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Lim Jia Yun
理財專員 | 馬來西亞
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Lim Jia Yun

理財專員 | 馬來西亞
I was born in 1996 in Malaysia. In 2016, I went to Taiwan for my studies, which not only broadened my horizons but also cultivated my ability to adapt to different environments. Currently, I work as a sales officer at a bank in Malaysia, where I am primarily responsible for recommending and selling financial products to clients. I interact with clients from diverse backgrounds daily, providing personalized financial advice based on their needs and helping them choose the most suitable financial products. Through this process, I have learned how to quickly understand client needs and build long-term, trusting relationships with them. Prior to this, I gained experience working in the service industry, which enhanced my communication skills and ability to maintain friendly interactions with clients. These experiences have not only enabled me to excel in my current role but also equipped me with the adaptability to transition into various industries. Although I am currently working in the financial sector, I have a broader interest in my future career development. I am passionate about learning and exploring new fields and hope to apply the skills and experience I have gained in the financial industry to other areas in the future. I remain open to my long-term career goals and look forward to discovering the right direction for me through continuous learning and growth. I believe that regardless of the industry I pursue in the future, my skills in communication, problem-solving, and building trust will be invaluable assets in my career. I am eager to apply these abilities in a new work environment, continuously challenge myself, and achieve my professional aspirations.
Logo of the organization.
OCBC Bank
Logo of the organization.
中國科技大學
Perak, Malaysia
Malaysia・Taiwan・Republic of Singapore

Professional Background

  • Current Status
    Employed
  • Profession
    Customer Service Representative
    Project / Product Management
    Sales Representative
  • Fields
  • Work Experience
    2-4 years (2-4 years relevant)
  • Management
    None
  • Languages
    English
    Fluent
    Chinese
    Intermediate
    Malay
    Intermediate
  • Highest Level of Education

Job Search Preferences

  • Current Status
    Open to opportunities
  • Desired Job Type
  • Desired Positions
  • Desired Work Locations
  • Freelance

Work Experience

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理財專員 / 銀行銷售 / Sales Officer (bank)

OCBC Bank
Full-time
Sep 2023 - Present
在馬來西亞銀行擔任理財專員,主要負責向客戶推薦與銷售理財/金融商品,提供個性化財務建議,協助客戶選擇適合的產品,建立長期信任的客戶關係。

N/A

Sep 2023 - Present
目前在馬來西亞一家銀行擔任銷售/理財相關職務(在職中),負責與客戶互動並提供理財商品與建議。

服務生 / Service Staff

Jul 2018 - Jun 2019
1 yr 0 mos
於規模100~500人的公司擔任服務生,提供客戶服務,培養溝通與親切應對能力。

服務生 / Service Staff

Jun 2016 - Jan 2018
1 yr 8 mos
在大型(500人以上)餐飲或服務單位擔任服務生,負責日常顧客服務,培養客戶溝通與團隊合作能力。

Education

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Master of Science (MS)
N/A
2016 - 2020