Jarrel Wong
Kuala Lumpur
Summary
Dynamic professional with a strong foundation in banca and investment knowledge, complemented by exceptional skills in target orientation, team collaboration, and problem solving. Adept at time management and organisation, ensuring efficient reporting and documentation. Proficient in Microsoft Office software, driving effective communication and data analysis. Committed to leveraging expertise to achieve strategic goals within the financial sector.
Overview
4
4
Languages
1
1
Certification
9
9
years of professional experience
Work history
Personal Banker Manager
UOB BANK (M) BERHAD
Kuala Lumpur
2023.03 - 2026.07
- Source, attract, and onboard new clients through networking, referrals, walk-ins, and marketing activities.
- Manage and grow a portfolio of high-value customers, ensuring long-term client retention.
- Identify opportunities to increase wallet share through cross-selling and up-selling of banking products.
- Conduct detailed financial needs analysis for clients, covering savings, lending, protection, and investments.
- Recommend tailored financial solutions such as loans, credit cards, insurance, unit trusts, deposits, and wealth products.
- Provide expert advice on financial planning, risk management, and wealth accumulation strategies.
- Achieve monthly and quarterly sales targets for bank products.
- Participate in branch campaigns, community events, and business engagement activities to drive revenue.
- Monitor performance of client accounts to identify sales opportunities.
Personal Banker
RHB Bank Berhad
Kuala Lumpur
2022.03 - 2023.02
- Build and maintain strong long-term relationships with individual customers.
- Assess customers’ financial goals and recommend suitable products such as savings accounts, fixed deposits, credit cards, personal loans, insurance, and investment solutions.
- Educate customers on financial products, risks, benefits, and bank policies to support informed decisions.
- Meet monthly and quarterly sales targets for banking products.
- Proactively identify opportunities to cross-sell or up-sell financial solutions.
- Participate in sales campaigns and promotional activities to attract new customers.
Management Trainee
Haidilao Malaysia
Selangor
2020.03 - 2022.02
- Oversee day-to-day attendance management for HQ and outlet staff, including attendance record verification, late/early leave/leave management, and overtime (OT) statistics.
- Support recruitment activities including posting job advertisements, screening resumes, and arranging interviews for HQ and outlet positions.
- Coordinate with department/outlet heads on manpower requirements and support new employee onboarding.
- Manage the company's official seal (company chop) usage and documentation approval process, ensuring proper registration and safekeeping.
Associate Financial Planner
IPPFA Sdn Bhd
Kota Damansara, Selangor
2019.02 - 2020.01
- Provided financial planning services including wealth protection, accumulation, and management.
- Conducted client meetings, diagnosed financial needs, and presented tailored financial plans.
- Performed investment research and market analysis to support client decisions.
- Drove sales activities, met targets, and gained managerial exposure.
- Pursued professional growth through Certified Financial Planning coursework.
Business Development Associate
UBF Maintenance Sdn Bhd
Kemaman, Terengganu
2017.03 - 2019.01
- Developed business opportunities with international clients from China, Korea, Japan, Philippines, Myanmar, Vietnam, and more.
- Built and maintained strong relationships with existing clients.
- Conducted product/service pitching and initiated meetings with new prospects via phone and email.
- Supported daily operations and assisted in training junior team members.
- Planned and executed marketing initiatives to drive business growth.
Education
Bachelor of Arts - Hospitality
Cesar Ritz Colleges
SwitzerlandHigher National Diploma - Hospitality
Berjaya University College of Hospitality
Kuala LumpurSkills
- Target Oriented
- Team Collaboration
- Time Management & Organization
- Problem Solving
- Reporting & Documentation
- Banca and Investment Knowledge
- Microsoft Office Software
Certification
- UOB Unsung Hero Award 2025 - winner
- Service Excellence Award 2025 – Shortlisted
Languages
English
Mandarin
Cantonese
Bahasa Melayu
REFERENCES
Lydia, Tiong Chai Yii, lydiachaiyii.tiong@uob.com.my, 018-918 1398, UOB BANK (M) BERHAD
HOBBIES & INTERESTS
Golfing, Reading, Investment, watching food-industry documentaries, Learning from public figures
Timeline
Personal Banker Manager
UOB BANK (M) BERHAD
2023.03 - 2026.07
Personal Banker
RHB Bank Berhad
2022.03 - 2023.02
Management Trainee
Haidilao Malaysia
2020.03 - 2022.02
Associate Financial Planner
IPPFA Sdn Bhd
2019.02 - 2020.01
Business Development Associate
UBF Maintenance Sdn Bhd
2017.03 - 2019.01
Higher National Diploma - Hospitality
Berjaya University College of Hospitality
Bachelor of Arts - Hospitality
Cesar Ritz Colleges