Tan Jenn Yuan
Derivatives Central Dealer, Assistant Manager In CFD
Batu 9 Cheras
Summary
I am committed to delivering service offerings that consistently demonstrate a clear value proposition. In all my interactions, I aim to provide insightful perspectives and constructive actions. My greatest satisfaction comes from creating and sharing impactful moments with others.
Make a difference and share the significance.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
4
4
Certificates
4
4
Languages
Work History
Derivatives Central Dealer, Assistant Manager- CFD
Phillip Capital Sdn Bhd
Kuala Lumpur
07.2022 - Current
- Actively engaged with Securities Commissioner of Malaysia on the further expansion of CFDs in Malaysia
- Responsible to liaise with marketing team for the growth of CFD business, product training for internal staff and sales channel and the enhancement of trading system from front to backend system.
- Strengthened and automated daily operational task by creating Excel formulas and macros
- Actively seeking collaboration with potential remisiers or institution on the introducing broker scheme for profit sharing
- Direct reports CFD business performance to upper management
- Responsible on most of the regulatory & product presentation which also includes to present during new staff orientation on behalf of own Derivatives division.
Derivatives Central Dealer, Executive
Phillip Capital Sdn Bhd
Kuala Lumpur
04.2019 - 07.2022
- To assist clients on walk-in account openings and any queries
- Build strong rapports with high net worth clients for more potential referrals
- To prepare market analytic reports and commentaries on daily and weekly basis for all clients via e-channel.
- Constantly monitor market risk against overall client's portfolio and conduct stress-test prior to incoming market volatility movement.
- Rotates on day & night shifts periodically to cover and monitor on Local & Foreign markets
Education
Bachelor of Science - Actuarial Science
University of Tunku Abdul Rahman
Sungai Long 05.2015 - 12.2018
Skills
Microsoft Excel Worksheet
Certification
Module 14 - Derivatives [Securities Commission Malaysia]
Timeline
Derivatives Central Dealer, Assistant Manager- CFD
Phillip Capital Sdn Bhd
07.2022 - Current
Module 6 - Stock Market And Securities Law [Securities Commission Malaysia]
05-2022
Module 7 - Financial Statement Analysis And Asset Valuation [Securities Commission Malaysia]
05-2022
Module 14 - Derivatives [Securities Commission Malaysia]
05-2019
Module 16 - Rules and Regulations on Derivatives [Securities Commission Malaysia]
05-2019
Derivatives Central Dealer, Executive
Phillip Capital Sdn Bhd
04.2019 - 07.2022
Bachelor of Science - Actuarial Science
University of Tunku Abdul Rahman
05.2015 - 12.2018
References
Lee Kuan Yong, David
- Manager, Sales & Dealing in Regional Futures
- CGS Cimb Futures Sdn Bhd
- 010-370 4207
- kuanyong.lee@cgs-cimb.com
Foo Chiew Wai
- Senior Manager, Head of Dealing
- Phillip Capital Sdn Bhd
- 017-655 4355
- foo.chiewwai@phillipcapital.com.my
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