Mr Calvin Goon has over 18 years of working experience in sales and marketing in the asset and wealth management, private banking and the affluent segment business. Calvin joined Affin Bank Berhad in October 2019 as Head of Wealth Management. His portfolio also includes the customer segmentation for the affluent and mass affluent business. His strength is in building profitable business model which involves skills in market intelligence, cost and revenue analysis, and sales and marketing campaign. With his in-depth experience in wealth management product development and serving the needs of high net worth individuals, his team is responsible for driving the growth and profitability of the affluent and mass affluent customer base alongside the Wealth and Bancassurance products in the current role. Calvin has a degree in Marketing and Mass Communications from Universiti Sains Malaysia. He also holds the following certifications: CFP mark, Capital Markets and Financial Advisory Services (Singapore) Modules 1A & 1B and Pre-Contract Examination for Insurance Agents. He is licensed under FIMM for unit trust. He is also a MBA holder in Business from Conventry University.
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Evolving the Platform and Proposition – Malaysian Wealth Management Expert Opines The Hubbis Malaysia Wealth Management Forum of April 12 saw a group of experts join for a panel discussion of the event to analyse the evolution of platforms, processes, and products, debating the changing needs of both the end clients and the banks or other wealth management providers. Calvin Goon,....
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