I have more than 18 years of experience in the financial and wealth management business helming senior positions in both local and foreign banks in Malaysia. My role in banks is to focus on both top-line and business expansion specifically in the investment services division.
I have rolled out innovative investment products and introduced investment portfolios catering to all segments of customers in different risk profiles during my tenure with several banks. Most notable was my tenure in Kenanga Investment Bank, where I had have a great exposure and practical knowledge working with more than 500 financial planners through Kenwealth wrap platform.
Apart from my practical knowledge, I am also a certified trainer MFPC for modules SM1, SM2 and SM3 and have trained Federation of Investment Managers Malaysia (FIMM) core management team on investment sales compliance.
I have received my CFP from Financial Planning Association of Malaysia and Shariah RFP from Malaysian Financial Planning Council in 2009 and 2017 respectively. I hold a Bachelors Degree in Marketing and Management from Northeastern Wesleyan University, USA and MBA in General and Strategic Management form Maastricht School of Management, Netherlands. I am also currently pursuing Certified Anti-Money Laundering & Counter Financing Terrorism Compliance Officer certification.