Joel Marshall

Relationship Manager at Synergy Financial Advisers Pte Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
SG

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Credentials

  • Monetary Authority of Singapore Representative
    Monetary Authority of Singapore (MAS)
    Sep, 2020
    - Nov, 2024
  • Australian Financial Services Authorised Representative
    ASIC
    Apr, 2007
    - Nov, 2024

Experience

    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Relationship Manager
      • Apr 2022 - Present

    • Advisory Specialist
      • Mar 2022 - Present

      IEM is the leading private health insurance broker for expats in Singapore. IEM is the leading private health insurance broker for expats in Singapore.

    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Financial Service Representative
      • Mar 2021 - Present

    • Singapore
    • Financial Services
    • 700 & Above Employee
    • International Financial Consultant
      • Sep 2020 - Mar 2021

  • Voda Connect
    • Singapore
    • Business Development Manager APAC
      • Mar 2020 - Sep 2020

      The perks of telecommuting, or working remotely, go beyond wearing your jammies while doing your job. Employees are unbound by time and space, so talent can come from anywhere. They don’t have to beat the traffic during rush hour since they can work in the comforts of their home or any place of their choice. Less stress and favorable working conditions help increase employees’ morale. But there are challenges to having workers physically apart. It’s not as easy to turn to a colleague to consult when he or she is across town. Meetings can be tedious to set up, and correspondences via email lose their immediacy. And there’s more possibility of miscommunication when you cannot see the other person’s body language. For remote working to work, an effective and reliable system of communication is necessary. That’s why companies turn to Voice over Internet Protocol (VoIP) technology. Show less

    • Singapore
    • Restaurants
    • 1 - 100 Employee
    • Restaurant Manager
      • Mar 2018 - Dec 2019

      Manage the daily operation of restaurant. Supervise 12 employees. Reporting to Business Owner. Plan and supervise shift roster to ensure smooth operation of restaurant. Manage and lead restaurant staff including training and evaluation of staff. Review the employee's performance. Maintain high standard of guest services with prompt response to customers request and feedback. Manage complains and exceeding customers' expectations by receiving compliments on the e-platforms and social media. Provide analysis of sales data and suggest improvements based on the operational activities. Show less

    • Business Development Manger
      • Jul 2014 - Mar 2018

      Finance and Accounting (Public Accountant Practice): Supervise 6 employees. Reporting to the Director. In charge for the B2B sales of accounting services to SME. Performing all accounting functions for business clients. Handling all tax, GST and general ledger accounting, AP/AR, and budget / payroll preparation functions. Responsible for the Incorporation of companies and small businesses.Registered business office for numerous companies and businesses. Provide referral business for insurance and finance. Provide personal taxation lodgements. Quality Control of Building and Concrete: An independent contractor for quality control business for concrete. Supervise a team of 15. Works to assure quality, timeliness, consistency and accuracy of test reports. Work with assigned staff to ensure work schedules are maintained and balanced. Responsible for the B2B development for concrete testing service for companies such as Hanson, Boral and Holcim and Concrite. Projects such as Sydney ports redevelopment, Sydney MRT and numerous residential buildings. Inventory management and logistics of test samples. Liaise with engineers and architects over project results. Perform general administrative duties such as invoicing to customers and claims Show less

    • Australia
    • Banking
    • 700 & Above Employee
    • Mortgage Associate
      • Jun 2010 - Oct 2011

      Accredited ING personal banker, in the sector of retail banking industry. Reporting to the Department Manager. Achieved monthly sales target that set by the Company. Inbound call manager: provide consultative selling over products & services. Networking with existing clients. Provide service such as represent the bank's monthly mortgage during road shows. Building relationship with retail clients and provide highest quality of service. Ensure the provided services and products align with government's compliance. Show less

  • Money Quest Lending
    • Sydney, Australia
    • Mortgage Broker
      • Nov 2005 - Feb 2010

      Achievement: Monthly KPI of $1.5 million settled loans Networking with prospective and existing clients and promote the products and services. Provide advice on home financing. Customer support for all banking inquiries. Cold calling to establish sales Achievement: Monthly KPI of $1.5 million settled loans Networking with prospective and existing clients and promote the products and services. Provide advice on home financing. Customer support for all banking inquiries. Cold calling to establish sales

  • Mortgage Force
    • Sydney, Australia
    • Mortgage Broker
      • Sep 2004 - Oct 2005

      Reporting to the Director. Achievement: first receiver with targeted advice on products and services. Total loan book value exceeding AUD $30 million within 12 months. Authorised representative for the bonds up to AUD $100K. Networking with existing clients and provide consultative selling. Attend to cold calls and meet prospective clients. Active monitoring over active/dormant clients. Ensure the provided service aligns with the government's compliance. Reporting to the Director. Achievement: first receiver with targeted advice on products and services. Total loan book value exceeding AUD $30 million within 12 months. Authorised representative for the bonds up to AUD $100K. Networking with existing clients and provide consultative selling. Attend to cold calls and meet prospective clients. Active monitoring over active/dormant clients. Ensure the provided service aligns with the government's compliance.

    • Mortgage Support Officer
      • Feb 2004 - Sep 2004

    • State Manager
      • Feb 2001 - Aug 2004

      Authorised to approve personal loans from $10,0000 to $50,000 in the sector of retail banking industry. Reporting to Director. Supervise 30 branch staff over 5 independent branches. Perform reconciliation of trust accounts. Achievement: Branch Manager of the Year 2001 and 2003. Authorised to approve personal loans from $10,0000 to $50,000 in the sector of retail banking industry. Reporting to Director. Supervise 30 branch staff over 5 independent branches. Perform reconciliation of trust accounts. Achievement: Branch Manager of the Year 2001 and 2003.

Education

  • Northumbria University
    Bachelor of Arts (HONOURS) Business Administration, Business Administration and Management, General
    2018 - 2019
  • Kaplan Singapore
    Advance Diploma of Management, Business Administration and Management, General
    2018 - 2018
  • Mortgage & Finance Association of Australia
    Anti-Money Laundering, Banking and Financial Support Services
    2007 - 2011
  • Mortgage & Finance Association of Australia
    Financial Services, Finance, General
    2007 - 2007
  • TAFE NSW
    Diploma In Accounting, Accounting
    2000 - 2002
  • The Hills Grammer School
    HSC, High School/Secondary Diplomas and Certificates
    1994 - 2000

Community

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