Summary
Overview
Work History
Education
Skills
Certification
Languages
Work Pass
Availability
Personal Information
Timeline
Generic
NICOLE FOO SU QING

NICOLE FOO SU QING

Summary

Looking for challenging assignments that offer career growth and seeking a suitable position in organization with significant growth potential. Being in a wealth management line for the past two years’ experience I have gained understanding of how banking is incorporated into wider business. Dynamic self-starter with ability to identify and analyze financial risk and propose solutions to minimize them.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Mortgage Specialist

OCBC Bank
01.2024 - Current
  • Provide loan advisory and solutions to meet the property financing needs of MSL’s retail customers
  • Acquire new customers through cold-calling, referrals, and active participation in road shows
  • Develop strong alliances with property agents, lawyers and developers to build a strong base of referrals
  • Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies and business processes.

Personal Financial Consultant

OCBC Bank
11.2021 - 12.2023
  • Provide financial advice to client through offering wealth management solutions such as insurance, loans, unit trusts, and structured deposits
  • Keeping up to date with all the changes in virtual advisory process while getting in line with the process and compliance
  • Perform account opening to customers and conduct screening on customer profile to ensure banking regulatory requirements.

Customer Service Intern

Unisem (M) Berhad
10.2019 - 12.2019
  • Compiled customers’ qualification data and reports using Excel within a week after the product shipped for customer’s reference purpose
  • Arranged customers’ special shipment requests when instructed by customers on working days as well as on public holidays
  • Handled customers’ requests is the basic job function of the customer service for Unisem.

Education

Bachelor of Business Administration (HONS) Entrepreneurship -

Universiti Tunku Abdul Rahman
08.2020

Universiti Tunku Abdul Rahman
09.2016

High School -

SMK Convent, Ipoh
12.2014

Skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Microsoft PowerPoint

Certification

  • Financial Markets (with Honors), Yale University – Coursera CDBSV5E5WV8G
  • Excel Skills for Business: Essentials, Macquarie University – Coursera 5RC2PUPSM4MG
  • Successful Negotiation: Essential Strategies and Skills, University of Michigan – Coursera 9YP9A4YWAL9
  • CMFAS Papers – M9, M9A, M8A, HI, M5

Languages

English
Cantonese
Chinese
Malay

Work Pass

EP

Availability

1 month

Personal Information

Nationality: Malaysian

Timeline

Mortgage Specialist

OCBC Bank
01.2024 - Current

Personal Financial Consultant

OCBC Bank
11.2021 - 12.2023

Customer Service Intern

Unisem (M) Berhad
10.2019 - 12.2019

Bachelor of Business Administration (HONS) Entrepreneurship -

Universiti Tunku Abdul Rahman

Universiti Tunku Abdul Rahman

High School -

SMK Convent, Ipoh

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