Chee Vui Fong
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, protection planning and investment.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent communication and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Financial Relationship Consultant
Singapore Life Ltd
02.2022 - Current
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Facilitated client meetings to discuss financial goals, assess risk tolerance, and present suitable protection and investment options.
- Coordinated with internal departments such partnership and underwriting to ensure smooth processing of roadshows and client's policy application.
- Analyzed financial data to identify trends and recommend optimal protection and investment strategies for clients.
- Delivered informative presentations at seminars targeting potential new clients interested in protection and wealth management services.
- Developed comprehensive financial plans for clients, taking into account their short-term and long-term goals.
- Managed a diverse portfolio of clients, maintaining strong relationships through regular communication.
- Identified cross-selling opportunities within existing client base, promoting additional products and services as appropriate.
- Conducted thorough due diligence on prospective clients, ensuring compliance with regulatory requirements.
- Maintained up-to-date knowledge of market trends, enabling informed decision-making when advising clients on protection and investment opportunities.
Business Owner
Wonder Fruits
08.2019 - 12.2021
- Established strong customer relationships through excellent communication and attentive service.
- Prepared bank deposits and handled business sales, returns, and transaction reports.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Oversaw business budget planning and administration, accounting functions, purchasing, and monthly payroll to handle financial needs.
- Maintained a safe work environment by enforcing strict safety protocols and regularly updating staff on industry best practices.
- Trained and motivated employees to perform daily business functions.
- Boosted revenue by identifying new business opportunities and diversifying product offerings.
- Trained and guided team members to maintain high productivity and performance metrics.
Assistant Marketing Manager
Ctrip International Travel Malaysia Sdn Bhd
12.2017 - 03.2020
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Enhanced customer engagement with targeted social media efforts and email marketing strategies.
- Completed projects on-time and under-budget by collaborating with sales, technical and customer relations departments.
- Established strong relationships with key industry influencers, securing valuable partnerships for co-marketing opportunities.
- Analyzed market trends and competitor activities to inform marketing decisions and capitalize on opportunities.
- Implemented data-driven strategies for continuous improvement in campaign performance and conversion rates.
- Worked closely with product development teams to create and maintain marketing materials for sales presentations and client meetings.
- Performed market segmentations, targeting and positioning to boost business revenue.
- Generated sponsorships with related and partnering entities to enhance marketing objectives.
Mortgage Sales Executive
Affin Bank Berhad
11.2015 - 05.2017
- Partnered with real estate agents to expand referral network, enhancing lead generation efforts.
- Managed a high-volume pipeline of loans while maintaining attention to detail and prioritizing deadlines.
- Used various forms of marketing and advertising techniques to identify potential customers such as conducting information seminars, distributing flyers and brochures and telemarketing.
- Optimized communication channels between departments, facilitating efficient collaboration throughout the entire loan process.
- Exceeded expectations in up-selling additional financial products such as insurance policies or investment opportunities alongside mortgages offered.
- Conducted workshops on mortgage products for prospective homebuyers, generating new leads for the business.
- Built strong relationships with clients for improved customer satisfaction and retention.
- Maintained knowledge of loan products, underwriting, processing procedures and general guidelines.
- Participated in community events promoting company services, establishing brand recognition within the local market.
- Collaborated with underwriting department to expedite loan approvals and closings.
- Interviewed clients by telephone or in-person to gather financial information.
Education
BBA - Business Administration
University Utara Malaysia
11.2015
High School Diploma -
SM All Saints’
Sabah12.2010
Skills
- Good communication skills
- Fast Learner
- presentation skill
- Sales and Marketing
- Creative and innovative thinking
- Microsoft Excel, Words, PowerPoint
- Know Your Customer
- Customer Complaint Resolution
- Client Engagement
- Salesforce
Languages
Chinese (Mandarin)
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Timeline
Financial Relationship Consultant
Singapore Life Ltd
02.2022 - Current
Business Owner
Wonder Fruits
08.2019 - 12.2021
Assistant Marketing Manager
Ctrip International Travel Malaysia Sdn Bhd
12.2017 - 03.2020
Mortgage Sales Executive
Affin Bank Berhad
11.2015 - 05.2017
BBA - Business Administration
University Utara Malaysia
High School Diploma -
SM All Saints’
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