LAI JUN YE (JASON)
Summary
Accomplished Client advisor skilled at evaluating markets and applying sound financial principles for enviable growth and stability. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return. Oversees financial management workshops to share up-to-date information and build community network for client acquisition. Hardworking and passionate job seeker with strong organizational skills eager to secure Sales position. Ready to help team achieve company goals.
Overview
7
7
years of professional experience
Work History
Cooker Operator
Trade Assist
02.2024 - 05.2024
- Maintained a clean, safe workspace by adhering to strict sanitation guidelines and safety regulations.
- Ensured optimal taste consistency in each dish through ongoing taste-testing adjustments during the cooking process.
- Enhanced kitchen efficiency by streamlining cooking processes and organizing workstation layouts.
- Developed strong multitasking skills to manage multiple orders simultaneously while maintaining accuracy and efficiency.
- Supported cost control efforts by accurately measuring ingredients according to standard recipes minimizing overuse or wastage.
- Skillfully executed specialty dishes based on dietary restrictions allergies without compromising taste presentation.
Kiwi Thinning
Cambium Group Limited
10.2023 - 01.2024
- Skilled at working independently and collaboratively in a team environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Developed and maintained courteous and effective working relationships.
Client Advisor
NTUC Income Insurance Cooperative
07.2019 - 08.2023
- Handling walk in customer in NTUC Income branch(Supermarket) and assisting clients to make appointment when they require financial advisory.
- Provide recommendation and implement solutions based on clients requirements and needs.
- Serve clients in a trusted and consultative manner with regards to their financial planning - Long term financial, savings and investment needs.
- Adopt the company's methodology in ensuring and maintaining client relationships and conducting business activities.
- Ensure total service satisfaction and excellent client relationships capitalize on sales opportunities from clients.
- Followed up with existing customers to provide additional support and address concerns.
Executive Marketing and Admissions
Paragon Private and International School
12.2016 - 04.2019
- Attend to parent's enquiries and provide the relevant information.
- Devised effective ways to increase the number of students.
- Developed school awareness and marketing strategies.
- Prepared market analysis reports for each project.
- Cold calling and collecting the database from parents.
- Assemble and assist in planning of marketing plan,event, workshop and roadshow with the marketing team.
- Organizing Korean short-term exchange programme.
Education
Diploma of Business in Marketing
Tunku Abdul Rahman University College
Kampar, Perak, Malaysia08.2016
Sijil Pendidikan Malaysia (SPM)
SMJK Poi Lam
Ipoh, Perak, Malaysia12.2013
Skills
- Attention to Detail
- Service-Oriented
- Certified Financial Planner
- Product and service knowledge
- Sales and marketing
- Interpersonal communication
Skills
- Lead prospecting
- Performance improvement
- Cross-selling products and services
- Network development
- Relationship selling
- Reference selling
- Relationship building
Customer care
NATIONALITY TYPE
Singapore PR
Languages
Malay
Native language
English
Advanced
C1
Chinese (Mandarin)
Proficient
C2
Chinese (Cantonese)
Proficient
C2
Malay
Upper intermediate
B2
Additional Information
ACCREDITATION
BCP, M5, M8, M8A, M9, M9A, HI, PGI
AVAILABILITY
AUGUST
Timeline
Cooker Operator
Trade Assist
02.2024 - 05.2024
Kiwi Thinning
Cambium Group Limited
10.2023 - 01.2024
Client Advisor
NTUC Income Insurance Cooperative
07.2019 - 08.2023
Executive Marketing and Admissions
Paragon Private and International School
12.2016 - 04.2019
Diploma of Business in Marketing
Tunku Abdul Rahman University College
Sijil Pendidikan Malaysia (SPM)
SMJK Poi Lam
Similar Profiles
Karla ScrivenKarla Scriven
Recruitment Resourcer /Office Administrator at Trade AssistRecruitment Resourcer /Office Administrator at Trade Assist
Byron DosdosByron Dosdos
Carpentry Apprentice (Hammer Hand) at Trade AssistCarpentry Apprentice (Hammer Hand) at Trade Assist
Iulia PopaIulia Popa
Lab Assistant at Trade Assist - Coca - ColaLab Assistant at Trade Assist - Coca - Cola