Experience

Wiseasy
• Singapore
• Financial Services
• 1 - 100 Employee
• Human Resources Executive

  • Nov 2021 - Present


PENCO CAPITAL MANAGEMENT PRIVATE LIMITED

• Singapore
• Financial Services
• 1 - 100 Employee

• HR EXECUTIVE

  • Jan 2019 - Nov 2021

  HR Related: • Oversee and manage the day-to-day operations of Human Resources function. • Oversee manpower planning, recruitment, end to end on-boarding and off- boarding process. • Handle staff orientation and monthly report. • Manage work passes, renewal processes and re-employment contract. • Ensure timely update of employees’ database, proper filing system and smooth HR administration. • Develop employee handbook, Review, enhance and implement HR policies, procedures and systems in line with the Company’s business goals. • Involve in annual budgeting. Show less



IDEA Management Services Limited

• Business Consulting and Services
• 1 - 100 Employee

• HR & Admin Executive

  • Sep 2015 - Dec 2018

  • Build relationship with new and existing clients, gather their requirements and develop appropriate recommendations and solutions to close details. Maintain good relationship with existing clients and provide full recruitment support. • Perform research and understand existing clients and their industries well • Answer incoming calls. • Post job advertisement on internet, and sourcing and attracting suitable candidates and screening and arrange the interview. • Receiving incoming mails and send outgoing mails. • Work pass management. • Arrange in recruitment activities including sourcing of candidates & interview. • Arrange business travel and dormitory for foreign workers • Processing of invoice, quotation, purchase order and delivery order of general insurance to customers. • Ordering office pantry & stationery • Filling of hr documents (MOM related),Prepare worker contract. Show less



友邦保险

• China
• Insurance
• 1 - 100 Employee

• Financial Consultant

  • Mar 2015 - Sep 2015

  Main achievements: 1.Passed first 3 exams (M5, M8, M8A) within less than 3 months.One time passed all the rest exams about insurance: M9, M9A, HI, BCP, PGI, ComGI which can allow me to sell Life Insurance and General insurance and unit trusts. 2.Familiar with products of insurance in AIA and the way of insurance sales. 3.Convincing 2 customers of china to come to Singapore to buy ILP products. Totally sum assure 7500$, commission 4100$. Familiar with the process of bring china customers to Singapore to buy insurance (especially ILP products) 4.Totally sell 3 ILP products to customers (include China and Singapore customers), 11 Personal Accident, and 5 Shield Plans. Totally sum assure is about 15000$. Totally commission is about 8000$. Show less



Xiangcai Sec.

• China
• Investment Banking
• 1 - 100 Employee

• Financial Account Manager

  • Feb 2012 - Feb 2015

  • High Net Worth customers management including recommend the investment strategy and suitable investment products • As a lecturer to hold investment seminar for the company staff and clients • Follow up the investment habits of potential customers and existing customers with excel and CRM system • Monthly and Quarterly customers investment performance and risk-profit reports • High Net Worth customers management including recommend the investment strategy and suitable investment products • As a lecturer to hold investment seminar for the company staff and clients • Follow up the investment habits of potential customers and existing customers with excel and CRM system • Monthly and Quarterly customers investment performance and risk-profit reports



中信建投证券

• China
• Investment Banking
• 1 - 100 Employee

• Financial Planner

  • Sep 2008 - Dec 2011

  1.Manage about 70 High Net Worth customers (Personal assets over 3 million RMB), helping them to adjust their portfolios based on different investment periods. 2.Being a lecturer to teach the High Net Worth customers advanced investment skill and the ways of investment, such as the differences between American options and Euro options and how to use futures to minimize risk of securities. 3.Sell the ETF and funds of company to 13 customers. Totally asset is about 1.7 million. 4.Sell the collection asset management plan to 4 new customers.Totally asset is about 2.3 million Show less