Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Real Estate Agent
The Roof Realty Sdn. Bhd.
10.2022 - Current
Negotiated, facilitated, and managed real estate transactions.
Communicated with clients to understand property needs and preferences.
Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Advised clients on market conditions and property value for informed decision-making.
Assisted first-time homebuyers in navigating the complex real estate process, guiding them from pre-approval to closing.
Advertised client properties through websites, social media, and real estate guides.
Maintained connections with clients to encourage repeat business and referrals.
Presented purchase offers to sellers for consideration.
Conducted comprehensive market research to provide clients with accurate information on current trends and pricing strategies.
Liaised between buyers and sellers to provide positive experiences for both parties.
Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
Personal Assistant
Tee Kok Wah Realty S/B. & Lian Hoe Realty S/B.
07.2018 - 09.2022
To assist Managing Director pertaining to companies real estate development projects and real estate management of properties. To liaise with contractors, consultants, local authorities, town council, lawyers, auditors and company secretary to ensure company goals are meet.
Attended meetings, took notes and tracked action items.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Managed correspondence on behalf of the Managing Director, drafting professional emails and letters to clients, vendors, and other stakeholders.
Collaborated closely with various department heads to support cross-functional initiatives leading towards overall company objectives.
Provided regular updates on ongoing projects keeping the Managing Director well-informed about progress and potential challenges.
Supported the Managing Director in decision-making processes by researching topics and providing relevant information.
Prepared comprehensive presentations for meetings with key stakeholders using PowerPoint or other visual aids.
Assisted with budget management by tracking expenses, processing invoices, and generating financial reports.
Maintained a well-organized filing system allowing easy access to important documents when needed.
Developed strong relationships with clients by providing exceptional customer service during phone calls, emails, or face-to-face interactions.
Facilitated communication between departments to ensure smooth workflow and timely completion of projects.
Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
Accomplished project deadlines by assisting with task completion whenever required.
Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation.
Dealer Representative, Private Client Services
Maybank Investment Bank
02.2017 - 06.2018
Deal and execute orders for Private Client Services Clients.
Service client with market information, recommendations, trades update.
Provide support to trading needs of clients online and offline.
Provide support to customers on settlement needs, IPO, SMF applications.
Support Private Client Services team and other Maybank Kim Eng's needs.
Dealing Performance (Accurate trade executions,fast to react,high accountability and client servicing)
High Nett Worth Client Servicing (Client coverage plan,marketing contents,trading ideas and solutions to issues.
Dealing Administrative (Trade confirmation, reminders on corporate actions, settlements and payments, client KYC updates and email, research distributions).
Collaborated with management to develop strategies for optimizing dealer performance and improving overall operational efficiency.
Bank Executive
Hong Leong Bank Berhad
12.2016 - 02.2017
MACH@WORK Division / Virtual Sales Team
Personal Loan Specialist
Generic Personal Financing (Islamic & Conventional)
Fixed Installment Loan (Businessman Loan)
Personal Loan Debt Consolidation
Sales orientated job position.
Solicit leads via referrals and cold call for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
Actively cross selling Banking/Financial product and facility.
Evaluate and propose credit applications diligently.
Build rapport and relationship with customers to establish loyalty and repeated sales and increase product holding.
Providing excellent customer service and uphold professionalism
Continuous improvement in product knowledge, selling skills, and market research.
Comply to statutory requirement and sales compliance in relation to FSA,KYC,AMLA and relevant internal policies and procedures and sales compliance.
Strong teamwork and working relationship with colleagues.
Dealer Representative
Malacca Securities Sdn. Bhd.
04.2016 - 08.2016
Acquisitions of new clients and execute trades.
Market company’s product and services to existing and potential clients.
To accept and execute orders accordingly to the client’s instructions to purchase and sell shares.
Marketing, dealing, executing for retail, corporate, institutional, foreign clients and inter-broker trades.
Shall at all times comply to the rules and regulations as set out by Security Commission, Bursa Malaysia and Bank Negara Malaysia and any governing bodies relevant to the stockbroking industry.
Networking and build up new clientele.
Enhanced customer satisfaction by providing personalized assistance and tailored recommendations.
Education
Bachelor of Arts - Finance
University of South Australia
Adelaide, South Australia
04.2001 -
Certificate in Foundation in Business With Merit - Business
Taylor's University
Subang Jaya, Selangor, Malaysia
04.2001 -
Skills
Loan Origination
Timeline
Real Estate Agent
The Roof Realty Sdn. Bhd.
10.2022 - Current
Personal Assistant
Tee Kok Wah Realty S/B. & Lian Hoe Realty S/B.
07.2018 - 09.2022
Dealer Representative, Private Client Services
Maybank Investment Bank
02.2017 - 06.2018
Bank Executive
Hong Leong Bank Berhad
12.2016 - 02.2017
Dealer Representative
Malacca Securities Sdn. Bhd.
04.2016 - 08.2016
Bachelor of Arts - Finance
University of South Australia
04.2001 -
Certificate in Foundation in Business With Merit - Business
Taylor's University
04.2001 -
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Chan Wan LeChan Wan Le
Senior Negotiator at The Roof Realty Sdn BhdSenior Negotiator at The Roof Realty Sdn Bhd