HAFIZ RAHMAN
Summary
Strategic-thinking individual with a proven track record of transforming underperforming organizations into top revenue producers. Known for engaging and pleasant personality, excels in building and enhancing customer relationships. Expertise in improving customer satisfaction and loyalty consistently drives business growth and exceeds organizational goals.
Overview
7
7
years of professional experience
2
2
years of post-secondary education
5
5
Certifications
4
4
Languages
Work History
Private Wealth Director
CIMB Bank Berhad
03.2023 - Current
- Successfully acquired and managed a portfolio of high-net-worth clients, fostering strong and lasting relationships
- Designed and managed diversified investment portfolios, consistently outperforming market benchmarks
- Stayed abreast of market trends, proactively adjusting portfolios to capitalize on investment opportunities
- Worked collaboratively with tax advisors, legal experts, and investment analysts to deliver holistic financial solutions
- Ensured strict adherence to regulatory requirements, maintaining a record of zero compliance violations
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Leveraged data analytics insights for informed decision-making in critical areas such as sales forecasting, budgeting, or personnel management.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Senior Relationship Manager
RHB Bank Berhad
03.2019 - 10.2023
- Performing KYC/CDD/EDD/PEP to high net-worth customer and affluent customer.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
Audit Associate
KPMG PLT LTE
02.2018 - 01.2019
- Prepared working papers, reports and supporting documentation for audit findings.
- Evaluated financial statements, identifying discrepancies and providing recommendations for corrective action.
- Performed auditing work in accordance with rigorous auditing standards and principles.
- Mentored junior staff members, sharing industry knowledge and best practices for successful audits.
- Performed strategic planning, execution and finalization of audits.
- Prepared comprehensive audit reports, detailing findings and presenting recommendations for improvement.
- Assisted in the preparation of financial statement disclosures in accordance with applicable accounting standards.
Education
Master - Forensic Accounting and Financial Criminology
University Teknologi Mara
03.2020 - 03.2022
Bachelor of Accountancy - Minor in Finance
International Islamic University Malaysia
2015.06 - 2019.11
Skills
Problem-solving
Project management
People management
Strategic planning
Relationship building
Verbal and written communication
Certification
Pre-Contract Examination (PCEIA)
Accomplishments
- Million Dollar Club achiever year 2021, 2022 and 2023.
- Investment Sales championship on year 2021 and 2022
- Top 10 performer nationwide for 3 consecutive years in RHB Bank Berhad.
- Board Member of Bachelor of Accounting Council, IIUM
- Emcee for various professional talk events.
- MICPA Networking Session Committee.
Timeline
Private Wealth Director
CIMB Bank Berhad
03.2023 - Current
Master - Forensic Accounting and Financial Criminology
University Teknologi Mara
03.2020 - 03.2022
Senior Relationship Manager
RHB Bank Berhad
03.2019 - 10.2023
Audit Associate
KPMG PLT LTE
02.2018 - 01.2019
Bachelor of Accountancy - Minor in Finance
International Islamic University Malaysia
2015.06 - 2019.11
Pre-Contract Examination (PCEIA)
Certificate Examination In Investment (CEILI)
Takaful Basic Examination (TBE)
Investor Protection Professional Certification (IPPC)
Federation of Investment Managers Malaysia (FIMM)
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