Experienced Associate with a demonstrated history of working in the financial services industry. Skilled in Financial Planning, Marketing Strategy, Wealth Management Services, Sales Management, and Financial Services. Strong professional with a Bachelor of Business Administration (B.B.A.) focused in Major in Finance from Open University Malaysia.
With strong professional versatility skills, I counsel clients on their investment opportunities that is consistent with their needs, goals, and risk tolerance in order to provide full financial planning services. Some of my specific services includes personal finance, income protection, savings, lump sum investment and international property pruchase solutions (UK, Europe).
On a personal note, while I’m passionate about making a positive difference in my client’s financial portfolio, I enjoy meeting new people to explore cooking, music, hiking, sports and photography.
- Completed 3 exams MII – included general insurance, investment link insurance, life insurance.