Ting Hao Woo

Experience

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  CIMB

  Oct 2016 - Jun 2022

  Assistant Sales Manager

  To assist customer on applying their loans, provide financial advice & solution and to offer customer best loan package which best fit the borrower's financial needs. In addition, to screen through customer documents and information whether customer profile is eligible for the loan requested and also it's genuineness.- Mortgage Loan- Top Bancassurance Achiever- Top Banca Club Reward- Top Credit Life Insurance (MLTA, MRTA, MRTT)- Top Credit Card Producer- Cross Selling Performer- Financial Advisory & Planning- Personal Loan- Strong Financial KnowledgeExperienced mortgage loan banker with over 5 years in the financial industry, specializing in mortgage loan financing, Banca assurance, client advisory services and more. Successfully achieved multiple awards & incentive trips to overseas. Show less

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  HSBC

  Jul 2022 - Jun 2023

  Premier Relationship Manager

  To develop and maintaining strong customer relationships. To diversify, to manage & to grow their wealth by giving personalized financial advice which best fit their needs. Delivering exceptional customer service, communicating and providing various types of banking information and services for Premier customer.- Wealth Growing & Planning- Financial Advisory - Handle Client's High Expectations - Discover & Address to Customer Needs- Building & Maintaining Stong Customer Relationships- Identifying Opportunities for Greater Profits- Strong Financial KnowledgeResponsible for providing personalized financial advice and tailored banking solutions to high-net-worth clients, ensuring their financial goals are met with exceptional service. Show less

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  Boss Boleh Cloud Company Secretary

  Apr 2023 - now

  Assistant Manager (Team Lead)

  A licensed cloud-based company secretary specializing in helping businesses withtheir company registration and compliance needs. This includes assistance with annual filings, tax registrations, maintaining statutory registers, and more.- Company Secretary Services - Corporate Development & Collaboration - People Management & Decision Making- Problem Solving & Supporting - Tax & Financial Advisory- Business Growing & Planning- Company Registration & Compliance NeedsI offer expert consultation to our clients focusing on incorporation of company and guidance on the tax comparison & calculations. Additionally, I advise on the comparison between different company entities such as SDN BHD, Enterprise, LLP & BERHAD. Successfully achieved & broke the company’s new high sales record and implemented new workflow processes that increased team efficiency by 30%. Show less