Philip Tjong

Philip Tjong has a diverse work experience in the financial industry. Philip is currently working at Cermati.com as a Senior Business Development Manager for Mutual Fund and Other Investment Projects. Prior to this, they worked at Citi for four years, where they held various roles including Senior Assistant Manager and Relationship Manager. In these roles, they maintained over 200 priority clients with a combined AUM of 7.5 million USD and identified their specific needs and wealth management goals. Philip also participated in the Citi Consumer Development Program, which accelerated their career development in retail banking and transformed him into a competent Relationship Manager. Before joining Citi, Philip worked as an Insurance Agent at Prudential Indonesia from 2012 to 2014.

Philip Tjong obtained their Bachelor's degree in Business Administration and Management, General from Universitas Tarumanagara, where they studied from 2013 to 2017. In terms of additional certifications, Philip obtained the Equity Brokerage Representative (WPPE) certification from Otoritas Jasa Keuangan in June 2019. Philip also earned the Mutual Fund Selling Agent (WAPERD) certification from the same institution in January 2018. In December 2017, Philip obtained certifications in Bonds & Mutual Funds, Certified Personal Banker (CPB), Derivative / Structured Products, Foreign Exchange, and Portfolio Diversification from Citi. Furthermore, they obtained the AAJI certification from Asosiasi Asuransi Jiwa Indonesia (AAJI) in October 2013. It is worth mentioning that Philip obtained a certification in Investment Fundamental from Citi, although the specific month and year of attainment are unknown.