Summary
Overview
Work History
Education
Skills
Certificationsandachievements
Professionallyassociatedwith
Languages
References
Interests
www.adcwealthresources.com
Timeline
Generic
Dr.Donald De Rozario

Dr.Donald De Rozario

Financial Planner / Wealth Manager
Puchong, Selangor

Summary

Dr. Donald Charles De Rozario is a highly experienced financial professional with over 37 years of expertise in insurance planning, risk management, and wealth management. Currently serving as the Director & CEO of Citadel Capital Sdn. Bhd., Dr. Donald has successfully led initiatives in Wills & Trust Planning, wealth protection, creation, accumulation, preservation, and distribution, managing significant assets and a diverse client base.

Overview

38
38
years of professional experience

Work History

Various Roles

Allianz Life Insurance Malaysia Berhad
01.2001 - Current
  • Achieved top direct group nationwide in the Agency Manager category
  • Attained Million Dollar Round Table (MDRT) status in 2001
  • Designed a financial planning booklet for client requirements.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Worked well in a team setting, providing support and guidance.
  • Passionate about learning and committed to continual improvement.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Strengthened communication skills through regular interactions with others.
  • Organized and detail-oriented with a strong work ethic.
  • Resolved problems, improved operations and provided exceptional service.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.

Director & Chief Executive Officer

Citadel Capital Sdn. Bhd.
1 2024 - Current
  • Introduced Wills & Trust Planning advisory services, including Private Trust, Insurance Trust, Business Trust, and more
  • Managed assets under management of almost RM1 billion
  • Developed Inheritance Planning services for various client classes
  • Manages a team of Financial Planners & Financial Advisers in providing comprehensive wealth management services.
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Improved project efficiency with strategic planning, resource allocation, and time management practices.
  • Worked closely with organizational leadership and board of directors to guide operational strategy.
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
  • Formed strategic partnerships and connected with potential clients to drive business development.
  • Monitored office workflow and administrative processes to keep operations running smoothly.
  • Facilitated cross-functional collaboration for improved decision-making processes within the organization.
  • Assisted with sales and marketing strategies to foster achievement of revenue goals.
  • Monitored and coordinated workflows to optimize resources.
  • Managed daily operations while overseeing multiple locations to foster increased productivity.
  • Evaluated employee performance objectively using established metrics, leading to fair compensation adjustments based on meritocracy principles.
  • Drove business expansion by identifying new markets, conducting research, and developing targeted marketing campaigns.
  • Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
  • Secured key partnerships that contributed to the company''s overall growth strategy and market reach.
  • Established departmental performance goals and provided feedback for underperforming areas.
  • Spearheaded successful product launches that resulted in increased brand visibility and customer acquisition.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Assisted in recruiting, hiring and training of team members.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Established key strategic partnerships with industry leaders to enhance business development opportunities.
  • Addressed employee and managerial concerns and implemented corrective actions to promote compliance.
  • Spearheaded product innovation efforts, bringing new products to market faster than competitors while maintaining quality standards.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Enhanced sales performance through strategic planning initiatives, targeted training programs, and effective incentive structures for sales teams.
  • Established foundational processes for business operations.
  • Directed market expansions to propel business forward, meet changing customer needs.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Cultivated company-wide culture of innovation and collaboration.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Oversaw divisional marketing, advertising and new product development.
  • Created succession plans to provide continuity of operations during leadership transitions.

Partner

Holborn Assets Ltd
01.2023 - Current
  • Appointed as a partner by an international headhunting company
  • Provides offshore advisory services and solutions
  • Contributed to managing over $2 billion in assets for more than 20,000 clients globally.

Licensed Financial Planner

YES Financial Sdn. Bhd.
01.2021 - 01.2023
  • Led a team of 15 Financial Planners & Advisers
  • Collaborated with platforms and providers like Phillip Capital, I-fast Capital, and Kenanga Investors.

Group Chief Sales & Distribution Officer

RKG Group of Companies
01.2020 - 01.2022
  • Provided global wealth advisory services to high-net-worth and affluent clients.

Associate Director

Axcelink Wealth Advisory Sdn. Bhd.
01.2012 - 01.2018
  • Offered comprehensive financial planning services
  • Charged fees for modular planning ranging from RM500-RM5,000.

