Joel Chong

Project Lead Head at Bamboo Builders
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Contact Information
Location
Singapore, SG
Languages
  • English Full professional proficiency
  • Chinese Native or bilingual proficiency

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Credentials

  • Mastery Training Series: Crisis Management and Risk Assessment
    Health Promotion Board
    Oct, 2021
    - Sep, 2024
  • Mastery Training Series: Foundation in Care and Support (I)
    Health Promotion Board
    Sep, 2021
    - Sep, 2024
  • Singapore National Climbing Standards (SNCS) Level 1
    Singapore Sport Climbing and Mountaineering Federation
    Sep, 2021
    - Sep, 2024
  • Associate Estate Planning Practitioner (AEPP)
    PreceptsGroup International
    Mar, 2021
    - Sep, 2024
  • IBF Qualified
    IBFSG - The Institute of Banking & Finance Singapore
    Feb, 2021
    - Sep, 2024
  • Associate Financial Planner (AFP)
    FPAS - Financial Planning Association of Singapore
    Jan, 2021
    - Sep, 2024
  • Associate Wealth Planner (AWP)
    FPAS - Financial Planning Association of Singapore
    Jan, 2021
    - Sep, 2024
  • Chartered Financial Consultant (ChFC) Module 1
    Singapore College of Insurance Ltd
    Jul, 2020
    - Sep, 2024
  • Strategic Innovation: Building and Sustaining Innovative Organizations
    University of Illinois at Urbana-Champaign
    Jun, 2020
    - Sep, 2024
  • Planet Earth... and You
    University of Illinois at Urbana-Champaign
    Jun, 2020
    - Sep, 2024
  • The Science of Well-Being
    Yale University
    Jun, 2020
    - Sep, 2024
  • Fundamentals of Digital Marketing
    Google Digital Garage
    May, 2020
    - Sep, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Apr, 2020
    - Sep, 2024
  • CFA Institute - Ethical Decision-Making for Investment Professionals
    CFA Institute
    Jan, 2020
    - Sep, 2024
  • Certificate of Distinction - DS101 : Introduction to Python Programming
    Hackwagon Academy
    Aug, 2019
    - Sep, 2024
  • Data Analysis with Excel
    Nanyang Polytechnic
    Dec, 2018
    - Sep, 2024
  • MOE Certified -Lifeskills (Communication Skills)
    Ministry of Education, Singapore (MOE)
    Nov, 2022
    - Sep, 2024
  • Basic Concepts and Principles of Insurance
    Singapore College of Insurance Ltd
  • CMFAS Health Insurance
    Singapore College of Insurance Ltd
  • CMFAS Module 5
    Singapore College of Insurance Ltd
  • CMFAS Module 9
    Singapore College of Insurance Ltd
  • CMFAS Module 9A
    Singapore College of Insurance Ltd
  • Commercial General Insurance
    Singapore College of Insurance Ltd
  • Personal General Insurance
    Singapore College of Insurance Ltd

Experience

    • Singapore
    • Education Administration Programs
    • 1 - 100 Employee
    • Project Lead Head
      • May 2023 - Present

    • Senior Facilitator
      • Feb 2023 - May 2023

      Bamboo Builders is a Singapore-based training consultancy that builds social entrepreneurs. Our programs bring together urban and rural schools, purpose-driven organisations, and governments to alleviate poverty through social entrepreneurial education.

    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Financial Services Consultant
      • Jun 2019 - Present

      Helped clients achieve clarity with regards to their financial goals or dreams. Implement action plan to reach those goals. Design suitable investment strategy according to clients’ risk appetite. Maintain and update clients’ on performance of their portfolio. The financial services I provide to enhance the portfolios of my clients include: • Wealth Management • Personal Insurance • Financial Planning • Retirement Planning • Investment Planning • Legacy and Estate Planning • Corporate Solutions • General Insurance (Personal & Commercial Lines) My Awards/Accolades includes: • AIA Quickstart Qualifier • AIA Headstart Qualifier • District Top New FSC Q4 Show less

    • Singapore
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Junior Lead Facilitator
      • Sep 2022 - Present

      Happiness Initiative is a social enterprise that focuses on the science of happiness. We believe that well-being should be accessible to everyone, everywhere. We translate research into programmes and products that empower people with the skills to take ownership of their own well-being. Together with our community of well-being advocates, we strive to make a positive difference in the world. Happiness Initiative is a social enterprise that focuses on the science of happiness. We believe that well-being should be accessible to everyone, everywhere. We translate research into programmes and products that empower people with the skills to take ownership of their own well-being. Together with our community of well-being advocates, we strive to make a positive difference in the world.

