Hakima Suliman
Pulau Pinang , Malaysia
Summary
Highly skilled and results-driven financial professional with over 10 years of experience in the banking industry, seeking to leverage expertise in a new and challenging industry. Proven track record in financial analysis, risk management, client relations, and staff leadership. Adept at developing strategies to enhance profitability and create sound portfolios. Exceptional analytical skills and deep industry knowledge. Committed to delivering exceptional service and tailored solutions. Skilled at developing high-performing teams.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Personal Financial Advisor
Malayan Banking Berhad
01.2017 - Current
- Managed a portfolio of accounts, ensuring timely delivery of products/services while maintaining high levels of customer satisfaction.
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios. - Advised clients on tax-efficient investment strategies, optimizing their financial outcomes.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Conducted comprehensive financial assessments for clients, developing personalized financial plans that improved client onboarding efficiency by 30% through streamlined processes.
- Prepared detailed investment proposals and monitored portfolio performance, aligning investment strategies with client objectives and conducting regular portfolio rebalancing.
- Managed daily mutual fund transactions for retail accounts, utilizing data analysis to ensure accurate execution of advisory portfolio rebalancing.
- Stayed informed on market trends and regulatory changes, providing strategic recommendations and designing reallocation plans to align client portfolios with evolving market conditions.
- Assisted clients with loan applications, ensuring compliance with anti-money laundering laws and regulatory requirements through thorough documentation and verification processes.
- Initiated and led digital transformation projects, including the implementation of online banking solutions to enhance client management practices
Key Achievements: - Received multiple awards for exceptional customer service and dedication to client satisfaction.
- Awarded “High Achiever Financial Advisor” of the Year 2021 for outstanding performance and dedication.
- Achieved significant milestones in wealth (RM6,403,335) and insurance (RM627,577), surpassing target by 143% and 116% respectively in FY2023.
- Consistently exceeded annual sales quotas by 100%-120%, showcasing exceptional client relationship management and a strong commitment to financial objectives.
Bank Teller
Malayan Banking Berhad
01.2012 - 01.2017
- Analyzed client inquiries and identified transactional issues, proactively addressing discrepancies to provide optimal solutions, resulting in enhanced customer feedback and satisfaction.
- Executed a range of teller responsibilities, including cash handling, processing customer deposits and withdrawals, managing loan payments, and opening new accounts for both personal and business clients.
- Ensured strict adherence to banking policies and audit protocols, consistently balancing cash drawers daily and upholding high standards of compliance and accuracy.
- Conducted due diligence and document verification, identifying and mitigating risks associated with fraudulent activities, and implementing measures to safeguard financial transactions.
- Utilized analytical skills to evaluate transaction data, identifying trends and insights to support decision-making processes and improve service delivery.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
Key Achievements: - Achieved 100% accuracy rate throughout almost 5 years of cash drawer audits.
- Voted “Teller of the Year” in 2018 for exceptional customer service.
- Recognized for outstanding customer service, receiving a 95% positive rating in customer feedback surveys.
- Helped onboard three new bank tellers, bringing them up to speed with the bank’s rules and policies.:
Education
Master of Business Administration, MBA -
University Tun Abdul Razak
Kuala Lumpur, Malaysia03.2025
Bachelor's of Business Management -
University Science Malaysia
Pulau Pinang , Malaysia11.2023
Diploma in Banking -
University of Science Malaysia
Perlis, Malaysia01.2015
Skills
- Risk Analysis
- Strategic Planning
- Sales Strategy
- Portfolio Analysis
- Financial Analysis
- Market Trend Analysis
- Business Development
- Investment Strategies
- Microsoft Excel
- SQL
- SAP
- IBM SPSS
Languages
Certification
- Certified Business Analysis Professional (CBAP) Specialization, F9G2FV3Z3FM7
- Certified SAP Technology Consultant, BPAB5ZF7CRVS
Timeline
Personal Financial Advisor
Malayan Banking Berhad
01.2017 - Current
Bank Teller
Malayan Banking Berhad
01.2012 - 01.2017
Master of Business Administration, MBA -
University Tun Abdul Razak
Bachelor's of Business Management -
University Science Malaysia
Diploma in Banking -
University of Science Malaysia
- Certified Business Analysis Professional (CBAP) Specialization, F9G2FV3Z3FM7
- Certified SAP Technology Consultant, BPAB5ZF7CRVS
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