Adrian Teng Jing Nan
Bachelor Of Management With Honours
Sarikei, Sarawak,Sarawak
Summary
Accomplished Financial Planner and Legal Clerk with a proven track record at Prudential Life Insurance, enhancing client wealth and managing legal documentation efficiently. Excelled in investment planning and client communication, significantly improving case management and client satisfaction. Skilled in legal research and relationship building, consistently exceeding revenue and performance goals. Driven Legal Assistant with 7 years of experience in conveyancing law. Highly skilled at multitasking and prioritizing tasks to complete projects on time and determine appropriate courses of action.
Overview
7
7
years of professional experience
Work History
Legal Clerk
Abraham Lau & Wong Advocates
Sarikei , Sarawak
08.2017 - Current
- Facilitated attorney-client meetings by preparing agendas and gathering relevant documentation ahead of time.
- Provided excellent customer service to clients by promptly addressing inquiries and maintaining a friendly demeanor.
- Enhanced communication between legal team members by establishing a centralized email distribution list for case updates.
- Generated leads to meet and exceed revenue goals by identifying new clients.
- Contributed to a positive work environment through effective collaboration with coworkers and displaying professionalism at all times.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Assisted in training new legal clerks on office procedures, policies, and software systems utilized within the firm.
- Responded to client inquiries, providing accurate legal advice and offering assistance.
- Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
- Communicated pertinent information to clients via phone, email, and mail.
- Produced legal documents such as briefs, pleadings and appeals.
- Improved case management efficiency by maintaining an up-to-date database of client information.
General Worker
Mau Hing Sdn Bhd
Sarikei , Sarawak
01.2018 - 07.2018
- Performed general housekeeping and cleaning tasks.
- Maintained clean and organized worksites, minimizing hazards and promoting a safe working environment.
- Assisted team members with tasks that require group effort.
- Loaded, unloaded, and moved material to and from storage and production areas.
- Notified supervisors of defective equipment or material.
- Cleaned and maintained tools, equipment and worksites.
- Followed instructions and safety protocols to prevent accidents and injuries.
- Loaded and unloaded materials onto trucks and trailers.
- Used variety of hand and power tools to complete tasks.
Financial Planner
Prudential Life Insurance
Sarikei , Sarawak
06.2017 - 05.2024
- Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Developed recommendations specific to client's financial situation on variety of topics.
- Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
- Presented financial plans and investment recommendations to clients.
Education
Bachelor of Management With Honours - Human Resources Management
Open University Malaysia
Sibu, Sarawak 04.2001 -
Skills
Legal writing
Legal Research
Document drafting
File Organization
Client Communication
Oral communication
Microsoft Office
Writing and editing
Contract Review
Document Preparation
Teamwork orientation
Sales acumen
Investment planning
Insurance Planning
Wealth Management
Relationship Building
Accomplishments
- Facilitated the firm's smooth transition to a paperless system.
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Languages
Chinese (Mandarin)
Native language
English
Advanced
C1
Malay
Intermediate
B1
Timeline
General Worker
Mau Hing Sdn Bhd
01.2018 - 07.2018
Legal Clerk
Abraham Lau & Wong Advocates
08.2017 - Current
Financial Planner
Prudential Life Insurance
06.2017 - 05.2024
Bachelor of Management With Honours - Human Resources Management
Open University Malaysia
04.2001 -
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