    • Singapore
    • Non-profit Organizations
    • 1 - 100 Employee
    • Vice Chairperson (RSPVH)
      • Jun 2021 - May 2022

      As the Vice-Chairperson, I spearhead the main committee in planning & overseeing of events to benefit the Visually Impaired Community in Singapore. I decide on the purpose of event, select the target audience and venue, liaise with organisations and venues, draft proposals and post event reports for Student Affairs Office(SAO). Main events of the Academic Year include: Freshies Orientation Programme, VH Christmas, Social Impact Week, Immersion in the Dark, Eye Am Aware, VH Anniversary. As the Vice-Chairperson, I spearhead the main committee in planning & overseeing of events to benefit the Visually Impaired Community in Singapore. I decide on the purpose of event, select the target audience and venue, liaise with organisations and venues, draft proposals and post event reports for Student Affairs Office(SAO). Main events of the Academic Year include: Freshies Orientation Programme, VH Christmas, Social Impact Week, Immersion in the Dark, Eye Am Aware, VH Anniversary.

    • Singapore
    • International Trade and Development
    • 1 - 100 Employee
    • Head of Corporate Liaison
      • Aug 2019 - May 2022

      As the Head of Corporate Liaison, I led a team of 10 Corporate Liaison Directors to work together with CEIT and our Corporate Partners such as Enterprise Singapore to coordinate NTU ITP events and execute them successfully. My team and I are also in charge of any Public Relations Matter of ITC and act as a bridge to bring together CEIT and our Corporate Partners. As the Head of Corporate Liaison, I led a team of 10 Corporate Liaison Directors to work together with CEIT and our Corporate Partners such as Enterprise Singapore to coordinate NTU ITP events and execute them successfully. My team and I are also in charge of any Public Relations Matter of ITC and act as a bridge to bring together CEIT and our Corporate Partners.

    • Junior Accounts Manager
      • Dec 2019 - Jan 2020

      • Record and update daily cash flow of each bank account. • Reconcile and maintain balance sheet accounts. • Check and file the journal vouchers. • Review the reimbursements of staffs. • Assist with monthly and year-end closings. • Assist in preparing documents required by external auditors. • Assist in preparing budgets and forecasts • Assist with implementing and maintaining internal financial controls and procedures. • Record and update daily cash flow of each bank account. • Reconcile and maintain balance sheet accounts. • Check and file the journal vouchers. • Review the reimbursements of staffs. • Assist with monthly and year-end closings. • Assist in preparing documents required by external auditors. • Assist in preparing budgets and forecasts • Assist with implementing and maintaining internal financial controls and procedures.

    • Italy
    • Glass, Ceramics and Concrete Manufacturing
    • 1 - 100 Employee
    • Financial Planner
      • Dec 2018 - Apr 2019

      Provided financial services to clients and also address their financial needs and goals for the future. Provided financial services to clients and also address their financial needs and goals for the future.

    • Chile
    • Real Estate
    • 1 - 100 Employee
    • Sales Representative
      • Nov 2018 - Feb 2019

      Electricity Sales Representative for Best Electricity under SP Group. Electricity Sales Representative for Best Electricity under SP Group.

    • Singapore
    • Government Administration
    • 700 & Above Employee
    • Junior Tax Officer
      • Mar 2018 - Jul 2018

      • E-Filing Service Centre • Taxpayer Service Centre • Contact Centre, Individual Income Tax (CONCEN-IIT) • Handled both general and technical customer issues. • Ensured individuals comply with the tax law by offering advice and guidance regarding tax-related issues. • Analyzed taxpayers’ financial conditions and offers alternatives in the shortest time possible • E-Filing Service Centre • Taxpayer Service Centre • Contact Centre, Individual Income Tax (CONCEN-IIT) • Handled both general and technical customer issues. • Ensured individuals comply with the tax law by offering advice and guidance regarding tax-related issues. • Analyzed taxpayers’ financial conditions and offers alternatives in the shortest time possible

    • Administrative Clerk
      • Dec 2017 - Mar 2018

      Data Entry and Clerical work for students and staff Data Entry and Clerical work for students and staff

    • Singapore
    • Airlines and Aviation
    • 1 - 100 Employee
    • Customer Service Representative
      • Feb 2018 - Feb 2018

      Event Job Event Job

    • Singapore
    • Transportation, Logistics, Supply Chain and Storage
    • 200 - 300 Employee
    • Postal Worker
      • Jan 2016 - Mar 2016
    • South Africa
    • Kitchen Staff
      • Dec 2015 - Jan 2016
    • Tutor
      • Nov 2015 - Jan 2016

Education

  • Nanyang Technological University Singapore
    Master of Science - MS, International Political Economy
    2023 - 2024
  • Nanyang Technological University
    Bachelor of Business Administration - BBA, Banking and Finance - International Trading
    2018 - 2022
  • Temasek Junior College
    GCE A Levels
    2014 - 2015

Community

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