Experience

Synergy Financial Advisers Ltd

• Singapore
• Financial Services
• 200 - 300 Employee

• Operations Manager at Linc Private Solutions branch 'representing Synergy Financial Advisers'

  • Dec 2022 - Present

  To follow.... To follow....



Linc Private Solutions 'representing Synergy Financial Advisers'

• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Dec 2020 - Dec 2022

  To be updated shortly...... To be updated shortly......



AAM Advisory Pte Ltd

• Singapore
• Financial Services
• 1 - 100 Employee

• Head of Business Process & Reporting

  • May 2014 - Nov 2020

  • Supporting a team of Wealth Managers in their client dealings, building rapport & helping them to push business through. • Suitability of financial advice sign off on New Business/Top Ups/Assets Sales and Purchases etc to ensure financial advice is fully aligned with clients’ needs and ensuring ‘quality standard’ transactions are adhered too. • A key contact between AAM and Sales Representatives from various Life/Insurance companies. • Managed a team of eight that produced client financial advice reports for recommendations/admin duties. • Helped improve business processes to streamline business. • Developed financial planning calculators for client presentations & additional auto sign off tools using excel. • Assisted in the integration of online transactions from product providers. • Conduct training presentations to Advisers and/or Admin support staff working for the advisers – Product, Process or Investment Related. Show less



iFS - International Financial Services

• Singapore

• Business Development and Client Relationship Manager

  • Jul 2009 - Apr 2014

  • Working closely with Wealth Managers/Advisers to provide the best service and support for their clients • Helping clients with e-mail/telephone queries regarding their savings/investment/Insurance products. • Assisting in more complex queries involving fund/currency performance fluctuations etc. • Creating spreadsheets to provide illustrations of fund performance, in chart form for a more visual representation. • Completing financial recommendation reports for all new clients, detailing their areas of concerns in full and illustrating how we can help them meet their objectives and goals with structured savings/investment products and/or life/health cover. • Conduct client meetings and provide explanations (in our office or their own) on how forms should be completed. • Creating spreadsheets for whole company to use, helping reduce process time for financial recommendation report writing. • Training and development for new staff. Show less



Quilter International

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Administrator / Administrator - Portfolio Bond Claims and Imaging Departments -Old Mutual Int

  • 1998 - 2008

  • Checking and Authorising withdrawal, surrender, fixed account loan & death claim payments up to a specified limit. • Assisting colleagues with and questions they may have and helping with any queries they are unable to answer themselves. • Processing death claims, chasing required correspondence and assisting beneficiary's, brokers or lawyers to apply for probate or letters of administration from the Isle of Man court. • Maintain internal department website using front page. Ensuring all procedures were kept up to date as a reference point for all staff. • Answering queries/complex queries by telephone, e-mail, fax and letter to brokers or clients directly. • Maintaining a good working relationship with other internal departments in order to process claims more quickly and effectively. Show less