TEH TIAM POH
Senior Wealth Advisor
Shah Alam
Summary
Diligent Senior Wealth Advisor with robust background in wealth management. Successfully advised clients on investment strategies, leading to significant portfolio growth. Demonstrated analytical thinking and excellent client relationship management.
Overview
22
22
years of professional experience
5
5
Languages
Work History
SENIOR WEALTH ADVISOR
UOB Kay Hian (M) Sdn Bhd
11.2020 - Current
- Advising high-net-worth clients on comprehensive wealth management strategies, including investment, retirement, and estate planning
- Conducting in-depth financial assessments to tailor personalized investment portfolios aligned with clients' risk tolerance and goals
- Overseeing portfolio performance, implementing rebalancing, and providing ongoing market insights to optimize returns
- Building and maintaining strong client relationships through regular reviews and proactive communication
UNIT TRUST CONSULTANT
Kenanga Investors Berhad
03.2017 - 10.2020
- Establishing client's risk profile and investment goals
- Proposing an investment plan to achieve client's goals
- Monitoring and rebalance client's portfolio investment
- Maintaining ongoing good clients relationship
UNIT TRUST CONSULTANT
Hong Leong Asset Management Berhad
11.2015 - 03.2017
- Establishing client's risk profile and investment goals
- Proposing an investment plan to achieve client's goals
- Monitoring and rebalance client's portfolio investment
- Maintaining ongoing good clients relationship
EXPORT MANAGER
Vegeta Manufacturing Sdn Bhd
06.2011 - 08.2014
- Managed key accounts sales & customer service
- Developed new business via international exhibition
- Developed business relationships with clients
OPERATION MANAGER
Canyong Packing Sdn Bhd
07.2009 - 06.2011
- Managed all aspects of business operations
- Developed & implemented ICT system in operations
- Developed & implemented SOP in operations
MARKETING MANAGER
Click Network Sdn Bhd
06.2008 - 03.2009
- Pioneer employee in internet startup company
- Developed marketing plan for online food portal
- Developed portal online ads & e-voucher system
OPERATION EXECUTIVE
Canyong Packing Sdn Bhd
08.2005 - 06.2008
- Managed co-packing teams on-site operations
- Developed SOP to ensure compliance with standards
- Improved production methods, output and quality of products
RESEARCH ANALYST
Stella Gen Sdn Bhd
02.2004 - 08.2005
- Executed R&D in up-scaling fermentation of probiotics
- Executed R&D in downstream processing of probiotics
- Conducted poultry probiotics field trial studies
RESEARCH ASSISTANT
Universiti Putra Malaysia
04.2003 - 01.2004
- Conducted research in genetic engineering
- Conducted literature review
- Analyzed and presented research studies
Education
MBA - Master of Business Administration, MBA (Finance)
Universiti Putra Malaysia
Serdang, Selangor01.2011
BACHELOR OF SCIENCE - Bachelor of Science, Biotechnology (Molecular Biology)
Universiti Putra Malaysia
Serdang, Selangor01.2003
Skills
- Portfolio management
- Asset allocation
- Portfolio diversification
- Performance reporting
- Retirement planning
- Insurance planning
- Financial planning
- Investment strategies
- Problem-solving abilities
- Multitasking Abilities
Personal Information
- Date of Birth: 03/20/79
- Nationality: Malaysian
- Marital Status: Married
Accomplishments
Top Achiever 2023 Wealth Product - EPF Category
Top Achiever 2024 Wealth Product - EPF Category
Timeline
SENIOR WEALTH ADVISOR
UOB Kay Hian (M) Sdn Bhd
11.2020 - Current
UNIT TRUST CONSULTANT
Kenanga Investors Berhad
03.2017 - 10.2020
UNIT TRUST CONSULTANT
Hong Leong Asset Management Berhad
11.2015 - 03.2017
EXPORT MANAGER
Vegeta Manufacturing Sdn Bhd
06.2011 - 08.2014
OPERATION MANAGER
Canyong Packing Sdn Bhd
07.2009 - 06.2011
MARKETING MANAGER
Click Network Sdn Bhd
06.2008 - 03.2009
OPERATION EXECUTIVE
Canyong Packing Sdn Bhd
08.2005 - 06.2008
RESEARCH ANALYST
Stella Gen Sdn Bhd
02.2004 - 08.2005
RESEARCH ASSISTANT
Universiti Putra Malaysia
04.2003 - 01.2004
BACHELOR OF SCIENCE - Bachelor of Science, Biotechnology (Molecular Biology)
Universiti Putra Malaysia
MBA - Master of Business Administration, MBA (Finance)
Universiti Putra Malaysia
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