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
Singapore
08.2021 - 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
Singapore
12.2013 - 01.2021
- 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
Singapore
10.2012 - 11.2013
- 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
11.2010 - 07.2012
- 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
03.2009 - 10.2010
Corporate Secretarial Executive
Portcullis TrustNet (S) Pte Ltd
10.2007 - 02.2009
Paralegal
Abogado Pte Ltd
03.2006 - 08.2007
Corporate Secretarial Executive
Allen & Gledhill
03.2005 - 02.2006
Corporate Secretarial Assistant
Lim Associates (Pte) Ltd
Singapore
07.2002 - 02.2005
- A member of Boardroom Limited
Corporate Secretarial Assistant
Arthur Andersen Corporate Services
Singapore
03.2001 - 06.2002
- Acquired by Boardroom Limited in July 2002
Education
Diploma - Accountancy
Ngee Ann Polytechnic
01.1994 - 01.1998
GCE ‘O’ Levels - undefined
Temasek Secondary School
01.1990 - 01.1993
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
08.2021 - Current
Marketing Administrator
Demant Singapore Pte Ltd (Formerly Known as Oticon
12.2013 - 01.2021
Inventory Coordinator
Oticon Singapore Pte Ltd
10.2012 - 11.2013
Executive, Legal and Corporate Secretariat
Mapletree Investment Pte Ltd
11.2010 - 07.2012
Corporate Secretarial Supervisor
Asiaciti Trust (Singapore) Pte Ltd
03.2009 - 10.2010
Corporate Secretarial Executive
Portcullis TrustNet (S) Pte Ltd
10.2007 - 02.2009
Paralegal
Abogado Pte Ltd
03.2006 - 08.2007
Corporate Secretarial Executive
Allen & Gledhill
03.2005 - 02.2006
Corporate Secretarial Assistant
Lim Associates (Pte) Ltd
07.2002 - 02.2005
Corporate Secretarial Assistant
Arthur Andersen Corporate Services
03.2001 - 06.2002
Diploma - Accountancy
Ngee Ann Polytechnic
01.1994 - 01.1998
GCE ‘O’ Levels - undefined
Temasek Secondary School
01.1990 - 01.1993