
Leong Cheng Wei
Personal Wealth Executive @ UOB
Malaysia
Johor Bahru
Banking
Sales, Investment Banking, Retail Banking, KYC Verification, AML/CFT Compliance, Risk Profiling & Suitability Assessment, Data Accuracy & Record Management, Fixed Asset Management, Retail Sales, Problem Solving, Adobe Acrobat, Canva, IBM SPSS, Document Management, Administrative Assistance, Customer Service, Business Development, Data Analysis, Office Administration, Teamwork
Experience

Personal Wealth Executive
Johor Bahru, Johore, Malaysia
➢ CASA acquisition through prospecting, referral walk-in conversion. ➢ Financial Profiling and recommend suitable solutions: savings, protection and investment. ➢ Cross-sell Unit Trusts, Bancassurance and other retail banking products. ➢ Ensure full compliance with BNM regulatory requirements: KYC, AML/CFT and bank’s internal compliance policy. ➢ Engaging customers to build long-term banking relationships. ➢ Promote digital banking ecosystem during onboarding process.

Admin Executive
Johor Bahru, Johore, Malaysia
➢ Coordinate with the headquarters to develop and oversee the implementation of regional administrative management policy. ➢ Manage regional administrative budgets, expense approvals, and rental research. ➢ Coordinate visitor reception, interview guidance, and meeting room management. ➢ Manage office supplies requests, inventory, and distribution. ➢ Oversee fixed asset management, regular check and equipment maintenance. ➢ Handle regional leasing contracts, business licenses, and property-related matters. ➢ Document control management, ensuring the security and integrity of files. ➢ Assist with HR-related tasks, including employee onboarding, offboarding, attendance management and benefit of employees.

Business Development Executive
Johor Bahru, Johore, Malaysia
➢ Manage updates and reporting of network operations, including openings, closures, and remote area data. ➢ Ensure the successful implementation of standardized network layouts and operational procedures. ➢ Provide IT system support for regional clients and assist with on-site operational procedures. ➢ Drive franchise network performance and ensure profitability by meeting targeted goals.

Intern
Johor Bahru, Johore, Malaysia
➢ Administrative support, including facilitating the information to franchisees, documents filing, email response and meeting scheduling. ➢ Participate in team project to achieve organization goals. ➢ Data analysis, analyze data by providing supportive information, prepare reports to help management in decision-making. ➢ Facilitate communication between departments and external partners to exchange info accurately on time. ➢ Address customer inquiries and resolve the issues efficiently.

Retail Sales Assistant
Johor Bahru, Johore, Malaysia
➢ Digi Authorized Dealer. ➢ Promote various range of telecommunication products and services. ➢ Build the relationship to customer to understand their needs and recommend tailored plans and solutions. ➢ Product demonstration to customers, promote the solutions, services and promotions. ➢ Manage customer accounts, transactions, resolve billing and service issues faced by customers.
Leong Cheng Wei's Contact Information
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