
Edwin Aeria

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About me
Assistant Vice President Regional Wealth Consultant
Education

Universiti UCSI
2009 - 2011Business Administration (Hons).webp)
Disted-Stamford College (DISTED)
2006 - 2008Business Studies Business 3.0Activities and Societies: Student Representative Council Actively participating programs by student council (Prom night, student camp)
Experience

HSBC bank
Feb 2012 - Apr 2016Actively participate and provide feedback in department’s sales planning to generate effective action plans to meet. Build and deepen relationship with customers through excellent service as to maximize on cross-sell and referral opportunities. •Perform a diverse of sales and services activities to Mass, Advance, Premier and Business Banking clients either though face to face or through an alternate channel.•Provide operational support to branch when required such as manpower issue and to put special importance on counter services, risk operation and control.•Participating projects launch and build relationship with developers to gain potential leads for sales.
Premier Relationship Manager
Jan 2015 - Apr 2016Personal Financial Consultant
Feb 2012 - Dec 2014

RHB Banking Group
May 2016 - Feb 2018Global Market Specialist•Responsible in contributing to the overall growth of Wealth Management FX and DCI revenue while improving the sales process for FX and DCI.•Responsible for training, coaching and guiding RM in FX and DCI supplemented by weekly FX market outlook to sales staff via teleconference or face to face.•Create and manages channels for queries and issues relating to FX and DCI.•Provide a DCI desk platform for RM to handover client for DCI.

Maybank
Mar 2018 - nowAVP Regional Wealth ConsultantProvide active role in Wealth Management products advisory, sales and marketing for the whole region to clients and sales staff.
Licenses & Certifications

IPPC
Oct 2014
Languages
- enEnglish
- chChinese
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