Licensed Financial Planner

Standard Financial Planner Sdn. Bhd.
01.2010 - 01.2012
  • Provided financial planning services in investment, retirement, education, insurance, estate, and comprehensive financial planning.

Licensed Financial Planner

CIMB Wealth Advisors Berhad
01.2007 - 01.2010
  • Joined the Financial Planning arm Financial Care Centre of CIMB Wealth Advisors Berhad after being headhunted.

Executive Director

A.D. Capital Sdn Bhd.
01.2003 - 01.2005
  • Developed and implemented financial planning strategies.
  • Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
  • Managed a diverse team of professionals, fostering a collaborative work environment for increased productivity.
  • Developed and implemented organizational strategies to achieve set goals and objectives and secured long-term success.
  • Set organizational goals and objectives to guide and direct company focus and achieve mission fulfillment.
  • Oversaw financial management, ensuring fiscal responsibility and long-term sustainability for the organization.
  • Implemented innovative marketing strategies to raise brand awareness and drive revenue growth.
  • Managed financial, operational and human resources to optimize business performance.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Monitored key business risks and established risk management procedures.
  • Created succession plans to provide continuity of operations during leadership transitions.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.

Chief Strategy Officer

EJC Group of Companies
01.2015 - 06.2015
  • Led cross-functional teams for successful implementation of strategic initiatives, resulting in increased revenues and market share.
  • Enhanced internal communication channels by implementing transparent reporting systems, fostering a culture of collaboration and innovation.
  • Analyzed customer data and global trends to predict future market demands, driving product innovation and development efforts accordingly.
  • Championed corporate social responsibility initiatives that aligned with company values while positively impacting local communities.
  • Initiated talent acquisition strategies that attracted top-tier candidates from diverse backgrounds, strengthening the overall skill set of the organization.
  • Secured strategic partnerships with external organizations, expanding company''s reach and enhancing brand reputation within the industry.
  • Coached direct reports on leadership skills development, contributing to their professional growth within the organization.
  • Identified new business opportunities through extensive market research, increasing company''s product portfolio and customer base.
  • Implemented change management initiatives during organizational restructuring, ensuring smooth transition and minimum disruption to ongoing operations.

Education

Skills

Wealth Management

Certificationsandachievements

  • Certified trainer in Professional Patterns of Selling with Allianz Life
  • Achieved National Top Producer club in wealth management
  • Regular speaker and trainer in wealth management, financial planning, and personal development

Professionallyassociatedwith

  • Financial Planning Association of Malaysia in Financial Planning
  • Malaysian Financial Planning Council in Financial Planning
  • UBB Amanah Berhad in Wills & Trust Planning
  • Pacific Trustees Berhad in Wills & Trust Planning

Languages

English
Bahasa Malayia

References

Available upon request

Interests

Religion, sports, music

www.adcwealthresources.com

ADC Wealth Resources Sdn Bhd is a company providing Wealth Management advisory ,services and solutions in Wealth Protection, Wealth Creation, Wealth Accumulation, Wealth Preservation & Wealth Distribution.


ADC Wealth Resources was formed in January 2005 and having been servicing 1000 over clients in Wealth Management advisory,service & solutions.     

Timeline

Partner

Holborn Assets Ltd
01.2023 - Current

Licensed Financial Planner

YES Financial Sdn. Bhd.
01.2021 - 01.2023

Group Chief Sales & Distribution Officer

RKG Group of Companies
01.2020 - 01.2022

Chief Strategy Officer

EJC Group of Companies
01.2015 - 06.2015

Associate Director

Axcelink Wealth Advisory Sdn. Bhd.
01.2012 - 01.2018

Licensed Financial Planner

Standard Financial Planner Sdn. Bhd.
01.2010 - 01.2012

Licensed Financial Planner

CIMB Wealth Advisors Berhad
01.2007 - 01.2010

Executive Director

A.D. Capital Sdn Bhd.
01.2003 - 01.2005

Various Roles

Allianz Life Insurance Malaysia Berhad
01.2001 - Current

Director & Chief Executive Officer

Citadel Capital Sdn. Bhd.
1 2024 - Current

Similar Profiles

CREATE PROFILE
Dr.Donald De RozarioFinancial Planner / Wealth Manager