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ONG JENG MEY

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WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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Timeline
About me
Investment Advisory
Education
- Monash University Malaysia
  2010 - 2014
  Bachelor of business and commerce marketing and business law major 67.34
  Activities and Societies: Monash University Student Association
- Monash University Malaysia
  2010 - 2014
  Bachelor's degree marketing and business law
Experience
- OCBC Bank
  Oct 2014 - May 2023
  Managing forex & equity linked investment for clients, providing advice and solutions on current market trends and outlook.Developing new investment ideas, research & provide training to the sales force nation wide Managing and motivating the team on how to achieve their goals and targets in line with company direction.Understand individual team member strength and weakness, work out a solution, and achieve greater heights together. To provide banking services, and build good repo with high net worth clients. To update clients on current market situations and new investments. To construct a personalized comprehensive investment portfolio which is suitable for each individual customer. Top Acquisition Relationship Manager - Acquire New to Premier customers, manage, increase & grow clients AUM with the bank.
  - Treasury Specialist
    Dec 2019 - May 2023
  - Team Manager
    Apr 2018 - Nov 2019
  - Junior Relationship Manager
    Jul 2017 - Apr 2018
  - Acquisition Manager
    May 2016 - Jun 2017
  - Personal Financial Consultant
    Apr 2015 - Apr 2016
  - Workplace Manager
    Oct 2014 - Mar 2015
- CIMB BANK BERHAD
  Jan 2022 - Jul 2024
  Investment Advisor
- RHB Banking Group
  Aug 2024 - now
  Investment Specialist
Licenses & Certifications
- BACHELOR OF BUSINESS AND COMMERCE
  Monash University Malaysia