Experience

Synergy Financial Advisers Ltd

• Singapore
• Financial Services
• 200 - 300 Employee

• Associate Director

  • Feb 2022 - Present

  Key Responsibilities:- Manage and lead a team of Relationship Managers to achieve performance target- Conduct financial needs analysis via needs-based approach to fulfill client’s needs using various financial solutions such as insurance and investments

• Financial Services Manager (Ex-Linc Financial)

  • Aug 2020 - Feb 2022

  Key Responsibilities:- Manage and lead a team of Financial Representatives to achieve performance target- Conduct financial needs analysis via needs-based approach to fulfill client’s needs using various financial solutions such as insurance and investmentsAchievements:2021 Top Unit Award - Full Year 1st Position



Goldbell Leasing Pte Ltd

• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Sales and Leasing Executive

  • Apr 2016 - Aug 2020

  Key Responsibilities: Develop new business leads and clientele base in the corporate industry Provide dedicated services and building relationship with existing account Develop business plan and sales strategy for the market to ensure achievement of company goals and profitability Identify new markets and business opportunities through research and analysing market trends Key Responsibilities: Develop new business leads and clientele base in the corporate industry Provide dedicated services and building relationship with existing account Develop business plan and sales strategy for the market to ensure achievement of company goals and profitability Identify new markets and business opportunities through research and analysing market trends



Yeap Medical Supplies Pte Ltd

• Singapore
• Medical Device
• 1 - 100 Employee

• Sales Executive

  • Apr 2015 - Apr 2016

  Key Responsibilities: Managing existing accounts and develop new business opportunities within the designated market (retailers, pharmacies, distributors and wholesalers). Key Responsibilities: Managing existing accounts and develop new business opportunities within the designated market (retailers, pharmacies, distributors and wholesalers).



DBS Bank

• Singapore
• Banking
• 700 & Above Employee

• Relationship Manager (Treasures)

  • Jan 2014 - Apr 2015

  Key Responsibilities: Build relationship with high net worth priority customers such as professionals and business owners and providing a needs-based approach to fulfill client’s needs using various financial solutions such as insurance, unit trusts and treasury products Achievements: •DBS Treasures – Top Treasures Relationship Manager 2014 Key Responsibilities: Build relationship with high net worth priority customers such as professionals and business owners and providing a needs-based approach to fulfill client’s needs using various financial solutions such as insurance, unit trusts and treasury products Achievements: •DBS Treasures – Top Treasures Relationship Manager 2014



UOB

• Singapore
• Banking
• 700 & Above Employee

• Relationship Manager

  • Aug 2012 - Nov 2013

  Key Responsibilities: Build relationship with high net worth priority customers such as professionals and business owners and providing a needs-based approach to fulfill client’s needs using various financial solutions such as insurance, unit trusts and treasury products. Key Responsibilities: Build relationship with high net worth priority customers such as professionals and business owners and providing a needs-based approach to fulfill client’s needs using various financial solutions such as insurance, unit trusts and treasury products.



DBS Bank

• Singapore
• Banking
• 700 & Above Employee

• Relationship Manager

  • Apr 2011 - Jun 2012

  Achievements: •CBG POSB Friendly Award - Best RP (Oct 2011) •CBG POSB Friendly Award - Best UT (Oct 2011) •CBG POSB Friendly Award - Best Overall Sales (Oct 2011) •CBG POSB Friendly Award – Top RP Sales (Nov 2011) •CBG POSB Friendly Award – Top Overall Sales (Nov 2011) •CBG POSB Friendly Award – Top RP Sales(Dec 2011) •CBG POSB Friendly Award – Top Performer Overall Sales (Dec 2011) •CBG Brilliant Star Awards 2011 – Outstanding Rookie Award •CBG Brilliant Star Awards 2011 – Awards Club Winner •CBG Brilliant Star Awards 2011 – Incentive Trip (Italy) Winner •P3 Pinnacle Awards (Total Revenue) – 3rd •P3 Pinnacle Awards (RP Revenue) – 3rd Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Planning Manager

  • Mar 2010 - Mar 2011

  Achievements: •Top performer (#1) in the team for FY2010 •Top 5% performance in the channel for FY2010 •Gold award for service quality and sales quality Achievements: •Top performer (#1) in the team for FY2010 •Top 5% performance in the channel for FY2010 •Gold award for service quality and sales quality