日本と海外をつなぐクラウドソーシング

Phillip Wealth Planner

Financial Representative

2014/10～

Provide clients with advice on financial matters, making recommendations on ways to best utilise their money. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale

Phillip Mutual Berhad

Head of Johor Region

2012/07～ 2014/10

Revamping the financial planner firm and manage to increase asset under management (AUM) within 2 years.
• Revamping the unit trust institutional business department and increase sales within 2 years.
• Established MOU with UTM for collaboration in research & development field, graduate agent & financial planner development program.
• Increase unit trust agency strength from 20 people to 80 people and financial planner from 10 people previously to 24 people currently.
• Plan and direct the organisation's overall strategy including overseeing employee communications and marketing the company's image to clients and the general public.
• Work closely with Singapore counterpart in term of cross selling product and knowledge transfer.

Iskandar Seni Urus Gaya Sdn Bhd

Manager

2011/10～

Raising capital for the new start up via private investor and SME Loan amounted to almost RM1million
• Acquire invitation to open business in Johor Premium Outlet Food Court and establish a new Joint Venture Company, Sierra Nusantara Sdn Bhd (SNSB) between ISURGA & Vivian Chai to run 7 stalls at food court
• Achieving first months sales of RM603,000 in total
Preparing business plan for capital raising and business direction SNSB
• Hiring and managing 40 staffs which includes foreign worker and
management team for SNSB
• Setting up accounting system and stock management for SNSB
• Monitor and managing daily day to day task involving staff attendance,
ordering raw material, hiring new people, payroll etc

Iskandar Development Management Services Sdn Bhd

Corporate Planning

2008/10～

Corporate Planning, Finance and Account, IDMS(2011): Initiate restructuring of business planning for IDMS and formulate sound business plan for the next five years.
• Assist in the preparation of 5-Year annual company’s budget (1 budget year plus 4 forecast years) to be incorporated in the business plan. Compile and communicate with all departments (including Finance & Accounts section) on the compilation of the figures.
• Assist and provide input to the Management on strategic planning and business development of the Company.
• Liaise with Clients for the execution of all Project Management Consultancy agreements on the agreed services. Prepare billing schedules for each agreement that should be approved by the Clients