Grace T.
Dedicated Personal Assistant at Financial Alliance Pte Ltd- Claim this Profile
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English Native or bilingual proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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SGUS - Online Marketing and Content Creation Certificate Programme
Singapore Media AcademyJul, 2022- Nov, 2024 -
CMFAS - Health Insurance (HI)
Singapore College Of Insurance -
CMFAS M9
Singapore College Of Insurance -
CMFAS M9A
Singapore College Of Insurance -
CMFAS - Basic Insurance Concepts and Principles (BCP)
Singapore College Of Insurance -
CMFAS - Commercial General Insurance (ComGl)
Singapore College Of Insurance -
CMFAS - Personal General Insurance (PGI)
Singapore College Of Insurance -
CMFAS M5
Singapore College Of Insurance -
Open Water Diver
PADI
Experience
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Financial Alliance Pte Ltd
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Singapore
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Financial Services
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300 - 400 Employee
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Dedicated Personal Assistant
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Sep 2021 - Present
Handles and assists both individuals and corporate clients' urgent request for financial advices. Processes corporate insurance needs and submission of claims. Organizing and follow-up IFA rep's existing clients' portfolios. Handles social media posting and online marketing for leads generation.
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Senior Consultant Financial Services
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Sep 2018 - Sep 2021
Focused in both Personal & Corporate financial solutions and advised clients to attain financial resilience & achieve short and long term goals.
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finexis advisory Pte Ltd
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Singapore
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Financial Services
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500 - 600 Employee
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Intern
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2015 - 2015
Underwent the Breakfast Club and learnt about skills and techniques of sales. Cold & warm calling was part of the programme. Underwent the Breakfast Club and learnt about skills and techniques of sales. Cold & warm calling was part of the programme.
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IPP Financial Advisers
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Financial Services
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300 - 400 Employee
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Intern
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2014 - 2014
Intern during semester term break to learn and explore differing culture of an FA versus a tied agency. It was an eye opening experience as I learnt about many other products from various insurers such as AIA, AXA, NTUC, Aviva etc.. Intern during semester term break to learn and explore differing culture of an FA versus a tied agency. It was an eye opening experience as I learnt about many other products from various insurers such as AIA, AXA, NTUC, Aviva etc..
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GREAT EASTERN
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Singapore
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Insurance
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700 & Above Employee
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Intern
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2013 - 2013
Completed Life and General Insurance certification during my freshman year in NTU. Learnt different insurance products in Great Eastern, also went door knocking with different agency team to learn different team culture and knowledge. Completed Life and General Insurance certification during my freshman year in NTU. Learnt different insurance products in Great Eastern, also went door knocking with different agency team to learn different team culture and knowledge.
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DP Architects
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Singapore
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Architecture and Planning
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700 & Above Employee
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Intern
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2012 - 2012
Passionate about Architecture, hence took a gap year after JC to join DP Architects as an Intern. Assisted with Autocad and Revit 2D drawings for various project. During the internship I was glad to be part of the team for the Kallang National Stadium planning and building. Even though the internship was just a few months but it was eye opening for me and I managed to learn more about myself. Passionate about Architecture, hence took a gap year after JC to join DP Architects as an Intern. Assisted with Autocad and Revit 2D drawings for various project. During the internship I was glad to be part of the team for the Kallang National Stadium planning and building. Even though the internship was just a few months but it was eye opening for me and I managed to learn more about myself.
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Education
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2013 - 2016
Nanyang Technological University
Bachelor of Science - BS, Mathematics and Statistics -
2015 - 2015
The Hong Kong University of Science and Technology
Overseas Exchange Programme, Mathematics and Statistics -
2010 - 2011
Tampines Junior College
GCE 'A' Level -
2004 - 2009
Ping Yi Secondary School
GCE 'O' Level & GCE 'N' Level, Top in Secondary 5 cohort | Top in Mathematic | Top in Design & Technology
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