Dominic Koh
Executive Wealth Manager at Prudential Financial Advisers Singapore- Claim this Profile
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English Full professional proficiency
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Chinese Professional working proficiency
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Cantonese Limited working proficiency
Topline Score
Bio
Credentials
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CMFAS (M5, M9,M9A,M8,M8A, HI)
SINGAPORE COLLEGE OF INSURANCE LTDMar, 2016- Nov, 2024 -
Bronze Medallion
Singapore Life Saving SocietyJan, 2015- Nov, 2024 -
Advanced Certificate In Network Operations Management, Monitoring and Maintenance
Singapore Workforce Development AgencyJun, 2014- Nov, 2024 -
Advanced Certificate In Team Leadership
Singapore Workforce Development AgencyJun, 2014- Nov, 2024
Experience
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Prudential Financial Advisers Singapore
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Singapore
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Financial Services
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1 - 100 Employee
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Executive Wealth Manager
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Mar 2023 - Present
Primarily assist HNW and UHNW clients on maximising returns on their unit trust portfolio while ensuring their business continuity plans are in place. Engages optimisation strategies for businesses which includes keyman insurance planning, business continuity and risk management policies through our web aggregators. Primarily assist HNW and UHNW clients on maximising returns on their unit trust portfolio while ensuring their business continuity plans are in place. Engages optimisation strategies for businesses which includes keyman insurance planning, business continuity and risk management policies through our web aggregators.
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Prudential Assurance Company Singapore
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Singapore
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Financial Services
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700 & Above Employee
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Executive Financial Consultant
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Jun 2016 - Mar 2023
Provide financial planning services which ranges from cashflow analysis, mortgage planning, investment portfolio analysis. MDRT (2019, 2020, 2021) Provide financial planning services which ranges from cashflow analysis, mortgage planning, investment portfolio analysis. MDRT (2019, 2020, 2021)
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SwimPortal LLP
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Spectator Sports
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Chief Executive Officer
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Mar 2016 - May 2018
SwimPortal LLP is a boutique swim consultancy firm that provides automated search and match services for clients to coaches according to their desired preferences. Established in 2016, SwimPortal seeks to continually provide the platform for clients to find their coaches efficiently and hassle-free; without compromising the quality and reliability of the coaches hired. https://swimportal.co/book-lesson SwimPortal LLP is a boutique swim consultancy firm that provides automated search and match services for clients to coaches according to their desired preferences. Established in 2016, SwimPortal seeks to continually provide the platform for clients to find their coaches efficiently and hassle-free; without compromising the quality and reliability of the coaches hired. https://swimportal.co/book-lesson
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Cordlife Singapore
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Singapore
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Biotechnology Research
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1 - 100 Employee
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Marketing Executive Assistant
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Oct 2012 - Jun 2013
Responsibilities include: - Media Monitoring; daily screening of baby forums, competitors events. - Market research for pricing points, consumer perception on pricing. - Designed and implemented consumer surveys for baby expos and pre-motherhood seminars. - Initiated brand equity analysis by utilising CRM and market research methods to determine market positioning of Cordlife; enabling strategies to reposition Cordlife's branding in exhibitions as the market leader. - Vendor and venue sourcing; liaised with Pico International representatives for exhibit designs for baby exhibitions. - Events planning, preparation and execution for Baby Expo 2012, BabyMarket 2013, Baby Expo 2013, Motherhood Exhibition 2013. - Sales management; assisted sales team during Pregnancy Made Easy seminars. Show less
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Education
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2015 - 2019
National University of Singapore
Bachelor of Science (B.Sc.), Real Estate -
2010 - 2013
Temasek Polytechnic
Diploma with Merit, Marketing -
2008 - 2010
Institute of Technical Education
Higher Nitec in Business Studies (Administration), 4.0
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