Yuen Kai Ng
Selangor
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Banca Advisor
Alliance Bank Malaysia
12.2023 - Current
- Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
- Increased client portfolio performance through diligent market research and analysis for optimal asset allocation.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
Bancassurance Sales Manager
Alliance Bank Malaysia
07.2023 - 12.2023
- Handled customer relations issues, enabling quick resolution and client satisfaction.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
Sales manager
RHB Bank
08.2022 - 06.2023
- Monitored sales team performance and provided effective training to help reach targets
- Maintained friendly and professional customer interactions
- Generated monthly and annual sales reports
- Mentored employees in successful selling techniques and encouraged cross-selling additional products and services
- Created professional sales presentations to creatively communicate product quality and market comparisons.
Personal Banker Banca (Junior executive
RHB BANK
05.2019 - 08.2022
- Specialization
- Tokio Marine ILP Link
- Industry
- Finance and Banking
- Responsibilities 1
- Catching Walk-in Customer and Cold Calling
- Scheduling appointment with client
- Contact client for appointment confirmation
- Presenting and preparing sales illustration in blueprint
Financial Service (Junior executive
JAZZ CAPITAL FINANCIAL
02.2017 - 02.2019
- HONG LEONG Savings and Alternative Investment
- Advisory
- Industry
- Finance and Banking
- Responsibilities 1
- Cold calling and attending appointment as Associate Advisor
- Scheduling appointment for Sales Manager and follow-up with existing client
- Contact client for appointment confirmation
- Presenting and preparing sales illustration in blueprint
- Attempt closing and document signing
- 2
- Alternative Investment Proposal
- Propose different alternate investment based on client risk appetite
- Involving in Xiao MI Pre-IPO Fund, Global IPO Fund, Bradbury S1
- Fund, and Venture Capital
- Highlighting selling point and giving personal comment according to market outlook.
Education
Some College (No Degree) - Diploma in Management
UNIVERSITI TUN ABDUL RAZAK
Kuala Lumpur High School Diploma -
SMJK CHONG HWA
Kuala Lumpur2015
Skills
- Rapport and relationship building
- Business planning
- Sales process
- Energetic
- Multidisciplinary team leadership
- Compelling leadership skills
- Product knowledge
- Risk Mitigation
- Sales Presentation
Accomplishments
- 2019 Annual Sales Convention qualifier within 6 months
• 2019 Rookie of the year
• 2020 Top 3 in KVN
• Nationwide top 10 in first half 2021
• 2022 Annual Sales Convention qualifier as Sales Manager
Certification
PCEIA CELLI
Languages
Chinese (Mandarin)
Native language
Chinese (Mandarin)
Advanced
C1
English
Upper intermediate
B2
Chinese (Cantonese)
Intermediate
B1
Malay
Intermediate
B1
Timeline
Banca Advisor
Alliance Bank Malaysia
12.2023 - Current
Bancassurance Sales Manager
Alliance Bank Malaysia
07.2023 - 12.2023
Sales manager
RHB Bank
08.2022 - 06.2023
Personal Banker Banca (Junior executive
RHB BANK
05.2019 - 08.2022
Financial Service (Junior executive
JAZZ CAPITAL FINANCIAL
02.2017 - 02.2019
Some College (No Degree) - Diploma in Management
UNIVERSITI TUN ABDUL RAZAK
High School Diploma -
SMJK CHONG HWA
PCEIA CELLI
Similar Profiles
Noel Prince Anthony Lee AlwisNoel Prince Anthony Lee Alwis
Collections Senior Executive at Alliance Bank Malaysia BerhadCollections Senior Executive at Alliance Bank Malaysia Berhad
Lee Teck WengLee Teck Weng
Relationsion Manager at CIMB Bank BerhadRelationsion Manager at CIMB Bank Berhad
PAVITHRA MOHANASUNDRANPAVITHRA MOHANASUNDRAN
Senior Executive Personal Financial Services at Hong Leong Bank BerhadSenior Executive Personal Financial Services at Hong Leong Bank Berhad