Teng Joe Khoo
Senior Management In Wealth Banking
Bayan Lepas
Summary
Motivated with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
23
23
years of professional experience
6
6
years of post-secondary education
Work History
Premier Center Manager
HSBC Bank Malaysia
Bayan Lepas, Penang Malaysia
03.2024 - Current
- Managing Premier team of 6 Relationship Managers - from Director, Manager's and banker
- Building Premier customers portfolio - Premier Acquisition
- Achieving wealth revenue for the branch of 400K per month on wealth products such as Unit Trust, Banca, DCI, FX, Structure Products and Retail Bond.
- Coaching and development - new skill training for the team
- Building new asset from customer portfolio, getting referral from Premier Elite customers.
- Risk and compliance goal for the team.
- Enhanced customer satisfaction by implementing efficient service delivery strategies and streamlining center operations.
- Coordinated events and promotions at the center, generating increased foot traffic and sales revenue through targeted marketing efforts.
- Developed and maintained strong relationships with key stakeholders, ensuring smooth communication and collaboration across departments.
- Promoted a culture of teamwork through effective leadership, open communication channels, and regular team-building activities.
- Successfully resolved client concerns by actively listening to their needs and proposing viable solutions that met their expectations.
- Established performance metrics and conducted regular evaluations to identify areas for improvement and drive continuous growth.
- Maintained accurate records of all transactions at the center, ensuring transparency in financial reporting for internal stakeholders.
- Ensured compliance with all relevant regulations, maintaining a safe and secure environment for staff members and clients alike.
- Streamlined scheduling procedures to optimize resource allocation, resulting in better overall management of the center''s workload.
- Devised and deployed successful marketing strategies, dramatically boosting store ranking.
- Collaborated closely with other department managers to align goals, share knowledge, and boost overall center performance.
- Increased employee productivity by providing comprehensive training programs and fostering a supportive work environment.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Implemented cost-saving measures to reduce operational expenses while maintaining high-quality services for clients.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Oversaw the recruitment, hiring, and onboarding processes to ensure a skilled workforce capable of meeting center objectives.
- Managed daily operations for optimal efficiency, resulting in improved revenue generation and higher customer retention rates.
- Checked facility, employee work and service levels to maintain compliance with company and industry standards.
Portfolio Counselor
UOB Bank
05.2014 - 01.2024
- To drive sales of investment products through organizing, coordinating and conducting sales training to branch sales team
- This includes analyzing and monitoring of sales data and developing new sales techniques to further enhance the sales process adopted by branch sales team.
- Work closely with internal parties (Product Team) and external parties (Fund House) to continuously assess, monitor and review quality investment products to meet both Bank and market expectations, Must demonstrate customer focus ability to deal with ambiguity
- By coaching and inspiring the branch sales staff to excel by demonstrating high personal standards and actively advocating all investment sales initiatives
- To share and impart investment and market knowledge to sales staff to continuously improve their knowledge and skills
- Strong drive for results with ability to work independently and with minimal guidance
- Good interpersonal and communication skills along strong leadership capability
- Analytical and detailed oriented, has thorough ability to rapidly assimilate diverse data and make decisions, deliver quality results to deadlines
- Able to maintain above the given revenue for the region (North Area)
- Top Region for Structure Product and UT.
- Utilized motivational interviewing techniques to encourage positive change in clients'' lives.
- Improved client satisfaction through consistent communication, empathy, and understanding of their unique challenges.
- Offered guidance and advice to help cultivate self-esteem and community involvement.
- Guided clients in developing skills and strategies for dealing with problems.
- Promoted mental health awareness within the community through participation in educational events and presentations.
- Communicated closely with other counselors to devise programs and activities based on developmental and academic levels.
- Maintained accurate documentation of client interactions, assessments, and progress notes for effective case management.
- Educated clients on available community resources, fostering a sense of empowerment and selfsufficiency.
- Engaged clients in conversation to determine feelings and apprehensions.
AVP 4 (Investment Specialist)
OCBC Bank
01.2013 - 05.2014
Wealth Manager
HSBC Bank Malaysia
01.2012 - 12.2012
Business Development Senior Manager
ING ASSET MANAGEMENT (M)
01.2005 - 12.2011
BCB Bank Penang
01.2004 - 01.2005
Investment Executive
Citibank Berhad
01.2003 - 01.2004
Inside Sales Representative (ISR)
DELL Penang (Asia Pacific Customer Center)
01.2002 - 01.2003
Education
Executive Master of Science in Industrial Engineering -
Asia E University (Malaysia)
01.2011 - 04.2012
Bachelor of Business (Majoring in Marketing) - undefined
The University of Western Sydney (UWS), Sydney, NSW, Australia
01.2000 - 04.2001
Advanced Diploma in Business studies (Majoring in Management) - undefined
TAFE New South Wales Australia Sydney Institute. OTEN
01.1997 - 04.1999
Diploma in Business Studies - undefined
TAFE New South Wales Australia Sydney Institute. OTEN
01.1997 - 04.1998
Skills
MS Office – Word, Excel, Powerpoint, Outlook& MS Windows 95,98,2000, XP, W7, Visual Basic & SPSS, Adobe photoshop
Portfolio diversification
Options Trading
Trading strategies
Insurance Planning
Lead prospecting
Investment strategies
Portfolio Management
Due diligence
Business Development
Quantitative Analysis
Market Analysis
Asset Allocation
Technical Analysis
Wealth Preservation
Fundamental Analysis
Financial Auditing
Alternative Investments
Structured Products
Fixed Income Strategies
Contactno
+6016 416 1192
Emailaddress
tjkhooj@gmail.com
Maritalstatus
Married
Personal Information
- Date of Birth: 07/14/78
- Gender: Male
References
Kelvin Woo Wai Hoe, Ex GSM in Northern Region (NAC) UOB Bank, AHAM, +6012 308 1650
Timeline
Premier Center Manager
HSBC Bank Malaysia
03.2024 - Current
Portfolio Counselor
UOB Bank
05.2014 - 01.2024
AVP 4 (Investment Specialist)
OCBC Bank
01.2013 - 05.2014
Wealth Manager
HSBC Bank Malaysia
01.2012 - 12.2012
Executive Master of Science in Industrial Engineering -
Asia E University (Malaysia)
01.2011 - 04.2012
Business Development Senior Manager
ING ASSET MANAGEMENT (M)
01.2005 - 12.2011
BCB Bank Penang
01.2004 - 01.2005
Investment Executive
Citibank Berhad
01.2003 - 01.2004
Inside Sales Representative (ISR)
DELL Penang (Asia Pacific Customer Center)
01.2002 - 01.2003
Bachelor of Business (Majoring in Marketing) - undefined
The University of Western Sydney (UWS), Sydney, NSW, Australia
01.2000 - 04.2001
Advanced Diploma in Business studies (Majoring in Management) - undefined
TAFE New South Wales Australia Sydney Institute. OTEN
01.1997 - 04.1999
Diploma in Business Studies - undefined
TAFE New South Wales Australia Sydney Institute. OTEN
01.1997 - 04.1998