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ABD. AZIZ BIN IBRAHIM

 

11A, Jalan PJU 10/13

Saujana Damansara, 47830 Petaling Jaya

Selangor Darul Ehsan

Malaysia

Resident phone no: 03-7963 3125

Cellular phone no: 012-220 1558

E-mail: azizibrahimcfp@yahoo.com

     
EDUCATION   CALIFORNIA STATE UNIVERSITY, FRESNO, USA
   

Bachelor of Science in Business Administration

Concentration:      Accounting

Graduation Date:  15 August 1986

 

INSTITUTE TADBIRAN AWAM NEGARA, BUKIT KIARA, MALAYSIA

Post Graduate Diploma in Public Administration

Concentration:      International Relations

Graduation Date:  December 1992

 

INTERNATIONAL ENGLISH INSTITUTE, USA

Intensive Program In English As A Second Language

Graduation Date:  August 1982

     
PERSONAL  

Certified Financial Planner (CFP) – Certified Member

QUALIFICATION  

Membership No.:      C000182 (since May 2002)

     
     
OTHERS  

Passed the Pre Contract Examination (PCE) for Insurance Agent,

   

Federation of Malaysian Unit Trusts Manager (FMUTM) examination and Commisioned Dealer’s Representative License

     
WORK EXPERIENCE   CHUNG KHIAW BANK LTD., PENANG
   

Credit Officer, July 1987 - April 1990

     
   
  • The sole Credit Officer at the branch

  • Responsible for more than 600 credit accounts

  • Supervising, processing loans, loan documentations, security supervision on all credit related functions

  • Write reports to Monetary Authority of Singapore (MAS) and BNM

   

UNITED MALAYAN BANKING CORP. BHD, MALAYSIA

    Asst. Exec. Officer, Loans Supervision Dept. (Corporate Recovery Services), April 1990 - December 1992
     
   
  • Responsible for 13 corporate accounts valued at $350 million

  • Review and restructure the non-performing accounts

  • Proposed the rehabilitation program on doubtful accounts

  • Turning around the ailing companies

  • Asst. Unit Head for the department information centre

     
   

MINISTRY OF FOREIGN AFFAIRS (Wisma Putra), MALAYSIA

    Pegawai Tadbir & Diplomatik (PTD),  Asst. Secretary – Regional Economics; Economics Div.,Dec1992–February 1995
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  • Desk Officer for Malaysia’s economic matters such as APEC, EAEC, PBEC, PECC and etc.

  • Prepared Parliament’s report for the minister

  • Regularly attended seminars/conventions as delegates involved in preparing WTO papers and national maritime affairs

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ARAB-MALAYSIAN SECURITIESTS BHD, MALAYSIA

    Commissioned Dealer’s Rep. (Remisier), February 1995 – September 1998
     
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  • Research on the stock market and counters for recommendation

  • Involved in all sales and marketing activities

  • Handling inquiries and complaints from customers as well as the strategizing customers’ fund.

     
   

SENIOR PRIVATE SECRETARY TO YB DATO’ DR SITI ZAHARAH SULAIMAN

    October 1998 – November 2000
     
   
  • Deputy Health Minister

  • Minister in the Prime Minister’s Department

  • Minister of National Unity and Social Development

  • An intermediary between government departments and the Minister

  • Overseeing the development and problems of YB’s parliament constituent at Paya Besar, Kuantan, Pahang

  • Also sit in the local counsel

   

PERMODALAN NASIONAL BERHAD (PNB) - AMANAH SAHAM NASIONAL BERHAD (ASNB)

    Head of Team II (Fixed Price and Govt. Agencies), Marketing and Investment Services Department January 2001 – October 2002
     
   
  • Team II (Fixed Price and Govt. Agencies)

  • Conduct financial planning seminar/workshop to the identified target groups (professionals, opinion leaders, schools and colleges/university, government officials, uniformed organization, and village/rural people)

  • Plan the seminars in the country throughout the year

  • Process the feedbacks from the participants for formulating sales strategies on the fixed price products for ASNB “Kelab Pelaburan Bijak PNB” (KPBPNB)

  • Committee member for yearly event of “Minggu Saham Amanah Malaysia”

  • In charge of KPBPNB programs in Perak and Selangor

  • Plan the program throughout the year for investment activities at the KPBPNB schools

  • Branch Manager ASNB Seremban, June 2003 – September 2003

     
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Marketing Department, Seminar and Exhibition Unit, ASNB

   

Financial Planner, October 2003 – July 2004

     
   
  • Plan, organized, and carry out Financial Planning semhe identified target group throughout the country

  • Prepare financial planning materials to suit the needs of each target group

  • A speaker for the seminars to give talks on financial planning to these groups of audiences

  • Prepare and update seminar guidelines for reference or guides

  • Prepare seminar reports after each of the seminar/event.

  • Develop standard operating procedures for ISO system for seminar and exhibition which cover the event as well as the speakers

    Committee member for yearly event of “Minggu Saham Amanah Malaysia”
   

since year 2001

     
   
  • Develop risk management strategies to be implemented in the department

  • Develop investment activities especially for armed forces and other government agencies through investment/financial planning program throughout the country

  • Maintaining clients’ portfolios as well as solicit for new business

     
   

AZIZ IBRAHIM FINANCIAL CONSULTANT

   

Licensed Financial Planner/Investment Advisor by Securities Commission

     
   

Book Writer – “Lebuhraya Baru Kebebasan Kewangan - Jutawan Daripada Beban Hutang”  (Utusan Publication and Distribution Sdn. Bhd.)

     
   
  • First book written under “Lebuhraya Baru Kebebasan Kewangan” published by UPD to be distributed by end of April 2005

  • Write articles to be published in the local newspapers that of interest to the public and society in general

  • Proposed projects/programs to the government for business and/or social aspects

  • Writer for upgrading of social and economic matters for mankind

     
   

Speaker (freelance) – Financial Planning in Malaysian Contexts

     
   
  • Plan, organized, and carry out Financial Planning seminar for identified target group throughout the country

  • Prepare financial planning materials to suit the needs of each target group

  • A speaker for the seminars

  • Prepare and update seminar guidelines for reference or guides

  • Create special texts relevant to Malaysians through products available in the market.

  • Develop modules and techniques for the audience with regard to the required subjects.

     
   

AmAssurance Berhad – AmBank Group

Agency Manager – W85

 

   
  • Agent for sales of AmBank retail loan products.

  • In charge of agents under the agency.

  • Agent for life insurance products under AmAssurance Berhad and Business assurance.

     
   

Apex Investment Services Berhad

Senior Managing Consultant

 

   
  • Plan, organized, and carry out Unit Trusts business and Investment strategy for individual and company.

  • Recruit clientele and disseminate information on stock-broking business and trade through the use of Internet.

  • Maintaining clients’ portfolios as well as solicit for new business

PERSONAL DATA    
     
Age / Birth date   40 years / 9 April 1964
Place of Birth   Kota Bharu, Kelantan Darul Naim, Malaysia
Height   175 cm
Weight   85 kg
Marital status   Married
Citizenship   Malaysian
Language   English and Malay
     
Past activities  

Merit badge Outbound school Association

   

 

    Member of Local Counsel, Kuantan, Pahang
     
    Member, "Persatuan Pegawai Tadbir dan Diplomatik"
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Interest  

Fish breading, fishing, traveling, gardening, reading, and chatting

     

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