AutoCAD
Cheng Sheng Tat
Architect, Financial Consultant
Kuala Lumpur
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
3
3
years of post-secondary education
4
4
Languages
Work History
Senior Consultant
SBH Corporate Group
Kuala Lumpur , Wilayah Persekutuan Kuala Lumpur
01.2022 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Delivered strategic investment advice for individual and corporate clients.
- Performed due diligence and valuation processes.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Kept client financial plans optimized for current market trends and economic conditions.
- Expanded customer base through community outreach and strategic business partnerships.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Resolved problems, improved operations and provided exceptional service.
Architect
Akitek Ding Poi Kooi
Ipoh, Perak
08.2013 - 09.2021
- Consulted with clients to determine functional and spatial requirements of new structure.
- Devised overall strategy for documentation and identified as-built designs and final building information models (BIM).
- Created, printed and modified drawings in AutoCAD and Revit.
- Prepared detailed fee estimates used to coordinate with architect-engineering firms for design services.
- Maintained quality control standards and procedures for accurate and precise measurements, illustrations and documentation.
- Reviewed technical drawings developed by CAD technicians and drafters.
- Verified construction documentation to meet client requirements and vision.
- Attended team meetings to resolve technical and project issues and review project schedules.
- Reviewed contractor proposals to determine favorable partnerships for on-time and under-budget project completion.
- Researched materials to determine appropriate selection for projects.
- Filed construction permits to receive approval from local municipalities.
- Evaluated project requirements to identify and mitigate risks.
- Completed comprehensive code compliance evaluations to scrutinize projects against established architectural criteria.
- Monitored and analyzed project costs and resource allocation to mitigate overages.
- Researched zoning laws and building codes to verify conformance with regulatory agencies.
- Communicated with vendors and contractors to incorporate input into project designs.
- Coordinated with clients, consultants and contractors during construction bidding.
Education
Bachelor of Science - Architecture
Universiti Kebangsaan Malaysia
Bangi, Selangor 07.2010 - 06.2013
Skills
Loans
undefinedAccomplishments
SBH Corporate Group ,
- Promoted to Senior Consultant after achieved RM300K sales collection within 3 months.
Arkitek Ding Poi Kooi ,
- Collaborated with team of BP and Petron in the development of petrol stations in Kampar for Kar Sin Berhad.
- Collaborated with team of Shell in the development of petrol station for Dato Koh Mi.
- Collaborated with team of YNH property in the development of 10-storeys apartment in Taman Sejati, Manjung.
- Collaborated with team of Kar Sin Berhad in the development of Billion Hypermarket in Sitiawan.
- Collaborated with team of DKLS and HDA in the development of few residential and commercial buildings in Ipoh, Cameron and Manjung area.
- Collaborated with team of Harta Bahagia Berhad in the development of residential scheme in Taiping。
Software
Sketchup
Vray
Adobe Photoshop
Adobe Illustrator
Lumion
Microsoft Office
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Opportunities Don't happen.You create them.
Chris Grosser
Timeline
Senior Consultant
SBH Corporate Group
01.2022 - Current
Architect
Akitek Ding Poi Kooi
08.2013 - 09.2021
Bachelor of Science - Architecture
Universiti Kebangsaan Malaysia
07.2010 - 06.2013
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