  • Fast Start Achievement, Bangkok Trip.
  • Outstanding Achievement on August 2017 with production RM100300.00
  • Outstanding achievement on October 2017 with production RM87655.00

Supervisor (PIC)

Sakae Sushi
07.2014 - 10.2016
  • Provide servicing, manage staff work and handling customer
  • Every week scheduling staff working time
  • Every month doing payroll to staff for counting staff salary
  • Every week ordering stock for outlet use such as kitchen stuff service stuff
  • Understand outlet latest promotion.

Education

Diploma of Business Administration -

Nilai University
Nilai, Negeri Sembilan
03.2021 - 03.2024

High School Diploma -

SMK KAHANG
KLUANG, JOHOR
01.2005 - 12.2010

Skills

Wealth Management

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Part Time Experience

01/01/11, 04/01/11, Wong Kok Char Chan Teng KSL City Mall, Cashier

Personal Information

  • Ethnicity: Chinese
  • Date of Birth: 06/11/93
  • Gender: Male
  • Nationality: Malaysian

Characteristic

I am friendly, reliable and like to communication with people.

Timeline

Personal Banker Wealth

RHB Bank
01.2023 - Current

Property Agent

The Roof Realty
08.2021 - 12.2022

Diploma of Business Administration -

Nilai University
03.2021 - 03.2024

Outsource Loan Consultant

MyAdvisory, KSL Elite
08.2020 - 07.2021

Bancassurance Consultant

Hong Leong Assurance
11.2016 - 07.2020

Supervisor (PIC)

Sakae Sushi
07.2014 - 10.2016

High School Diploma -

SMK KAHANG
01.2005 - 12.2010
Chan Thiam YongPersonal Banker Wealth