Anderson Yap
Fatca Analyst at CLSA- Claim this Profile
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English Native or bilingual proficiency
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Chinese Native or bilingual proficiency
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Hokkien Native or bilingual proficiency
Topline Score
Bio
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Experience
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CLSA
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Hong Kong
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Financial Services
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700 & Above Employee
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Fatca Analyst
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May 2015 - Present
Provide financial services and advise to bank clients. Job scope requires me to identify my own targeted clientile base, to do cold calling to reach out to clients and to provide professional financial advises to clients.Dealing with Insurance products, unit trust and housing loans. Provide financial services and advise to bank clients. Job scope requires me to identify my own targeted clientile base, to do cold calling to reach out to clients and to provide professional financial advises to clients.Dealing with Insurance products, unit trust and housing loans.
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CIMB
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Malaysia
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Financial Services
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700 & Above Employee
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Personal banker
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Oct 2013 - Jun 2014
As mentioned, providing financial advisory services to clients.Dealing with insurance products, unit trust and dual currency investments. As mentioned, providing financial advisory services to clients.Dealing with insurance products, unit trust and dual currency investments.
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Senior Personal Banker
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Jun 2010 - Jun 2013
Involved in providing professional financial advisory to bank clients, identifying their needs and risk profile, thus offering them solutions to place them in a better wealth position.Job scope requires me to identifying my target clientile base, doing cold calling and to reach out to clients. Also require myself to be always stay up to date of current economical news and situations to give client and update of the current economic situation to make better choices on their investment.Dealing with insurance products, unit trust.
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Singapore Police Force
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Singapore
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Law Enforcement
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700 & Above Employee
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Sergeant, Neighbourhood Police Centre Officer
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Jun 2003 - Jun 2010
Involved in police duties such as foot patrolling, car patrolling, police post duties such as providing law and enforcement advices to members of public and attending to emergency and non emergency police cases. Doing up some investigation folders such as shop theft, missing person report and others misc.Ability to deal with different people in different situations.Also involved in setting up school camps, giving talks to students, proving them with crime prevention awareness. Involved in crime prevention roadshows.
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Sales promotor
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May 2001 - May 2003
Involved in promoting mens wear, stock taking and stock arrangement at department stores.Ability to engage clients and sell them products based on their needs. Involved in promoting mens wear, stock taking and stock arrangement at department stores.Ability to engage clients and sell them products based on their needs.
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Education
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Marketing institute of singapore
Bachelor's Degree, Degree in business management