WISE VISION ESTATE PLANNING & SERVICES

About Company

WISE VISION ESTATE PLANNING & SERVICES (WVESS) is a sole-proprietorship firm established in September 2008. Its principal activity is to help clients secure their financial future with an integrated financial planning ranging from wealth preservation to wealth accumulation.

Our firm is located at 1st Floor, Lot 5438, Lorong Penyau 7, Jalan Tun Abdul Razak, 93300 Kuching, Sarawak.

Wise Vision is managed by Adrian Chai, who has 15 years of experience in the banking industry. He is involved in Consumer Sales, Credit Administration, Trade Finance, Debts Restructuring and Operational Works. He has been working in Kuala Lumpur, Kuching and Kota Kinabalu during his banking career and attended various courses organized by The Institute of Bankers Malaysia (IBBM), external courses, in house training and etc. As a manager, his role is to identify new businesses and develop and implement marketing activities. In addition, he would like also to establish a strong team of very dedicated people in the next five years. Prior to setting his own proprietorship firm.

About Me (Adrian Chai)

Banking Management
Records of accomplishment in 15 years in the banking industry. Experience in consumer sales, Commercial Loan, Trade Finance, Credit Administration and operational works, strength in customer service, sales & marketing and problem solving.

Personal Profile
Diploma In Accounting
Bachelor of Business Administration (Hons)
Registered Financial Consultant (RFC)
Associate Estate Planning Practitioner (AEPP)
Registered Financial Planner, Registered Financial Planner (Shariah)

Career Overview

• Assisted in Setting up RHB Bank Bhd (Business Credit Support Services Unit), Kota Kinabalu overseeing business in East Malaysia.
• Assist in setting up Business Development Unit in Sarawak Forestry.