KHO WEI JIE
Summary
Passionate about providing sound financial advice and helping clients to reach their financial goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Personal Financial Consultant
OCBC Bank Ltd
Singapore
05.2023 - Current
- Provide comprehensive financial advisory on portfolio allocation and various investment types, retirement planning to meet their financial goals and maintain strong relationships with clients.
- Self update on current market trends and investment opportunities to stay abreast of financial markets.
Sales Manager
ELS Advisory Services Sdn Berhad
Malaysia (Remote)
07.2022 - 04.2023
- Met with clients, provide financial portfolio review and retirement planning to meet their financial goals.
Project Manager
Huawei Technologies KSA
Saudi Arabia
02.2020 - 07.2022
- Managed & handling network preparation to ending for Ramadan & Hajj KEA project 2020/2021
- Promoted to Document Management Manager to manage, monitor & archives all the contract & agreement of all the projects in Saudi Arabia.
- Establish and enhanced collaboration among outsource vendor and committee member of Saudi Cyber Network Security Meeting in 2022.
Senior Financial Executive
Public Bank Berhad
Malaysia
08.2019 - 02.2020
- Responsible to recommend retirement plan & investment trend to client to meet their financial goals.
- Participated to achieve monthly sales target assigned by the management.
Account Executive
Limatimur Holdings Sdn Berhad
Malaysia
08.2018 - 08.2019
- Coordinated with finance department to ensure timely payment of invoices, revenue collection, compliance reporting, payroll preparation and bank reconciliation been completed.
- Performed task effectively & managing day-to-day operations and ad-hoc task assigned by management.
Finance Executive
Rentokil Initial Brunei
Brunei
08.2016 - 01.2017
- Enhanced company cash flow with diligent accounts receivable management and timely collections.
- Prepare the payroll, vendor payments, commissions and other expense disbursements with accuracy and compliance.
Audit Assistant
Siaw Ai Kin & Company
Malaysia
07.2015 - 07.2016
- Supported senior auditors with detailed research and analysis, contributing to comprehensive audit findings.
- Strengthened relationships with clients, maintaining open communication throughout the audit process.
- Prepared balance sheets.
- Prepare a financial report for clients
Education
Bachelor of Commerce - Accounting Single Major
Curtin University
AUSTRALIA06.2014
No Degree - Diploma of Business Administration Studies
Central Gippsland Institute of Tafe
Malaysia09.2011
Skills
- Retirement planning
- Investment Analysis
- Insurance decisions
- Investment planning
Certification
- Certificate Examination in Investment-Linked Life Insurance
2017
- Capital Market and Financial Advisory Services
2023
Languages
Chinese (Mandarin)
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Malay
Bilingual or Proficient (C2)
Timeline
Personal Financial Consultant
OCBC Bank Ltd
05.2023 - Current
Sales Manager
ELS Advisory Services Sdn Berhad
07.2022 - 04.2023
Project Manager
Huawei Technologies KSA
02.2020 - 07.2022
Senior Financial Executive
Public Bank Berhad
08.2019 - 02.2020
Account Executive
Limatimur Holdings Sdn Berhad
08.2018 - 08.2019
Finance Executive
Rentokil Initial Brunei
08.2016 - 01.2017
Audit Assistant
Siaw Ai Kin & Company
07.2015 - 07.2016
Bachelor of Commerce - Accounting Single Major
Curtin University
No Degree - Diploma of Business Administration Studies
Central Gippsland Institute of Tafe