Alfred Wong, CFP

Experience

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  Commonwealth Bank

  Jan 2009 - Jan 2010

  Research Assistant

  Responsibilities- Developed and implemented an event manual- Planed and organised internal marketing activities (budgets, sales volumes, value)- Maintained and developed a computerized prospect database- Liaised with Melbourne City Council to perform duties to aid business and organisational development Achievements- Performed new techniques to improve efficiency of event manual- Made business processes more efficient

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  OCBC Bank

  Oct 2012 - Dec 2017

  Senior Relationship Manager

  Responsibilities:-​Managing and building relationships with high net worth clients-​Managing and evaluating client portfolios by recommending investments based on applicable risk profiles-​Increasing Assets under Management for both existing and new clients-​Acquiring new Premier Private Clients and upgrading existing clients-​Cross selling structured investments, unit trust, life insurance products and foreign ​currency-​Handling a base of more than 200 clients-​Ensuring an excellent customer service experience for al clients, including Premier Private ​banking clients Achievements:- Achieved 2nd runner up for overall top Acquisition Relationship Manager in 2013- Achieved absolute revenue of RM1,300,000 against revenue target of RM720,000 for year 2015.- Achieved absolute revenue of RM1,500,000 against revenue target of RM1,008,000 for year 2016- Successfully referring & connecting in excess of 25 clients to Bank of Singapore and OCBC Premier Banking in Singapore Show less

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  Hong Leong Bank Berhad

  Jan 2018 - now

  Senior Relationship Manager (Private Banking)

  Achievements: - Achieved Top New Relationship Manager 2018