Kendrick Lee

1. Financial Planning & Advisory

• Conduct in-depth financial assessments to understand clients goals, risk appetite, and current financial status.
• Develop personalized financial plans covering budgeting, savings, debt management, investments, insurance, and retirement.

2. Investment & Insurance Advisory

• Recommend suitable investment products (e.g., unit trusts, stocks, bonds, PRS) based on risk profile and objectives.
• Advise on life, health, and general insurance coverage to protect clients' assets and income.
• Monitor investment portfolios and provide periodic performance reviews and rebalancing advice.

3. Estate Planning

• Provide guidance on estate planning strategies including wills, trusts, nominations, and legacy tools.
• Collaborate with legal and estate planning partners Rockwills to deliver holistic legacy planning.

4. Compliance & Professional Standards

• Ensure all advisory activities comply with regulatory standards set by the Securities Commission Malaysia (SC), Bank Negara Malaysia (BNM), and other licensing bodies.
• Maintain updated knowledge of financial markets, taxation, financial products, and changes in regulations.

5. Client Engagement & Relationship Building

• Build long-term client relationships through trust, transparency, and proactive service.
• Conduct regular financial reviews and provide updates on market trends and opportunities.
• Educate clients with financial literacy materials and workshops.

1. New Business Strategy & Planning

• Collaborate with management to define business goals, growth markets, and strategic direction for new ventures.
• Research and identify viable sectors or product lines with long-term potential in both local and overseas markets.

2. Market Research & Feasibility Studies

• Lead comprehensive market surveys, competitive analysis, customer profiling, and risk assessments.
• Gather and analyze data to support decision-making for new business lines and entry strategies.
• Prepare detailed feasibility reports, investment outlooks, and go-to-market recommendations.

3. Business Model Development

• Develop and refine business models, pricing structures, operational plans, and revenue strategies.
• Assess legal, regulatory, and cultural factors affecting market entry, especially for overseas ventures.

4. Stakeholder Engagement & Team Coordination

• Work closely with internal teams, subject matter experts, and external consultants to ensure alignment in research, planning, and execution.
• Coordinate with legal, finance, marketing, and operations teams during the setup phase.

5. Project Execution & Launch

• Oversee and support the implementation of new business operations, including setting up infrastructure, staffing, partnerships, and supply chains.
• Monitor project timelines, budgets, and deliverables from development through launch.

1. Strategic Operations & Business Oversight

• Formulating and executing business strategies across all poultry operations.
• Monitor the performance of breeder and broiler farms and ensure efficiency, profitability, and compliance with biosecurity and animal welfare standards.
• Oversee contract farming operations and ensure partner performance aligns with company standards.
• Drive operational excellence across regional farms (Central, Southern, East Coast, and Northern Malaysia).

2. Sales & Market Development

• Support and oversee live broiler chicken sales operations including pricing strategies, distribution, and client management.
• Collaborate with the sales team to explore new market opportunities and maintain relationships with wholesalers, retailers, and institutional buyers.

3. People & Performance Management

• Lead and support regional managers and farm supervisors in achieving KPIs.
• Assist in talent development and succession planning within the operational teams.
• Foster a strong organizational culture of accountability, innovation, and continuous improvement.

4. Financial & Resource Management

• Monitor operational budgets, cost controls, and resource allocation to ensure profitability.
• Review financial reports, analyze performance, and recommend improvements or corrective actions.

5. Compliance & Risk Management

• Ensure adherence to national regulations on poultry farming, health & safety, and environmental standards.
• Assist in managing crisis situations such as disease outbreak and ensure rapid response planning and communication.

1. Market Risk Monitoring & Analysis

• Monitor daily market risk exposures across trading desks (e.g., fixed income, equity, FX, derivatives).
• Perform risk analytics and generate reports including Value-at-Risk (VaR), sensitivity analysis, and stress testing.
• Identify and escalate unusual risk movements or limit breaches to senior management.

2. Risk Reporting & MIS

• Prepare and distribute daily, weekly, and monthly risk reports to stakeholders, including Risk Management, Trading Desks, Finance, and Senior Management.
• Assist in developing dashboards and automated reporting tools to enhance risk visibility.

3. Limit Management & Governance

• Assist in setting, reviewing, and maintaining risk limits and thresholds across products and business units.
• Support the review of new products and structured deals from a market risk perspective.

4. Regulatory & Internal Compliance

• Ensure compliance with internal risk policies and external regulatory requirements (e.g., Basel III, BNM, SC guidelines).
• Contribute to regulatory submissions and audits related to market risk.

5. Projects & System Enhancements

• Participate in system enhancement projects for risk engines, data management, and reporting tools.
• Collaborate with IT, Front Office, and Finance teams to ensure data accuracy and system integrity.