Experience

Singlife

• Singapore
• Insurance
• 700 & Above Employee

• Wealth Manager

  • Sep 2016 - Present

  Skilled in Life and Health Insurance, General Insurance as well as Investment. Plan and strategize product compositions according to client's comfort level, risk appetite and horizon. Providing clients and prospects with customised financial advisory and well thought plan during meet up sessions. Based on the above, alternative recommendations (cross-selling of products) were made in times of client's overlapping needs and concerns. Building sustainable relationships with clients through understanding their needs and concerns in all aspects. Proactive in providing suggestions based on customers feedbacks, in return to improve marketability of products while addressing its limitations.