Colin L.

Lead, Client Advisory at MoneyOwl
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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Experience

  • MoneyOwl
    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Lead, Client Advisory
      • Jan 2019 - Present

      Central Singapore I translate the strategic directions of MoneyOwl into tactical execution by the advisory team and lead a team of Client Advisers. Build up a growing advisory team, responsible for the development of professional standards, and build a best-in-class fee-based advisory service, coaching Client Advisers to ensure a high quality of advice, identify skills & knowledge gaps and develop a Training Plan for the Client Advisers, formulate, execute and monitor sales plans and sales campaigns to achieve… Show more I translate the strategic directions of MoneyOwl into tactical execution by the advisory team and lead a team of Client Advisers. Build up a growing advisory team, responsible for the development of professional standards, and build a best-in-class fee-based advisory service, coaching Client Advisers to ensure a high quality of advice, identify skills & knowledge gaps and develop a Training Plan for the Client Advisers, formulate, execute and monitor sales plans and sales campaigns to achieve company goals, P&L targets and KPIs and run the advisory team on its activities, productivity, and performance in line with company objectives, business, and sales plans. Collaborate cross-departments to ensure smooth daily operations for the Advisory team- campaigns, promotions, marketing, and internal change management systems and training. Show less

  • Elpis Financial Pte Ltd
    • Fintech Lead
      • Feb 2016 - Dec 2018

      Singapore

  • HIVE UP
    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Collaborating Consultant
      • Jan 2018 - Oct 2018

      Singapore

  • MoneyGym App
    • Strategy App Development
      • May 2017 - Oct 2018

  • Financial Planning Association of Singapore (FPAS)
    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Planner of the Year 2018 (1st Place)
      • 2018 - 2018

  • Nanyang Technological University Singapore
    • Singapore
    • Higher Education
    • 700 & Above Employee
    • Senior Manager, Programme Management Office
      • Feb 2013 - Dec 2015

  • The Literacy Post under BrainFit Classroom
    • Business Development Manager
      • May 2009 - Jan 2011

      Bedok Reservoir Road

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