Experience

Synergy Financial Advisers Ltd

• Singapore
• Financial Services
• 200 - 300 Employee

• Associate Director

  • Aug 2020 - Present

• Senior Relationship (Branch) Manager

  • Jul 2018 - Aug 2020

• Senior Relationship Manager

  • May 2016 - Aug 2020

• Relationship Manager

  • May 2016 - May 2016

  1) Comprehensive Financial Planning by setting short, mid, long term goals with clients before offering the solutions to match their needs. 2) Financial Report / Portfolio Report done up systematically for our clients. 3) We run value-adding workshops for our clients as a form of servicing, we also take after-sales servicing as priority to our clients.



SPIRE GROUP

• Singapore
• Financial Services
• 1 - 100 Employee

• Branch Manager

  • Jan 2019 - Present



Manulife Singapore

• 51 bras basah rd

• Financial Advisor

  • Jun 2014 - Apr 2016

  1) Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. 2) Analyses client's financial status, develops financial plan based on analysis of data, and discusses financial options with client. 3) Prepares and submits documents to implement plan selected by client. 4) Maintains contact with client to revise plan based on modified needs of client or changes in investment market. 5) May refer client to other establishments to obtain services outlined in financial plan. 6) May sell insurance to client, recommending amount and type of coverage.