Shu Hui Yong
SR Financial Executive (UT)
B3808, Tropicana Avenue, Persiaran Tropicana, Petaling Jaya, Selangor
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
9
9
years of professional experience
3
3
years of post-secondary education
6
6
Certifications
Work History
SR Financial Executive
Public Bank Berhad
12.2016 - Current
- Seeking prospective customers to expand the high net-worth customer database.
- Promoting sales of unit trust and insurance products, provide expert financial advisory services, and grow the bank's wealth management portfolio by acquiring and retaining high-value clients.
- Ensuring achievement of sales targets assigned.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Channels Support (Trainee)
UOB Bank
, Kuala Lumpur
01.2016 - 03.2016
- Understand the roles and job function of Branch Operations Support
- Understand the branch escalation process on operational and system related issues.
- Understand the day to day branch operation work and function
Education
Bachelor of Arts - Banking And Finance
Taylor's University Lakeside
Selangor 08.2013 - 09.2016
Skills
- Banking
- Cross-selling and upselling
- Relationship building and management
- Issues resolution
- Sales growth
Certification
Investor Protection Professional Certification (IPPC)
Timeline
Investor Protection Professional Certification (IPPC)
05-2021
Unit Trust Exam/Computerised Unit Trust Exam (FIMM License)
01-2017
Cert in Investment-Linked Life Ins (CEILI)
01-2017
PCE (LIFE)
01-2017
Private Retirement Scheme
01-2017
Takaful Basic Examination
01-2017
SR Financial Executive
Public Bank Berhad
12.2016 - Current
Channels Support (Trainee)
UOB Bank
01.2016 - 03.2016
Bachelor of Arts - Banking And Finance
Taylor's University Lakeside
08.2013 - 09.2016
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