Jaynald Quah Ming Xun
Senior Relationship Manager 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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Senior Relationship Manager
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Feb 2014 - Present
Every aspect of Financial and Legacy PlanningCommercial Group InsurancePersonal Financial PlanningGeneral InsurancePortfolio construction for ClientsProvide more suitable products through sourcing from different companiesHaving a bigger platform of Investment iFast, I am able to create a better investment portfolio for Clients, especially for Retirement PlanningMonitoring the market and realising profits for Clients after meeting expectation/benchmarkProvide Weekly connection with clients through Weekly Market Update
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Financial Planner
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Jul 2013 - Nov 2013
Manage Client's finances through proper Financial Planning- Wealth Preservation- Wealth Accumulation- Wealth DistributionStrength in Wealth AccumulationProper investment portfolio for ClientsMonitoring the market and realising profits for Clients after meeting expectation/benchmark Manage Client's finances through proper Financial Planning- Wealth Preservation- Wealth Accumulation- Wealth DistributionStrength in Wealth AccumulationProper investment portfolio for ClientsMonitoring the market and realising profits for Clients after meeting expectation/benchmark
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Education
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2009 - 2013
Nanyang Technological University
Bachelor of Science (B.Sc.), Statistics
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