Md Irfan Hashim (Ian)

Responsible for acquisition and servicing of ultra high net worth clients, managing and strengthening key client relationships

Identify clients’ needs and requirements; tailor suggestions to grow wealth using broad range of investment instruments available at CBA.

Provide sound advice to clients and suggest broad spectrum of conventional and unconventional investment instruments for: all personal and commercial property investments to maximise portfolio returns

Providing mentorship to junior relationship managers; groomed and advised young executives on best practice and strategies to acquire clients and boost share of wallet.

Playing key role in identifying underperforming and unprofitable accounts and ensured removal. Leveraged extensively on full spectrum of resources available in CBA to provide outstanding services to clients; connecting CBA clients with key investment specialists within bank to reorganize portfolios in order to maximize returns for customers.

Selected by superiors to manage clients’ active property investment portfolios due to familiarity with complex investment instruments and good grasp of market sentiments to provide sound client advice.

Developing strong relationships with clients, advisors and lenders to ensure a smooth loan application process.

Researched and analyzed financial statements and credit reports to identify potential risks and opportunities.

Maintain & enhance a supportive structure to enhance team effectiveness for distributors & accounts for emerging sales opportunities and support.

Create a motivating and energetic environment that supports a team environment.

Contribute to our training strategies and initiatives. Maintain and update operating procedures and training manuals for process operations. Ensure that all process operators are trained on the most updated version of the operating procedures.

Conduct effective delivery of course content through a combination of methods, including; classroom facilitation, webinar, video and e-learning programs to meet each courses objective.