DAVID GOH YI LONG
Puchong
Summary
Growth-driven and data-first Operations professional with over 8 years of experience spanning financial services, wealth advisory, and digital asset markets. Proven track record in designing user segmentation models, optimizing user lifecycles (from onboarding to investment and retention), and driving growth campaigns for financial products. Deeply passionate about cryptocurrency ecosystems (Earn, Staking, DeFi yield) and adept at leveraging data analytics and AI to enhance product performance, engagement, and AUM growth. Bilingual in English and Mandarin.
Overview
4
4
Languages
11
11
years of professional experience
Work History
Community Marketing & Operations Lead
Bintang Teliti (M) Sdn Bhd
Puchong
01.2024 - 10.2026
- Spearheaded community marketing initiatives, building and managing engaged WhatsApp and online communities that enhanced brand awareness and supported B2B/B2C sales growth.
- Created and managed cross-channel digital content, analysing engagement metrics to refine community outreach strategies and improve partner acquisition.
- Implemented AI tools for Operations, automating digital marketing content generation and streamlining daily communication workflows to improve team efficiency by significant margins.
- Collaborated with regional dealers to ensure long-term operational growth and consistent product availability in the market.
Financial Services Advisor
Great Eastern
Kuala Lumpur
01.2017 - 01.2025
- Advised high-net-worth clients for over 8 years on asset protection, investment opportunities, and long-term wealth management, enhancing client financial security.
- Conducted comprehensive financial risk assessments, tailoring strategic plans to clients' personal circumstances and asset availability, improving client satisfaction.
- Established and nurtured long-term client relationships, earning the Master Sales Award and ranking among top 88 rookie agents nationwide through effective portfolio management.
Personal & Mobile Banker
Hong Leong Bank & HSBC
Kuala Lumpur / Puchong
11.2015 - 12.2016
- Advised clients on a comprehensive range of financial products, including mortgages, loans, and investment facilities.
- Conducted financial assessments and calculated risks to support informed creditworthiness and investment decisions.
- Managed and resolved complex customer complaints, restoring trust in banking services.
- Grew and maintained client base to maximise revenue.
- Consulted with clients using preferred channels, maintaining customer satisfaction.
Education
Diploma - Business Administration
Taylor's University
Petaling Jaya07-2017
SPM -
SMK Puchong Utama
Puchong01-2013
Skills
- Financial Services
- 8 years in advisory & asset management
- Community Marketing
- Community building & digital engagement
- AI for Operations
- Workflow automation & content generation
- Crypto market research & trends
- Business Development
- Client acquisition & B2B strategy
- Data Analysis
- Risk assessment & performance metrics
LANGUAGES
English: Excellent (Spoken & Written)
Mandarin: Native / Fluent
Cantonese: Fluent
Malay: Professional Working
HOBBIES & INTERESTS
Digital Assets: Tracking cryptocurrency trends and researching Web3 infrastructure., Macroeconomics: Evaluating U.S. & Malaysian stock markets and financial indicators.
Timeline
Community Marketing & Operations Lead
Bintang Teliti (M) Sdn Bhd
01.2024 - 10.2026
Financial Services Advisor
Great Eastern
01.2017 - 01.2025
Personal & Mobile Banker
Hong Leong Bank & HSBC
11.2015 - 12.2016
Diploma - Business Administration
Taylor's University
SPM -
SMK Puchong Utama