Chen Wei To
Unit Trust Consultant
Subang Jaya
Summary
Dynamic professional with a proven track record in portfolio management and exceptional sales skills. Excelled in providing personalized financial advice, boosting client satisfaction, and ensuring compliance with regulatory standards.
Overview
5
5
years of professional experience
Work History
Unit Trust & PRS Consultant
Public Mutual Berhad
07.2022 - Current
- First Runner Up (2024) - Top New UTC
- Promote to Agency Supervisor (2024)
- Maintained up-to-date knowledge of industry trends, regulatory changes, and investment products to better serve clients'' needs.
- Boosted client satisfaction by providing personalized financial advice and investment recommendations.
- Provided exceptional customer service, promptly addressing client inquiries and resolving any concerns or issues.
- Educated clients about various investment options available within unit trusts, empowering them to make confident decisions regarding their finances.
- Strengthened compliance with regulatory requirements through diligent record-keeping and adherence to company policies and procedures.
Project Engineer
Apeq Process Sdn Bhd
02.2020 - 02.2023
- Provided technical expertise throughout all phases of the project, ensuring accurate execution of designs and specifications.
- Maintained records for each project and engineering discipline.
- Ensured quality control for all aspects of the project, reducing defects and rework.
- Coordinated cross-functional teams, fostering collaboration to achieve project goals.
Education
Certified Financial Planner (Studying) - Financial Planning
Universiti Tunku Abdul Rahman (UTAR)
Selangor 04.2001 -
Bachelor of Chemical Engineering - Chemical Engineering
Universiti Tunku Abdul Rahman
Selangor 04.2001 -
Skills
Retirement planning
Portfolio management
Asset allocation
Sales skills
Timeline
Unit Trust & PRS Consultant
Public Mutual Berhad
07.2022 - Current
Project Engineer
Apeq Process Sdn Bhd
02.2020 - 02.2023
Certified Financial Planner (Studying) - Financial Planning
Universiti Tunku Abdul Rahman (UTAR)
04.2001 -
Bachelor of Chemical Engineering - Chemical Engineering
Universiti Tunku Abdul Rahman
04.2001 -
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