Chung Fui Theng
Financial Consultant
Summary
Experienced in wealth management, risk management, and investment and financial strategies. Tactical professional with a strong work ethic and excellent interpersonal skills. Focus on helping clients achieve short and long-term goals through customized strategies. Proven track record in advising on investment strategies, retirement planning, and financial planning. Deep understanding of financial markets, products, and risk management. Consistently helps clients meet their financial goals through sound advice and effective portfolio management. Skilled in creating comprehensive financial plans tailored to individual needs. Hardworking and passionate job seeker with strong organizational skills. Eager to secure an entry-level position contributing to team success in achieving company goals. Excellent time management and problem-solving skills. Organized, dependable, and willing to take on additional responsibilities. Detail-oriented and a team player with the ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
6
6
Certifications
3
3
Languages
Work History
Customer Service Representative
Sin Kang TCM
11.2024 - Current
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Responded to customer requests for products, services, and company information.
- Selling the packages and treatments provided by company
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Premier Relationship Manager
RHB BANK BERHAD
10.2023 - 11.2024
- Know our customer
- Service customer as per requested by customer
- Build good relationship with clients
- Assess customer risk profile
- Propose suitable bank product to customer
- Determine what is customer goal
- Be a professional financial planner to my clients
- Arrange meeting with superior to discuss with customer about their portfolio
Personal Financial Consultant
OCBC
09.2022 - 09.2023
- Advised clients on portfolio allocation and various investment types
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports
- Analyzed clients' financial situations to offer products to improve standard of living
- Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, operating systems, budgets and other financial control functions
- Monitored and updated financial plans to comply with client goals
- Sold RM300k in life insurance, retirement instruments and investments
- Assisted clients with budgeting and cash flow management
- Presented financial plans and investment recommendations to clients
- Helped clients make informed decisions about financial future
Education
Bachelor In Science - Equine Management
UNIVERSITI TEKNOLOGI MALAYSIA (UTM)
Skudai, Johor 09.2018 - 2022.07
Skills
Contact management
Retirement planning
Goal-based planning tools
Risk management
Wealth management strategies
Prospecting
Investment analysis
Sales transactions
Presentations
Insurance decisions
Adaptability and flexibility
Complaint resolution
Relationship building
Stock market understanding
Financial planning
Education funds
Retirement needs
Service upselling
Product sales
Sales closing
Staff training
Travel planning
Accomplishments
- Achieved early confirmation due to good performance
- KPI: Year-to-Date 100%
- Top 15 minimum hit RM60k new launched bancassurance product
- RM100 reward for early bird break egg new launched bancassurance product
- Consistently ranked top 10 pfc whole malaysia for bancassurance AFYP & Revenue every month
- Touch n Go reward for selling PRS product
- Touch n Go reward for selling new series of fund
- Cash reward for banca campaign
- Fully hit full year UT target
- Graduated RHB Islamic Financial Planner(foundation course)
- RM1000 Apple voucher (bancassurance campaign)
OCBC
RHB BANK BERHAD
Certification
Malaysia Life Insurance (PCEIA)
Timeline
Customer Service Representative
Sin Kang TCM
11.2024 - Current
Premier Relationship Manager
RHB BANK BERHAD
10.2023 - 11.2024
Personal Financial Consultant
OCBC
09.2022 - 09.2023
Bachelor In Science - Equine Management
UNIVERSITI TEKNOLOGI MALAYSIA (UTM)
09.2018 - 2022.07
Malaysia Life Insurance (PCEIA)
Malaysia Investment linked Insurance (CEILI)
Malaysia Life Takaful (TBE)
Malaysia Investment License (FIMM)
Investor Protection Professional Certification (IPPC)
Islamic Wealth Planner (Foundation)
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