Li Xuan Wong
Perak
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
7
7
years of professional experience
3
3
Certifications
Work History
Personal Financial Advisor
MAYBANK
05.2019 - Current
- Primarily serve individual retail customers by advising them on various financial products and services offered by the bank.
- Advised clients on portfolio allocation and various investment types.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Overseas Study Trip (OST) achiever for Year 2020, 2021, 2022 (London , Iceland , South Afrika)
- Top Personal Financial Advisor for Credit Card in Year 2021
- Top 5 Personal Financial Advisor for Year 2022
Brand Ambassador
Fave
01.2018 - 01.2019
- Approached strangers and interacted in natural conversation with goal of developing brand loyalty.
- Increased brand awareness through event marketing, demonstrations, sales, and brand promotion.
- Boosted sales through effective collaboration with store staff to promote products in high-traffic areas.
Education
Bachelor of Business Administration( Honours) - Banking And Financial Support Services
Universiti Tunku Abdul Rahman
Kampar 04.2001 -
Skills
Portfolio diversification
Client Relationship Building
Insurance Planning
Presentations
Multitasking Abilities
Adaptability and Flexibility
Team building
Languages
Chinese (Cantonese), Chinese (Mandarin), English
Native language
Chinese (Cantonese)
Proficient
C2
Chinese (Mandarin)
Proficient
C2
Malay
Upper intermediate
B2
English
Upper intermediate
B2
hakka
Beginner
A1
Certification
FIMM
Timeline
Personal Financial Advisor
MAYBANK
05.2019 - Current
FIMM
08-2018
CEILI
08-2018
PCE
08-2018
Brand Ambassador
Fave
01.2018 - 01.2019
Bachelor of Business Administration( Honours) - Banking And Financial Support Services
Universiti Tunku Abdul Rahman
04.2001 -