Associate Senior Wealth Planning Manager

• Aug 2023 - Present

Team Manager

• Oct 2022 - Aug 2023

Financial Services Advisor

• Aug 2019 - Aug 2023

Journey with Income:Year 2019: Joined Income in Aug 2019 as Associate Client AdvisorYear 2020: Associate Client AdvisorYear 2021: Promoted to Client AdvisorYear 2022: Promoted to Senior Client Advisor & Appointed as Team Manager• Assess clients’ financial situation to help them work towards their financial goals.• Plan out and manage investment policies to achieve client’s financial goals.• Build and maintain good relationships with new and existing customers to build a strong customer base• Assist centre manager to monitor and ensure team members have clearly defined roles and objectives and that they are developed and motivated to achieve the required standards of performanceSignificant Achievements:• Been received the Top Well Rounded Adviser (Senior Client Adviser) - Retail Assurance year 2022 award• Been received the 1st Runner Up Client Adviser (API - regular premium life insurance product) Retail Assurance year 2022 award.• Been awarded monthly Top API (regular premium life insurance product), monthly Top SPI (single premium life insurance product) and monthly Top HI (medical insurance product) for several times in year 2020, 2021 & 2022.• Received customer Service excellence award - Merit in year 2021.• Promoted to Client Adviser in Oct 2021.• Promoted to Senior Adviser in Oct 2022.• Promoted to Team Manager in Nov 2022. Show less

Life Insurance Medical Underwriter

• Jul 2018 - Jul 2019

• Examining insurance proposals and client profile, mainly support on new business and Bancassurance. • Analyse and evaluate the risk factors on an application and decide outcome. • Good understanding of policy administration life cycle, data collection, policy issuance, credit control and other administrative requirements. • Developing internal processes, documentation, and helping scale of business. • Cross support on policy servicing team • Update and process submission / financing applications in a timely manner and maintain accuracy in tracking files. Show less

Property Negotiator

• Jan 2018 - Jul 2019

• Provide guidance and assist sellers and buyers in purchasing and renting Kuala Lumpur Area property • Advise clients on market conditions, prices, mortgages, legal requirements and related matters. • Compare and provide the details of a property with similar properties that have recently sold in order to determine its competitive market price. • Coordinate appointments to show home and analysis the pro and cons of the location and type of units to prospective buyers in order to assist the buyer to buy the suitable property. Show less

SENIOR ASSOCIATE-UNDERWRITING AND ISSUANCE (SINGAPORE TEAM)

• Aug 2014 - May 2018

• Mainly support and underwrite on Singapore & Brunei Insurance Product. • Participate in processes in review with internal department and find resolutions to improve on the current processes. • Assist manager to do housekeeping listing. • Provide customer service to agents on their enquiries regarding premium rates and policy condition. • Take accountability in considering business and regulatory compliance risks and takes appropriate steps to migrate the risks Significant Achievements: • Promoted to Senior Associate in March 2017 Show less