Terry Wong
Assistant Paraplanner at BMO BUSINESS CENTRE- Claim this Profile
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Bio
Credentials
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5 Tips for Building Your Financial Life
LinkedInAug, 2020- Nov, 2024 -
Economics for Everyone: Understanding a Recession
LinkedInAug, 2020- Nov, 2024 -
Excel: Analyzing and Visualizing Cash Flows
LinkedInAug, 2020- Nov, 2024 -
Finance Foundations
LinkedInAug, 2020- Nov, 2024 -
Start Young for Your Best Retirement
LinkedInAug, 2020- Nov, 2024 -
Being an Effective Team Member
LinkedInJul, 2020- Nov, 2024 -
Characteristics of a Great Scrum Master
LinkedInJul, 2020- Nov, 2024 -
Design Thinking at Work (getAbstract Summary)
LinkedInJul, 2020- Nov, 2024 -
Getting Things Done
LinkedInJul, 2020- Nov, 2024 -
Grit: How Teams Persevere to Accomplish Great Goals
LinkedInJul, 2020- Nov, 2024 -
Happiness Tips
LinkedInJul, 2020- Nov, 2024 -
How to Present and Stay on Point
LinkedInJul, 2020- Nov, 2024 -
Igniting Emotional Engagement
LinkedInJul, 2020- Nov, 2024 -
Improving Your Listening Skills
LinkedInJul, 2020- Nov, 2024 -
Leaders Eat Last: Why Some Teams Pull Together and Others Don't (Blinkist Summary)
LinkedInJul, 2020- Nov, 2024 -
Listening to Customers
LinkedInJul, 2020- Nov, 2024 -
OneNote Quick Tips
LinkedInJul, 2020- Nov, 2024 -
Scrum: The Basics
LinkedInJul, 2020- Nov, 2024 -
Strategic Thinking
LinkedInJul, 2020- Nov, 2024 -
The Six Morning Habits of High Performers
LinkedInJul, 2020- Nov, 2024 -
What to Do When There's Too Much to Do (getAbstract Summary)
LinkedInJul, 2020- Nov, 2024 -
Time Management Tips: Scheduling
LinkedInNov, 2019- Nov, 2024 -
Extreme Productivity (Blinkist Summary)
LinkedInAug, 2019- Nov, 2024 -
5 Ways to Control Your Time
LinkedInMar, 2019- Nov, 2024 -
Asking Great Sales Questions
LinkedInMar, 2019- Nov, 2024 -
Building Resilience
LinkedInMar, 2019- Nov, 2024 -
Selling with Stories, Part 1: What Makes a Great Story?
LinkedInMar, 2019- Nov, 2024 -
Communicating with Empathy
LinkedInDec, 2018- Nov, 2024 -
Creating a Positive Customer Experience
LinkedInDec, 2018- Nov, 2024 -
Job Skills: Learning Retail Sales
LinkedInDec, 2018- Nov, 2024
Experience
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Assistant Paraplanner
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Aug 2020 - Present
Assisting the Planning team research and develop advice plans.Documenting client appointments.Preparing, editing and updating of advice plans.Finalising, printing and collating ‘Statements of Advice’ and accompanying documents for clients.Liaising with Fund Managers and Share Brokers regarding client investments.Assisting with the preparation, documentation and maintenance of Financial Planning procedures.Communicating with clients with respect to interviews, reviews and… Assisting the Planning team research and develop advice plans.Documenting client appointments.Preparing, editing and updating of advice plans.Finalising, printing and collating ‘Statements of Advice’ and accompanying documents for clients.Liaising with Fund Managers and Share Brokers regarding client investments.Assisting with the preparation, documentation and maintenance of Financial Planning procedures.Communicating with clients with respect to interviews, reviews and other meetings.Managing client data within XPlan including client details, investments and reporting requirements.Undertaking other general administration tasks including scanning and filing Show more Show less
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Sales & Service Consultant
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Oct 2014 - Jun 2020
Member Engagement ConsultantDetermine, understand and deliver on members' needs in an open, engaging environment where members feel at ease. Promote RACQ products to maximise opportunities to achieve team and individual goals. Contribute to the achievement of service standards in multichannel environment, including face-to-face and via phone and email.
