Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Worked with clients to support understanding of rationale and details of financial strategies.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Shipping Operation Officer
SBT Pte ltd
Singapore, Singapore
07.2008 - 05.2010
Learned new skills and applied to daily tasks to improve efficiency and productivity.
Carried out day-to-day duties accurately and efficiently.
Proved successful working within tight deadlines and fast-paced atmosphere.
Used coordination and planning skills to achieve results according to schedule.
Warehouse Logistics Supervisor
Securiforce Pte ltd
Singapore, Singapore
02.2002 - 01.2008
Managed over $[Amount] in inventory and [Number] employees in [Number] square-foot warehouse.
Trained new staff on job duties, company policies and safety procedures for rapid onboarding.
Divided and categorized cargo received and redirected shipments in response to customer requests.
Maintained established levels of goods based on sales forecasts and demand to fulfill orders on time.
Oversaw and motivated team of [Number] employees in warehouse to increase efficiency by [Number]%.
Bank Operations Officer
Southern Bank
Kuala lumpur, Malaysia
07.1991 - 12.1998
Education
Bachelor of Arts - Law
University Hearforshire
London UK
09.2015 - 01.2018
Certificate Legal Practice
Malaysian BAR Council
Kuala Lumpur
07.2020 - 07.2022
Skills
Insurance decisions
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Meditation
More than 25 years experience in work environments. Independent , motivated , organized , competent and flexible.
SENIOR MANAGER, BRANCH SERVICES | SERVICE EXCELLENCE at Income Insurance Limited (formerly NTUC Income) SingaporeSENIOR MANAGER, BRANCH SERVICES | SERVICE EXCELLENCE at Income Insurance Limited (formerly NTUC Income) Singapore