Woon Tze Hong

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Federal Territory of Kuala Lumpur, Malaysia

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Timeline
About me
Senior BDE | Business Acquisition
Education
- R.E.A.L Schools
  2001 - 2014
  National Syllabus
  - Completed all stages of mandatory national examinations (GCSE equivalent)- Represented the school in district level football competitions - Licensed member of the St. John's Ambulance team
- Taylor's University
  2016 - 2020
  Bachelor of Business (Hons) Finance & Economics
  - Completed the degree program with Second Class Upper Honours- Co-Founder & Vice President of Taylor's Futsal Club- Recipient of Taylor's Edge Award
- University of the West of England
  2016 - 2020
  Bachelor of Art (Hons) Economics
  Dual degree certification with Taylor's University
- Taylor's University
  2015 - 2016
  Foundation in Business
  Completed the foundation program with Second Class Upper Honours
Experience
- Public Bank
  May 2020 - Mar 2023
  - Managing clients' wealth with focus on bancassurance- Assisting on daily banking operations to ensure maximum efficiency- Ensuring sales targets are achieved across various banking products - Ensuring sales target is achieved on various banking products, with focus on bancassurance- Providing clients with wealth management advices and solutions- Maintaining relationship with key clients to enhance their banking experiences
  - Assistant Sales Manager
    Nov 2022 - Mar 2023
  - Senior Financial Executive
    May 2020 - Oct 2022
- UOB
  Jun 2023 - Jan 2024
  Client Acquisition Manager
  - Sourcing & acquiring NTB HNW clients into the bank- Connecting clients to relationship managers for potential cross-selling opportunities - Driving growth in various areas with focus on CASA, AUM & client acquisitions- Assisting on daily banking operations to ensure maximum efficiency
Licenses & Certifications
- PCEIA
  The Malaysian Insurance Institute
  Jan 2020
- CEILLI
  Asian Institute of Insurance (Formerly known as Malaysian Insurance Institute)
  Jan 2020
- IPRA
  Federation of Investment Managers Malaysia (FIMM)
  Mar 2022
- CUTE
  Federation of Investment Managers Malaysia (FIMM)
  Mar 2022
- Affiliate
  Asian Institute of Chartered Bankers
  Jun 2020
Honors & Awards
- Awarded to Woon Tze Hong
  SDRC Best Club Award 2024 - Dec 2024 Led Taylor's Futsal Club to be the best club in Taylor's University for year of 2024
- Awarded to Woon Tze Hong
  SDRC Event of the Year - Dec 2024 Merdeka Futsal Tournament organized by Taylor's Futsal Club is recognized to be the best event held in Taylor's University for the year of 2024
- Awarded to Woon Tze Hong
  Acquisition Contribution Recognition - Dec 2023 Recognition of contributions in client acquisition figures for the year of 2023
- Awarded to Woon Tze Hong
  Million Regular Premium Producer 2022 - Dec 2022 Achieved Million Regular Premium Producer for the year of 2022 with FYP RM1.67m
- Awarded to Woon Tze Hong
  Million Regular Premium Producer 2021 - Dec 2021 Achieved Million Regular Premium Producer for the year of 2021 with FYP RM1.4m
- Awarded to Woon Tze Hong
  Dean's List - Jul 2016
- Awarded to Woon Tze Hong
  Taylor's Edge Award - Jul 2015
Volunteer Experience
- Scholar's Development Program
  Issued by Taylor's University on Jan 2015
  Associated with Woon Tze Hong