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
Financial Planning
Risk Management
Insurance Planning
Inheritance Planning
Trust Services
Public Speaking
Team Leadership
Operations Management
Revenue Growth
Time Management
Financial Management
Employee Training & Development
Staff Management
Strategic Planning
Sales Oversight
Strategic Business Plans
Team Building Leadership
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