Jolene Lim Pei Jing

Financial Consultant at Great Eastern Financial Advisers Private Limited
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Contact Information
us****@****om
(386) 825-5501
Location
SG
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency
Skills

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Bio

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5.0

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Jackie Loh

Jolene is a great financial advisor who gives the best after-sales service to her clients. She continues to follow up diligently on claim matters, policy servicing and gives useful financial insights, even after the sale. This is the mark of a reliable and responsible agent who goes the extra mile for her clients so that we don't have to fret over any mishaps on our personal financial planning.

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Credentials

  • WSQ Conduct Food & Beverage Audit
    NEA

Experience

  • Great Eastern Financial Advisers Private Limited
    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Dec 2014 - Present

      Working closely with individuals to assess their financial situation in order to plan their financial futures by offering risk and wealth management. Working with corporate clients from startups to small SMEs to understand the nature of their business and HR related matters of which to provide business continuity planning that can help retain their employees and also help in their risk management planning. Keyman protection is also another aspect that we are looking at which aims to minimise their financial loss in the event of a loss of a key person.

  • Shangri-La Food & Management
    • Administrative Coordinator
      • Jan 2009 - Dec 2015

      I assisted the director of the Food & Management agency directly in performing important administrative tasks such as CPF accounting, proposals for catering menu to show clients, performing liaison with clients who are interested in catering services. This job experience has helped me to be more meticulous in the work that I do and I am more comfortable with meeting clients and actively listening to their needs. I assisted the director of the Food & Management agency directly in performing important administrative tasks such as CPF accounting, proposals for catering menu to show clients, performing liaison with clients who are interested in catering services. This job experience has helped me to be more meticulous in the work that I do and I am more comfortable with meeting clients and actively listening to their needs.

  • NYX Cosmetics
    • Germany
    • Personal Care Product Manufacturing
    • 1 - 100 Employee
    • Quality Control
      • Aug 2013 - Sep 2014

      I took the charge of handling quality control for products sold by NYX Cosmetics in liaison with Sephora. My roles included ensuring the sales and marketing done by Sephora was up to expectations and complemented the marketing strategy well. I worked together with operations management to send feedback reports on Sephora's retail shops and how to fix quality problems that arised from post-sales reactions. I took the charge of handling quality control for products sold by NYX Cosmetics in liaison with Sephora. My roles included ensuring the sales and marketing done by Sephora was up to expectations and complemented the marketing strategy well. I worked together with operations management to send feedback reports on Sephora's retail shops and how to fix quality problems that arised from post-sales reactions.

  • United Nails Supply
    • Sales Manager
      • Feb 2009 - Sep 2013

      My job involved brainstorming creative ideas on how to increase sales and market out beauty products through advertising channels. Working closely with agencies and using e-platforms to give a lasting brand impression for a SME was a refreshing challenge. I was also put in charge of organizing and coordinating beauty events such as Beauty Asia Fair, and using the opportunity to market out products during roadshows and polish up my skills on direct marketing such as face-to-face prospecting and networking as well.

  • Healthway Medical Group
    • Singapore
    • Hospitals and Health Care
    • 200 - 300 Employee
    • Accounting Assistant
      • Jan 2011 - May 2011

      Upon graduating from college, I worked at Healthyway Medical Group in assisting the accounting executives with the cash flow statements and income statement auditing - tallying receipts and making sure the cash inflows and outflows are all properly accounted for and organized in a neat and proper manner. Any errors or discrepancies in the cash flows will be reported by me to the accountant in charge as to ensure the accuracy of the financial reporting Upon graduating from college, I worked at Healthyway Medical Group in assisting the accounting executives with the cash flow statements and income statement auditing - tallying receipts and making sure the cash inflows and outflows are all properly accounted for and organized in a neat and proper manner. Any errors or discrepancies in the cash flows will be reported by me to the accountant in charge as to ensure the accuracy of the financial reporting

Education

  • Nanyang Technological University
    Bachelor’s Degree, Bioengineering and Biomedical Engineering
    2012 - 2015

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