Experience

St. James's Place – Asia & Middle East

• Singapore
• Financial Services
• 300 - 400 Employee

• Associate Partner | Investment Advisor | Financial Advisor

  • Jul 2019 - Present

  • Working with people from all walks of life, helping them achieve financial freedom through my investment expertise while providing protection from life’s uncertainties. • Managing and growing client’s financial portfolio, providing them with recommendation and bespoke solutions through holistic financial planning. • Collaborating with various departments and providing product training • Using objection handling techniques, both over the phone and face to face • Onboarding new clients, process transfer paperwork and setting up new accounts • Conducting customer satisfaction survey with prospects or clients after each meeting to ensure consistency in performance, to answer any queries or uncertainties that they may have and to look for areas of improvement throughout the entire client facing process. • Providing follow up and quarterly reviews with clients and prospects face to face, through email and over the phone • Building meaningful and impactable relationships with clients using best practices. Show less



AIA Singapore

• Singapore
• Insurance
• 700 & Above Employee

• Financial Consultant

  • 2016 - Jul 2019

  • Educate clients on various financial matters and provide professional recommendations on protection and health related products based on each clients’ individual needs • Specialized in retirement planning solutions for clients using mutual funds and other options to manage, customize and diversify portfolio • Building and maintaining strong relationship with clients through servicing and communication • Prospecting through door knocking, cold calling and referrals • Using social media marketing to increase brand image • Consistently identifying and implementing new business strategies to grow business Show less