Eng Wee Lim

Eng Wee Lim

Assistant Dealing Manager

Followers of Eng Wee Lim117 followers
location of Eng Wee LimKuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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  • Timeline

  • About me

    Assistant Vice President

  • Education

    • Universiti Tunku A

      2006 - 2009
      Bachelor of Science (B.Sc.) Biotechnology
  • Experience

    • Phillip Futures Sdn Bhd

      May 2012 - Jul 2016
      Assistant Dealing Manager

      To provide exceptional support to clients by efficiently executing trade orders and delivering insightful advice, ensuring seamless trade execution and empowering clients to make informed decisions.To deliver timely and comprehensive market updates to clients, equipping them with valuable insights and enabling informed decision-making in dynamic market conditions.To offer personalized assistance to clients throughout the process of opening new futures trading accounts, ensuring a smooth onboarding experience and providing expert guidance tailored to their individual needs.Engage actively in diverse marketing events, including seminars, webinars, investment conferences, and advertising promotions, with the aim of driving increased trading volume and expanding the customer base through effective recruitment strategies.To diligently maintain an organized and up-to-date client database, while proactively cultivating and nurturing strong relationships with customers and channels to foster rapport and loyalty.To diligently monitor clients' risk levels and promptly identify and address margin calls, ensuring effective risk management.Specialized in comprehensive commodities research, with a particular focus on palm oil, oilseeds and grains, precious metals, and crude oil, delivering valuable insights and analysis to inform strategic decision-making and drive profitable investment opportunities.To consistently deliver timely and accurate daily trading calls to clients, leveraging in-depth market analysis and a strategic approach to support informed decision-making and drive successful trading outcomes.To regularly provide insightful monthly commentary on crude oil and soft commodities to Borneo Post, offering expert analysis and market updates that inform readers and contribute to a well-informed understanding of these sectors. Show less

    • Hong Leong Investment Bank

      Jul 2016 - Nov 2021
      Assistant Dealing Manager (Futures)

      To provide exceptional support to clients by efficiently executing trade orders and delivering insightful advice, ensuring seamless trade execution and empowering clients to make informed decisions.To deliver timely and comprehensive market updates to clients, equipping them with valuable insights and enabling informed decision-making in dynamic market conditions.To offer personalized assistance to clients throughout the process of opening new futures trading accounts, ensuring a smooth onboarding experience and providing expert guidance tailored to their individual needs.Engage actively in diverse marketing events, including seminars, webinars, investment conferences, and advertising promotions, with the aim of driving increased trading volume and expanding the customer base through effective recruitment strategies.To diligently maintain an organized and up-to-date client database, while proactively cultivating and nurturing strong relationships with customers and channels to foster rapport and loyalty.To diligently monitor clients' risk levels and promptly identify and address margin calls, ensuring effective risk management.To meticulously test and optimize online and mobile trading platforms, ensuring seamless user experiences, enhanced functionality, and robust performance. Show less

    • Affin Hwang Investment Bank

      Nov 2021 - now
      Assistant Vice President

      To provide exceptional support to clients by efficiently executing trade orders and delivering insightful advice, ensuring seamless trade execution, and empowering clients to make informed decisions.To deliver timely and comprehensive market updates to clients, equipping them with valuable insights and enabling informed decision-making in dynamic market conditions.To offer personalized assistance to clients throughout the process of opening new futures trading accounts, ensuring a smooth onboarding experience and providing expert guidance tailored to their individual needs.Engage actively in diverse marketing events, including seminars, webinars, investment conferences, and advertising promotions, with the aim of driving increased trading volume and expanding the customer base through effective recruitment strategies.To diligently maintain an organized and up-to-date client database, while proactively cultivating and nurturing strong relationships with customers and channels to foster rapport and loyalty.To diligently monitor clients' risk levels and promptly identify and address margin calls, ensuring effective risk management.To meticulously test and optimize online and mobile trading platforms, ensuring seamless user experiences, enhanced functionality, and robust performance.Actively engage in the launch and promotion of Hong Kong and CME futures products to customers, leveraging effective marketing strategies and exceptional communication skills to drive awareness, generate interest, and facilitate customer adoption. Show less

  • Licenses & Certifications

    • Capital Markets & Securities Analyst (CMSA®)

      Corporate Finance Institute® (CFI)
      Jan 2025
      View certificate certificate
    • Financial Modeling & Valuation Analyst (FMVA®)

      Corporate Finance Institute® (CFI)
      Oct 2024
      View certificate certificate