Grace Yang
Client Adviser at Synergy Financial Advisers Pte Ltd- Claim this Profile
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Bio
Experience
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Synergy Financial Advisers Ltd
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Singapore
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Financial Services
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200 - 300 Employee
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Client Adviser
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Jan 2021 - Present
Starting my FA journey in Jan 2021. In the broker environment, I am able to give a more holistic financial planning and solutions to my existing and new clients and also continue to build a good relationship with them. Starting my FA journey in Jan 2021. In the broker environment, I am able to give a more holistic financial planning and solutions to my existing and new clients and also continue to build a good relationship with them.
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Financial Planning Consultant
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Oct 2017 - Dec 2020
I was given the opportunity to join TMLS after AXA. My role in TMLS is to serve my existing and new clients with the products and solutions TMLS can offered. Meanwhile in TMLS, there are a lots of trainings given in terms of products and personal growth. I was given the opportunity to join TMLS after AXA. My role in TMLS is to serve my existing and new clients with the products and solutions TMLS can offered. Meanwhile in TMLS, there are a lots of trainings given in terms of products and personal growth.
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AXA Life Insurance Singapore Pte Ltd
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Singapore
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Financial Planner
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Jul 2015 - Sep 2017
This is how my self employed journey started. To become a financial planner and start my financial journey with my clients. AXA has given me the opportunity to learn on products, prospecting like cold calls, roadshows and door knocking at neighborhood blocks. Starting is never easy but still is a learning journey for me to be better in terms of skills sets and building client base. This is how my self employed journey started. To become a financial planner and start my financial journey with my clients. AXA has given me the opportunity to learn on products, prospecting like cold calls, roadshows and door knocking at neighborhood blocks. Starting is never easy but still is a learning journey for me to be better in terms of skills sets and building client base.
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RS
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United Kingdom
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Transportation, Logistics, Supply Chain and Storage
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700 & Above Employee
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Sales Representative
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Aug 2013 - Oct 2014
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Radio Holland Singapore
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8A Tuas Ave 12
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Sales Executive
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2011 - 2013
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M&P International Freight P/L
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Singapore
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Senior Sales Executive
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Mar 2007 - Jul 2010
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Education
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Singapore University of Social Sciences (SUSS)
Bachelor's degree, Business