Pui Fun Loh

Client Relationship Management

-Established and maintained strong, long-term relationships with high net-worth clients by providing financial guidance tailored to individuals needs and goals. Proactively engage clients to identify new investment opportunities.

Financial Advisory and Wealth Planning

-Delivered advice on broad range of financial products to help clients grow, preserve and transition of their wealth effectively

Sales and Portfolio Growth

-Consistently exceed sales targets. And identify growth opportunities, resulting in portfolio expansion and client retention.

Risk Management and Compliance

-Ensure all transactions and advice were in strict compliance with regulatory requirements and internal policies.

Team collaboration

-Work closely with product specialist and portfolio counselor to deliver a well-rounded client experience.

Sales Achievement and Revenue Growth

-Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals. Self motivated, with strong sense of responsibility.

Client Relationship Development

-Strengthen client relationships by actively listening to their needs and providing tailored financial review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.