SITI ROKIAH MAKHTAR
Forex Trader
Kuala Lumpur,Setapak
Summary
Adept at enhancing portfolio performance through technical analysis and trend analysis, I leveraged my expertise at GMI Market to deliver superior results. My patience and leadership fostered a culture of success, mentoring teams to exceed goals. Skilled in trading psychology and strategic development, I excel in fast-paced financial environments.
Overview
11
11
years of professional experience
23
23
years of post-secondary education
Work History
Financial Services Consultant
CIMB Bank Berhad
05.2013 - 05.2014
- Educated clients on a wide range of topics including retirement planning, college savings strategies, estate planning considerations, and more.
- Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
- Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
- Maintained a high level of confidentiality when handling sensitive client information, adhering to strict data security protocols at all times.
- Enhanced overall client experience by consistently providing timely, accurate, and relevant information during meetings and consultations.
- Managed client relationships, ensuring satisfaction through regular communication and proactive problemsolving.
Financial Consultant
Hong Leong MSIG Takaful
05.2015 - Current
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability to stakeholders.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Conducted thorough due diligence on potential investments, ensuring alignment with clients'' risk tolerance and objectives.
Forex Trader
GMI Market
04.2018 - Current
- Increased portfolio performance by consistently identifying high probability trade setups using technical and fundamental analysis.
- Optimized trading systems by regularly conducting backtesting procedures for strategy validation purposes.
- Managed risk exposure for optimal returns, implementing disciplined stop-loss orders and position sizing techniques.
- Collaborated with other traders to share insights, discuss market events, and refine trading approaches.
- Mentored junior traders on effective risk management principles, fostering a culture of accountability and success within the team.
- Continuously refined and updated trading plans, incorporating changes in market sentiment and economic data releases.
- Enhanced decision-making process through diligent preparation of daily market reports and chart analysis.
- Improved trading strategies by conducting thorough market analysis and monitoring trends.
- Utilized advanced software tools to improve efficiency in trade execution, management, and recordkeeping.
- Expanded knowledge of various financial instruments, including currency pairs, commodities, equities, and derivatives markets.
- Created and implemented strategic trading approaches.
Forex Trader
QEW Group Berhad
02.2022 - 11.2023
- Optimized trading systems by regularly conducting backtesting procedures for strategy validation purposes.
- Increased portfolio performance by consistently identifying high probability trade setups using technical and fundamental analysis.
- Managed risk exposure for optimal returns, implementing disciplined stop-loss orders and position sizing techniques.
- Collaborated with other traders to share insights, discuss market events, and refine trading approaches.
- Delivered consistent profits by adhering to strict money management rules and maintaining emotional discipline during volatile markets.
- Continuously refined and updated trading plans, incorporating changes in market sentiment and economic data releases.
- Enhanced decision-making process through diligent preparation of daily market reports and chart analysis.
- Improved trading strategies by conducting thorough market analysis and monitoring trends.
- Utilized advanced software tools to improve efficiency in trade execution, management, and recordkeeping.
- Ensured timely settlement of transactions following adherence to internal policies and external regulatory requirements.
- Created and implemented strategic trading approaches.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Education
Multimedia Technology
Multimedia College Eastern (MMCE)
Kuala Terengganu, Terengganu, Malaysia 04.2001 - 10.2024
Skills
Technical Analysis
Trend Analysis
Patience and Persistence
Trading Psychology
Chart Reading
Currency Pair Knowledge
Hedging Techniques
Support and Resistance Identification
Continuing education
Emotional Control
Trading Discipline
Candlestick Patterns
Backtesting Strategies
Price Action Analysis
Pivot Points
Range Trading
Trading Plan Creation
Financial News Monitoring
Stop Loss Management
Leverage Management
Trading Platform Proficiency
Scalping Strategies
Indicators and Oscillators
Trading Community Engagement
Interest Rate Analysis
Take Profit Management
Position Sizing
Fundamental Analysis
Fibonacci Retracements
Time Frame Selection
Moving Averages
Order Types Understanding
Maintaining Trading Journal
Adaptability to Market Changes
Breakout Trading
Margin requirements
Trading strategy development
Critical Thinking
Market Trends Analysis
Price Analysis
Trading Strategization
Problem-Solving
Time Management
Multitasking
Decision-Making
Coaching and Mentoring
Timeline
Forex Trader
QEW Group Berhad
02.2022 - 11.2023
Forex Trader
GMI Market
04.2018 - Current
Financial Consultant
Hong Leong MSIG Takaful
05.2015 - Current
Financial Services Consultant
CIMB Bank Berhad
05.2013 - 05.2014
Multimedia Technology
Multimedia College Eastern (MMCE)
04.2001 - 10.2024