Welcome to my profile!

Hey folks, I'm
Steven Ling Wealth Planner

Providing Insurance or Investment Solution Tailored to Your Unique Needs.

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Experiences

2022

Senior Wealth Personal Banker

Ambank (M) Bhd

Offer guidance on risk management and life insurance planning to specific group of portfolio, prepare customised life insurance plan according to client's particular needs and financial situation, assist client in securing optimal coverage and protection.

2021

Wealth Personal Banker

CIMB Bank Bhd

Offer guidance on risk management and gaining valuable experience in insurance operations.

2020

Client Advisor

Phillip Mutual Berhad

Providing exceptional service to our diverse clients, offering tailored solutions and expert guidance to meet their unique needs and goals while ensuring utmost satisfaction and loyalty.

2019

Personal Financial Consultant

Hong Leong Bank Bhd

Gain hands-on experience in client and their risk management, while providing esteem service for their needs.

Contact

Contact Number

+60 10-960 7272

Email Address

steven.ling@wissb.com