Joel Wong

AVP | 6 Years in Portfolio Management

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

About

Detail-oriented portfolio analyst with 7 years of experience. Highly adaptable, dedicated, and aiming to utilize my analytical ability to achieve the goals of your company.

Experience

  • UOB (10 yrs)
    • Assistant Vice President, Portfolio Analyst
      Mar 2023 - Present · 3 yrs 5 mos

    • Manager, Portfolio Analyst
      Aug 2016 - Mar 2023 · 6 yrs 8 mos

      - Portfolio's Expected Loss (EL) and Risk-Weighted Assets (RWA) analysis - BASEL regulatory reporting relating to Capital Adequacy - Impairment Provision MFRS 9 - Pricing RoRWA % - Portfolio Stress Test - Users Acceptance Test (UAT) for data / system improvement as and when changes are required - Business Units' support / Helpdesk as and when requested by BUs, Group counterpart or internal stakeholder on capital computation / BASEL / scorecard and rating related issues

  • Life Planning Advisor at i-GenXYZ Financial Group
    Oct 2015 - Jan 2016 · 4 mos

    To satisfy customers' needs on a continuous bases with regards to financial planning, protection and savings.