About Me
hi，
您好！我是 Yvonne Loh， 从事财务风险管理行业已经 17 年，我曾经在银行服务超过16 年，目前我在 GV 公司担当全方面财务规划师。
我们通过以下方式帮助企业主和个人创造更好的财富及风险管理：
1. 个人及公司保险/回教保险
2. 个人信托 - 投资咨询
3. 个人及企业融资/贷款及产业抵押贷款
4. 企业上市咨询/管理咨询
5. 遗嘱管理
Hello! My name is Yvonne Loh. I have been engaged in the Financial & Banking industry for 17 years. I am currently working as a Holistic Financial Planner at GVMA Company.
We help business owners and individuals create better wealth management by:
1. SME & Mortgage Financing
2. Insurance/Takaful
3. Investments
4. Will & Trust
5. Business Advisory /Management Consulting
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My Banking Journey & Achievements
Experienced and driven Financial Advisor with over 16years of Banking & Financial experience providing
clients with optimal assistance with legacy planning, education & retirement planning, estate planning, investment advice and overall support in managing their financial goals.
Bringing forth excellent customer service skills, strong organizational skills, and the ability to communicate well with others.
Highly motivated professional with a proven track record of delivering high quality services.
Achievements
- Bancassurance Sales Executive, Bank Menglembu Branch
February 2008-December 2010
- 2008 Qualifier to Incentive Trip to Seoul, Korea (2tickets) with RM 1.5Mil Bancassurance
- 2009: National Sales Convention (NSC) Champion of outstanding Sales Achiever for overall Bancassurance Award 2008/09
- 2009: Qualifier for Incentive Trip to Las Vegas/ Los Angeles
- Assistant Sales Manager, Bank Menglembu Branch
January 2010- December 2011
- Promoted in 2 years and continue to excel sales achievement and developed high customer service that improved customer satisfaction
- Promote and helping customers to get protected via Bancassurance products, building wealth via Unit Trust investment, Legacy in Will Writing and cross sell Banks other products and services to prospective customers
- Regional Manager, Wealth Management, Regional Office
January 2012-February 2020
- Coordinated with regional teams to ensure regional objectives were meet and exceeded
- Developed and implemented sales strategies that resulted increase in regional sales within 1year
- Special Recognition for Outstanding Contribution Regional Sales Achievement in 2012
- 2012 Qualifier to Incentive Trip to Cambodia /Phnom Penh with my team
- 2013 Qualifier to Incentive Trip to Taipei, Taiwan with my team
- 2014 Qualifier to Incentive Trip to Shanghai / Su Zhou/ Hang Zhou with my team
- 2015 Qualifier to Incentive Trip to Pangkor Laut Resort with Rookies Team
- 2016 Qualifier to Incentive Trip to Seoul, Korea with my team
- 2017 Qualifier to Incentive Trip to Osaka/ Kyoto with my team
- Sales Manager, Wealth Management, Bank Gunung Rapat Branch
March 2020- March 2024
- 2020 Top Productivity Award sales in Bancassurance & Consistent in Unit Trust sales achievement for Central
- 2021 Bancassurance Sales Award -1 st Runner up for Central with AFYP 666,803
- 2022 Bancassurance Sales Achievement AFYP RM 716,781