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Sales & Service Consultant
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Oct 2014 - Sep 2017
Proactive in holding meaningful conversations with customers to identify opportunities and make suitable recommendations on their banking needs. Ability to build rapport to ensure customers experience the best banking experienceRotate through the workstations, from the teller bay to the front counter and handle all customer queries from opening new memberships, opening accounts, insurance quotes and policies, financial planning referrals and referring potential loan customers to qualified… Proactive in holding meaningful conversations with customers to identify opportunities and make suitable recommendations on their banking needs. Ability to build rapport to ensure customers experience the best banking experienceRotate through the workstations, from the teller bay to the front counter and handle all customer queries from opening new memberships, opening accounts, insurance quotes and policies, financial planning referrals and referring potential loan customers to qualified branch lenders. Show more Show less
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Customer Adviser
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Aug 2014 - Oct 2014
Proactive in retail banking store; identifying needs and delivering innovative solutions to customers:- having genuine conversations and connecting with customers- delivering an outstanding customer experience- faciliating customers with their banking transactions- raising customers awareness to the financial products available to them- supporting and serving the local community
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Customer Solutions Product Management Specialist
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Mar 2001 - Feb 2014
• Handle in call centre incoming phone calls and emails from customers to resolving issues and requests. Escalate to ensure SLA terms met.• High volume data entry and monitoring of traveller itineraries, air tickets and other information databases.• Seconded to Sabre Pacific, Melbourne Oct-Nov 2003• Retail and online web travel agency support, implementation, full set of accounts reconciliation and pre-sales. Customer and telephone service in Melbourne with ability to independently… • Handle in call centre incoming phone calls and emails from customers to resolving issues and requests. Escalate to ensure SLA terms met.• High volume data entry and monitoring of traveller itineraries, air tickets and other information databases.• Seconded to Sabre Pacific, Melbourne Oct-Nov 2003• Retail and online web travel agency support, implementation, full set of accounts reconciliation and pre-sales. Customer and telephone service in Melbourne with ability to independently handle queries from customers in Perth and Adelaide.• Support account management team in better understanding travel agent business needs and planning and executing software version of enhancements and bug fixes. Includes scheduling regular customer and supplier meetings.• Project lead web and mobile software development teams in Hong Kong, China, India, Poland, Ireland and United States: Abacus PowerSuite (MYOB / XERO), Abacus Mobile, Abacus AirCentre, Abacus Automation Hub, VirtuallyThere and TripCase. Compliance with IATA. Verify deliverables to ensure customer requirements met.• Cross-sell travel solutions at conferences and seminars in support of identifying business opportunities and proactive in supporting marketing planning and brainstorming sessions.• Processing of project purchase requisitions and raising purchase orders to make sure that finance team remits payments to contractors; and receives subscription from customers.• Abacus staff Recreation Club Chairman year 2012- making a positive contribution to well-being of staff and their families - Kranji Countryside Family Day and Annual Dinner & Dance; sports and lunch time talks. Show more Show less
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Applications Support Manager
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Dec 1996 - Mar 2001
• Supervise team of 6 for Oracle Financials support daily, monthly and year end accounting closing and AR / AP / Bank Reconciliation – Town Councils and Singapore Tourism Board. Interface directly with users for consultancy and support.• Facilitated data migration between town councils as a result of 1997 amendments to electoral boundaries.• Verification of Oracle applications for Y2K rollover and co-ordination with Oracle support team.• Disaster recovery simulation at Cisco Cold… • Supervise team of 6 for Oracle Financials support daily, monthly and year end accounting closing and AR / AP / Bank Reconciliation – Town Councils and Singapore Tourism Board. Interface directly with users for consultancy and support.• Facilitated data migration between town councils as a result of 1997 amendments to electoral boundaries.• Verification of Oracle applications for Y2K rollover and co-ordination with Oracle support team.• Disaster recovery simulation at Cisco Cold Site. • Prepare & deliver training of GL and AP Oracle Financials to 13 town councils, Ministry of Education; and Singapore Tourism Board. Show more Show less
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Education
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Kaplan Professional Education
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Vital Smarts
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TUV SUD PSB Learning, Singapore
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Capelle Academy, Singapore
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Institute of Systems Science, National University of Singapore
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Pragmatic Marketing
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University of Southern Queensland
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