Petnny Ch’ng CFP CERT TM - Associate Director at UOB Kay Hian Private Wealth

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Petnny ch’ng cfp cert tm

Penang, Malaysia

+91 xxxx xxxxx

[email protected]

215 followers

Timeline
May 2001 - Jun 2003
Marketing and Business Development Executive
IBMEC Holdings Pte Ltd
Oct 2003 - Aug 2007
Relationship Manager
UOB
Penang, Malaysia
Aug 2007 - Oct 2010
Relationship Manager
The Royal Bank Of Scotland Berhad
Dec 2010 - Nov 2022
Client Portfolio Manager
Affin Hwang Asset Management Berhad
Penang, Malaysia
Current Company
Oct 2022 - now
Associate Wealth Director
UOB KayHian Private Wealth
About me
Associate Director at UOB Kay Hian Private Wealth
Education
- Deakin university
  1998 - 2000
  Bcom marketing, management, management information systems
Experience
- Ibmec holdings pte ltd
  May 2001 - Jun 2003
  Marketing and business development executive
- Uob
  Oct 2003 - Aug 2007
  - Relationship Manager
    Sept 2005 - Aug 2007
  - Customer Service Executive
    Oct 2003 - Aug 2005
- The royal bank of scotland berhad
  Aug 2007 - Oct 2010
  Relationship manager
- Affin hwang asset management berhad
  Dec 2010 - Nov 2022
  - Client Portfolio Manager
    Jan 2017 - Nov 2022
  - Team Manager
    Jan 2015 - Dec 2016
  - Client Portfolio Manager
    Dec 2010 - Dec 2014
- Uob kayhian private wealth
  Oct 2022 - now
  Associate wealth director
Licenses & Certifications
- Module 6 - malaysian equities: stock market & securities law
  Securities industry development corporation (sidc)
  Nov 2022
- Capital markets services representative’s licence
  Securities commission malaysia
- Module 7- malaysian equities : financial statement analysis and asset valuation
  Securities industry development corporation (sidc)
  Nov 2022
- Certified financial planner (cfp)
  Financial planning association of malaysia (fpam)
- Certified financial planner (cfp)
  Fpam

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