Ashley Ng
Financial Adviser
Singapore
Overview
24
24
years of professional experience
7
7
years of post-secondary education
3
3
Languages
Work History
Financial Advisor
Alpha Wealth Financial Advisers
2021.08 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Marketing Administrator
Demant Singapore Pte Ltd (Formerly Known as Oticon
2013.12 - 2021.01
- Planned and executed marketing campaigns to target groups, areas and wider community to increase qualified leads.
- Collaborated closely with sales teams to ensure alignment between promotional activities and revenue goals.
- Assisted to develop and implement targeted digital strategy to improve business performance.
- Onboarded new customers efficiently by developing database listings, uploading information, and defining related lists.
- Improved customer relationships through effective email marketing campaigns for personalized experiences.
- Completed and submitted monthly and yearly reports to support executive decision making.
- Adjusted ads to better align with desired consumer audiences and improve conversion rates.
- Managed budget for marketing initiatives, carefully keeping spending within allocated limits.
- Developed marketing materials, collaborating with colleagues to maintain consistent brand voice.
- Distributed advertising and marketing collateral to store locations.
- Oversaw preparation of marketing copy, images, videos, emails, and other collateral.
- Developed a strong working relationship with the local network of ENT Specialists, to secure increased patient referrals for the hearing clinics.
- Liaised with assigned accounts to foster relationship development.
- Maintained active list of accounts for continuous relationship development.
- Strengthened relationships with healthcare providers, ensuring they were well-informed about latest product developments.
- Improved customer relationships through effective email marketing campaigns for personalized experiences.
Inventory Coordinator
Oticon Singapore Pte Ltd
2012.10 - 2013.11
- Collaborated with sales and customer service teams to address client concerns and expedite orders when necessary.
- Implemented a warehouse organization system that increased storage capacity and accessibility.
- Optimized warehouse space utilization by regularly assessing layout effectiveness and making necessary adjustments as needed.
- Managed all related documentation and records for department.
- Improved inventory accuracy by conducting regular audits and implementing an efficient tracking system.
- Collaborated with sales and production teams to forecast demand accurately and maintain optimal inventory levels.
- Performed data entry and completed proper paperwork.
Executive, Legal and Corporate Secretariat
Mapletree Investment Pte Ltd
2010.11 - 2012.07
- Assist Legal Counsel and Senior Manager in the IPO of Mapletree Commercial Trust
- Release announcements via SGXNET for listed Real Estate Investment Trust (REIT)
- Assist to co-ordinate Board and Audit Committee Meetings, including preparing meeting packs
- Assist in preparation of quarterly Income Distribution checklist and Forms A for income distribution of listed REIT
- Assist in proof-reading of Annual Report for listed REIT
- Assist to incorporate both local and offshore companies under various offshore jurisdictions (British Virgin Islands, Samoa, Seychelles, Mauritius, Hong Kong, Korea etc)
- Assist in drafting resolutions on all corporate secretarial matters such as increase in authorized and paid-up share capital, transfer of shares, change of directors/secretary, change of registered office, declaration and payment of interim/final dividend, opening of banking accounts and change of signatories etc
- Assist in preparation of Notice and Minutes of Annual General Meeting and Extraordinary General Meeting
- Review of Annual Financial Statements, Directors’ Report and the XBRL conversion file of Financial Statements
- Assist in preparing Directors’ Declaration of Interest form
- Maintenance of statutory registers and filing of statutory documents with the Accounting and Corporate Regulatory Authority, via Bizfile
- Assist in preparation of documents for transfer/change of Registered Agent/ Registered Office
- Assist in dissolution of company via members’ voluntary liquidation and striking-off
- Assist in capital reduction matters
- Liaise with clients and external agents on various corporate matters
Corporate Secretarial Supervisor
Asiaciti Trust (Singapore) Pte Ltd
2009.03 - 2010.10
Corporate Secretarial Executive
Portcullis TrustNet (S) Pte Ltd
2007.10 - 2009.02
Paralegal
Abogado Pte Ltd
2006.03 - 2007.08
Corporate Secretarial Executive
Allen & Gledhill
2005.03 - 2006.02
Corporate Secretarial Assistant
Lim Associates (Pte) Ltd
2002.07 - 2005.02
- A member of Boardroom Limited
Corporate Secretarial Assistant
Arthur Andersen Corporate Services
2001.03 - 2002.06
- Acquired by Boardroom Limited in July 2002
Education
Diploma - Accountancy
Ngee Ann Polytechnic
1994.01 - 1998.01
GCE ‘O’ Levels - undefined
Temasek Secondary School
1990.01 - 1993.01
Skills
Relationship building and management
Problem-solving
Adaptability and flexibility
Multitasking Abilities
Verbal and written communication
Team collaboration
Attention to detail
Event coordination
Microsoft office
Customer service
Personal Information
- Nationality: Singaporean
- Marital Status: Married
- Religion: Christianity
Yearofbirth
1977
Timeline
Financial Advisor
Alpha Wealth Financial Advisers
2021.08 - Current
Marketing Administrator
Demant Singapore Pte Ltd (Formerly Known as Oticon
2013.12 - 2021.01
Inventory Coordinator
Oticon Singapore Pte Ltd
2012.10 - 2013.11
Executive, Legal and Corporate Secretariat
Mapletree Investment Pte Ltd
2010.11 - 2012.07
Corporate Secretarial Supervisor
Asiaciti Trust (Singapore) Pte Ltd
2009.03 - 2010.10
Corporate Secretarial Executive
Portcullis TrustNet (S) Pte Ltd
2007.10 - 2009.02
Paralegal
Abogado Pte Ltd
2006.03 - 2007.08
Corporate Secretarial Executive
Allen & Gledhill
2005.03 - 2006.02
Corporate Secretarial Assistant
Lim Associates (Pte) Ltd
2002.07 - 2005.02
Corporate Secretarial Assistant
Arthur Andersen Corporate Services
2001.03 - 2002.06
Diploma - Accountancy
Ngee Ann Polytechnic
1994.01 - 1998.01
GCE ‘O’ Levels - undefined
Temasek Secondary School
1990.01 - 1993.01