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Liang YeeKai

Liang YeeKai

Followers of Liang YeeKai325 followers
location of Liang YeeKaiPenang, Malaysia

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  • Timeline

  • About me

    Agency Manager at Public Mutual Berhad.. My office is everywhere i am.. Certified financial planner.. Personal financial planner come career builder recruitment.. #atasInvestment

  • Education

    • KDU

      -
      Certified financial planner Financial planning

      getting around with financial sector people on latest market trend and also enhance more knowledge on personal financial planning which covered risk management, taxation, estate will planning and investment

    • Universiti Tunku Abdul Rahman

      2005 - 2008
      Biotech (Hons))

  • Experience

    • Public Mutual Berhad

      May 2008 - now

      Investments planning to achieve HERO goals such as H. Housing ownership. E. Education planning, R . Retirement, and Other financial goals just beating inflation over time. Personal:continue the servicing of client in financial planning way and help client to achive thier financial goals.Group:Coach and monitor a team of 70+ consultant

      • Unit Trust Consultant

        Jan 2009 - now

      • Agency Manager

        May 2008 - now

    • Medigene Sdn. Bhd.

      May 2009 - Dec 2013
      Marketing Sales

      Servicing company-Life Sciences Industry

    • PB Trustee Services Berhad

      May 2013 - now
      Estate Planner

      Estate Planner that provides wealth planning services [Will Writing, Trust Setup, Business Value Protection Trust, Family Succession Planning, Special Needs Child Trust and etc] to public especially professionals. Free advise for the procedural, legal and financial aspects of the estate planning.

  • Licenses & Certifications