Reading, sports, music
SITI NAQIAH BINTI LATIFF
CONSULTANT
Kuala Lumpur
Summary
Experienced 4 years in financial industry with a background in Islamic Banking. Seeking to leverage leadership expertise.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds.
Friendly and personable with adaptable approach.
Exceptional knowledge in wealth management, estate planning and investment.
Overview
12
12
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
Work History
Financial Consultant
Annasr Bullion Empire
05.2019 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Qualified MDRT IN 2019
Kindergarten Principal
Buttercup Blossom Preschool
12.2015 - 12.2018
- Monitored student behavior and enforced discipline policies.
- Administered personnel policies and procedures for school faculty and staff.
- Mentored newly hired educators and provided encouragement and feedback.
- Cultivated positive relationships between community members, school students, and teachers.
- Trained teachers on effective teaching techniques, classroom management strategies, and behavior modification.
- Researched and incorporated new educational trends and instructional strategies to optimize education effectiveness.
- Kept school in full compliance with established policies, legal requirements and student safety standards.
- Managed to increased enrolment by 20% yearly
Human Resources Executive
Teledirect Telecommerce
01.2014 - 11.2015
- Maintained human resources regulatory compliance with local, state and federal laws.
- Followed programs closely to assess effectiveness and make proactive changes to meet changing demands.
- Tracked candidates and pushed for feedback on disqualifications, time-to-fill statistics and other variables.
- Promptly corresponded with applicants and coordinated and conducted interviews.
- Followed up with leads to explain application process and answered questions to increase interest.
- Hired employees and initiated new hire paperwork process.
Sales Executive
HSBC Bank
01.2012 - 12.2013
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
- Analyzed past sales data and team performance to develop realistic sales goals.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Education
Diploma - Islamic Banking
Selangor International Islamic University College
Selangor, Malaysia 01.2008 - 12.2012
Skills
Investment Advice
Accomplishments
- MDRT Awarded 2021
- FWD ELITE 2021
- DEALER DEVELOPER CERTIFIED BY QUANTUM BULLION EXCHANGE BOARD 2023
Certification
Diploma in Islamic Banking with CGPA 3.4
Interests
Timeline
Islamic Estate Planner
02-2022
TBE (Takaful Malaysia Associate)
11-2019
Financial Consultant
Annasr Bullion Empire
05.2019 - Current
Kindergarten Principal
Buttercup Blossom Preschool
12.2015 - 12.2018
Human Resources Executive
Teledirect Telecommerce
01.2014 - 11.2015
Sales Executive
HSBC Bank
01.2012 - 12.2013
Diploma in Islamic Banking with CGPA 3.4
01-2010
Diploma - Islamic Banking
Selangor International Islamic University College
01.2008 - 12.2012
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