Teng Joe Khoo
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.
Professional investment specialist committed to delivering tailored financial advice and solutions. Ensured client success by developing customized investment plans and maintaining keen eye on market trends. Known for fostering collaborative environment, achieving superior client satisfaction, and adapting to dynamic financial needs. Proficient in asset allocation, portfolio management, and client communication.
Experienced with asset management, financial planning, and client advisory. Utilizes in-depth market analysis and strategic planning to optimize investment portfolios. Knowledge of regulatory compliance and risk mitigation to safeguard client assets and enhance financial outcomes.
Overview
24
24
years of professional experience
Work History
Invesment Counselor
Hong Leong Bank Berhad
04.2025 - Current
- Delivered tailored investment strategies to meet client financial goals.
- Analyzed market trends to identify growth opportunities for client portfolios.
- Advised clients on asset allocation and risk management techniques.
- Fostered strong relationships with clients to enhance retention and satisfaction.
- Developed comprehensive financial plans incorporating diverse investment vehicles.
- Collaborated with cross-functional teams to streamline investment processes.
- Developed customized asset allocation models according to client needs, optimizing portfolio performance through diversification strategies.
- Boosted customer satisfaction by providing personalized financial advice and maintaining strong professional relationships.
- Expanded client base through targeted marketing campaigns and strategic networking efforts within the community.
- Delivered exceptional customer service by promptly addressing concerns and providing timely updates on portfolio performance.
- Conducted due diligence on potential investments, mitigating risks while maximizing returns for clients.
- Exceeded sales targets consistently by cultivating a strong referral network and proactively seeking new business opportunities.
- Enhanced client portfolios by developing tailored investment strategies in line with individual financial goals and risk tolerance.
- Analyzed market trends, identifying potential investment opportunities for clients to achieve long-term growth.
- Collaborated with cross-functional teams, sharing expertise to develop comprehensive financial plans for high-net-worth clients.
- Managed team of 50 RM analysts focused on Portfolio
Premier Center Manager
HSBC Bank Malaysia
03.2024 - 04.2025
- 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)
Bachelor of Business (Majoring in Marketing) - undefined
The University of Western Sydney (UWS), Sydney, NSW, Australia
Advanced Diploma in Business studies (Majoring in Management) - undefined
TAFE New South Wales Australia Sydney Institute. OTEN
Diploma in Business Studies - undefined
TAFE New South Wales Australia Sydney Institute. OTEN
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
- Leadership qualities
- Investment strategy
- Fundamental analysis
- Wealth management
- Portfolio management
- Compliance
- Equity research
- Investor relations
- Economic forecasting
- Private equity investing
- Global investment perspective
- Sustainable investing
- Currency markets
- Bond market expertise
Contactno
+6016 416 1192
Emailaddress
tjkhooj@gmail.com
Maritalstatus
Married
Personal Information
- Date of Birth: 07/14/78
- Gender: Male
- Title: Senior Management In Wealth Banking
References
Kelvin Woo Wai Hoe, Ex GSM in Northern Region (NAC) UOB Bank, AHAM, +6012 308 1650
Timeline
Invesment Counselor
Hong Leong Bank Berhad
04.2025 - Current
Premier Center Manager
HSBC Bank Malaysia
03.2024 - 04.2025
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
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
Advanced Diploma in Business studies (Majoring in Management) - undefined
TAFE New South Wales Australia Sydney Institute. OTEN
Diploma in Business Studies - undefined
TAFE New South Wales Australia Sydney Institute. OTEN
Executive Master of Science in Industrial Engineering -
Asia E University (Malaysia)
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