Zhan Bo Loke

Experience

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  Grant Thornton Malaysia

  Sept 2018 - Dec 2019

  Audit Associate

  • Audited clients from property development and utilities sector industry, property division of a multinational conglomerate and listed companies in the Kuala Lumpur Stock Exchange.• Involved in preparation of financial statements, consolidated financial statements, and performed group consolidation.• Possess versatility skills in being a team player when working with team members• Participated in Inter- Audit Firm Games (IAFG) futsal in year 2018 & 2019.

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  Hitachi Sunway Information Systems

  Dec 2019 - Dec 2020

  Finance Executive

  • Assisting in the preparation of budgets for overseas companies, such as Vietnam and Indonesia branches.• Reconciling daily, monthly and yearly transactions• Preparing financial statements and management report • Developing an in-depth knowledge of organisational products and process• Resolve financial disputes raised by the customer service and sales teams• Being a key point of contact for other departments on financial and accounting matters• Supporting the Finance Manager and executives with projects and tasks when required• Able to understand and cope with several overall tax compliance Show less

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  OCBC Bank

  Dec 2020 - Nov 2021

  Relationship Manager

  • Acquisition of new to bank customer to be our Premier Banking customers.• Promote the bank product and services, focusing on wealth and loan products but not restricted to mortgage loans, cards, new account opening, Deposit, and Insurance.• Offered banking advice by providing right solution that meeting customers’ needs.• Optimize customer interaction to deliver sales results and client engagement activities.• Deliver high quality service standard and excellent customer service.• Evaluate customers’ needs and financial status and proposing protection plans that meet their criteria Show less

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  AmBank Group

  Nov 2021 - now

  Relationship Manager