Vice President

• 2023 - Present

Generally speaking, there are three key issues that are important to address when it comes to building a robust financial plan. These are: 1. Reviewing your existing savings and investment arrangements. We can help manage these professionally, improving returns and reducing costs where possible 2. Understanding the tax implications/ advantages available. Depending on where you are from, there can be significant tax advantages to setting up/ consolidating your finances with us 3. Checking your insurances are still sufficient/ valid. It is prudent not to rely solely on the (life, disability and critical illness) coverage provided by your company. Take matters into your own hands and adequately protect yourself and the ones you love I am available for a complimentary consultation should you wish to discuss these matters in more detail.

Senior Wealth Manager

• 2019 - 2023

Financial Planner

• 2017 - 2019

Associate Financial Planner

• 2016 - 2018

Business Development Executive

• 2015 - 2016

✓ Undertook a compressive training program to become a licensed Financial Adviser Representative✓ Passed all regulatory exams administered by the Singapore College of Insurance✓ Considered one of the overall top performers of the department

Head of Lettings

• 2014 - 2015

✓ Implemented key procedures to improve compliance, performance and profitability✓ Successfully trained, motivated and managed a team of staff✓ Consistently let and remotely managed over 350 properties throughout the UK

Client Account Executive

• 2013 - 2014

✓ Facilitated the sale of over £20M worth of property in the UK✓ Actively maintained and developed a database of high net worth clients ✓ Provided an unparalleled service to all clients who as a result reinvested

Trainee Manager

• 2011 - 2012

✓ Operated in the Call Service Center, Concierge, Front Desk and Four Seasons Café ✓ Handled VIP guest relation matters professionally and efficiently ✓ Developed a deep understanding of the Chinese language, customs and culture ✓ Operated in the Call Service Center, Concierge, Front Desk and Four Seasons Café ✓ Handled VIP guest relation matters professionally and efficiently ✓ Developed a deep understanding of the Chinese language, customs and culture

Student Ambassador

• 2009 - 2011

✓ Promoted the university facilities, faculty and services to prospective students and parents ✓ Managed large groups and advised students about the benefits of studying at university ✓ Assisted potential students in making informed choices on courses that they intended to study ✓ Promoted the university facilities, faculty and services to prospective students and parents ✓ Managed large groups and advised students about the benefits of studying at university ✓ Assisted potential students in making informed choices on courses that they intended to study

Loading Bay Operative

• 2008 - 2009

✓ Responsible for the on-time sorting, scanning and loading of TNT parcels ✓ Often worked under intense time pressure during peak periods ✓ Gained valuable hands on operations experience in a supply chain and logistics environment ✓ Responsible for the on-time sorting, scanning and loading of TNT parcels ✓ Often worked under intense time pressure during peak periods ✓ Gained valuable hands on operations experience in a supply chain and logistics environment