SHERRY JOANNA LEE. ππ πβ
Financial Services Advisor at RTP Organisation (AIA Singapore Pte Ltd Reg 201106386R)- Claim this Profile
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Bio
Credentials
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CPAA Certified Pearl Specialist
Cultured Pearl Associations of America, Inc.Nov, 2022- Nov, 2024 -
Associate Financial Planner (AFP)
Financial Planning Association (FPA)Mar, 2021- Nov, 2024 -
Open Water Diver
PADIJul, 2016- Nov, 2024 -
Basic Insurance Concepts and Principles (BCP)
Singapore College of Insurance Ltd -
Foundations in Financial Planning (AFP)
Financial Planning Association (FPA) -
HI - Health Insurance
Singapore College of Insurance Ltd -
M1B - Rules & Regulations for Dealing in Securities (Non-SGX-ST Members)
IBFSG - The Institute of Banking & Finance Singapore -
M5 - Rules And Regulations For Financial Advisory Services
Singapore College of Insurance Ltd -
M6 - Securities Products & Analysis
IBFSG - The Institute of Banking & Finance Singapore -
M6A - Securities & Futures Product Knowledge
IBFSG - The Institute of Banking & Finance Singapore -
M8 - Collective Investment Schemes
Singapore College of Insurance Ltd -
M8A - Collective Investment Schemes II
Singapore College of Insurance Ltd -
M9 - Life Insurance And Investment-linked Policies
Singapore College of Insurance Ltd -
M9A - Life Insurance And Investment-linked Policies II
Singapore College of Insurance Ltd -
Personal General Insurance (PGI)
Singapore College of Insurance Ltd
Experience
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RTP Organisation (AIA Singapore Pte Ltd Reg 201106386R)
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Singapore
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Insurance
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1 - 100 Employee
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Financial Services Advisor
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Apr 2022 - Present
- Specialist in Retirement Plannings and Family & Legacy Planning with safety net - Specialist in Corporate Solutions (Insurance and Benefits) - Provide one-stop advisory in banking and Mortgage Loans Achieved Top 5 Rookies (ANP) - Specialist in Retirement Plannings and Family & Legacy Planning with safety net - Specialist in Corporate Solutions (Insurance and Benefits) - Provide one-stop advisory in banking and Mortgage Loans Achieved Top 5 Rookies (ANP)
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Pearly Lustre
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Singapore
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Retail Luxury Goods and Jewelry
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1 - 100 Employee
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Instagram Livestream Host
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Mar 2022 - Present
Engaged for Grand Opening Ceremony online and offline emcee on top of weekly livestream. Language: Singapore English CPAA Certified Pearl Specialist Join me as I share with you more bout Pearls Fashion on Pearly Lustre's social media page every alternate Saturday at 8.30pmπ€ Engaged for Grand Opening Ceremony online and offline emcee on top of weekly livestream. Language: Singapore English CPAA Certified Pearl Specialist Join me as I share with you more bout Pearls Fashion on Pearly Lustre's social media page every alternate Saturday at 8.30pmπ€
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DBS Bank
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Singapore
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Banking
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700 & Above Employee
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Wealth Planning Manager (Insurance Specialist)
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May 2019 - Jun 2021
- Provide one-stop financial advisory solutions at the bank branches through insurance services and products, such as retirement planning, savings and financial protection- Conduct regular financial planning interviews with existing and potential customers to assess their banking need- Actively involved in seminars, events and sales campaignAchieved Top HL referrals (Insurance Specialist) , Top Rookies, Top Strategic planner, CBG Brilliant Star Award (Top 25% in distribution)
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Financial Avocates (Analyst)
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Jul 2018 - May 2019
- Advisory & end-to-end processing of General Insurance, Mortgage Loans, Cards & Unsecured Loans- Creating Financial Planning Awareness- Driving Digital Adoption- Assist in administrative duties- Achieved Top 10 in Unsecured Loans (SW3) *Title was previously called Financial Buddy
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Assistant Service Manager
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Apr 2017 - Jun 2018
Promotion- Continue to meet & exceed KPI set by the management Achieved Brilliant Star Award and EXSA (Gold)
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Senior Service Executive
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May 2015 - Mar 2017
- Cross-sell products such as General Insurance and Loans Application- Performing both financial and non-financial transactions- Provide excellent Customer Service regarding customers' enquiries - Perform adminstrative duties such as audits. - Met & exceed KPI set by the management Achieved EXSA (Silver)
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Unearthed Productions
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Singapore
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Events Services
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1 - 100 Employee
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Event Staff
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Jan 2013 - Apr 2015
Working as a freelancer under Unearthed Productions, a Highly Rated Events Management company based in Singapore with over 10 years of experience, as a part time crew to assist in actual events and roadshows. Working as a freelancer under Unearthed Productions, a Highly Rated Events Management company based in Singapore with over 10 years of experience, as a part time crew to assist in actual events and roadshows.
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Changi Airport Group
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Singapore
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Aviation and Aerospace Component Manufacturing
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700 & Above Employee
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Internship
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Apr 2014 - Dec 2014
Changi Youth Ambassador Programme (Internship- 6 months followed by Part-Time) It was a bird eye view experience of how many talents were involved to ensure a smooth operation in this World-Class Airport. This experience was truely invaluable where I improved myself in communications and teambondings to emphaise the Changi Experience and gain experience from the gudiance of the Duty Terminal Managers in the followings: - Passenger Interactions - Walking the grounds (both Public and Transit Areas) to ensure Airport Operation is well mantian - Facilitate service recovery when needed - Assist in nunerous flexi-gate changes Show less
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Education
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2012 - 2015
Replublic Polytechnic
School of Engineering, Diploma in Civil Aviation -
2008 - 2011
Hillgrove Secondary School
Computer Science, Express -
2001 - 2007
Bukit View Primary School
Community
