Experience

Synergy Financial Advisers Ltd

• Singapore
• Financial Services
• 200 - 300 Employee

• Senior Relationship Manager, Branch Manager

  • Jun 2015 - Present

  As a Senior Relationship Manager at Synergy Financial Advisers Pte. Ltd., an established Singapore financial advisory firm, I provide sound guidance and planning for clients' financial portfolios to bring them closer to their financial goals and independence. I also manage and maintain client relationships to ensure their experience aligns with the company's standards and industry reputation. After 6 years with Synergy Financial Advisers Pte. Ltd., I was recognized for consistent excellence in customer service and overall standards and was eventually promoted to the position of Branch Manager. In this capacity, I look forward to applying my capabilities to the requirements of leadership and higher-level management, guiding my team towards exceptional performance and results. Show less



Prudential Assurance Company Singapore

• Singapore
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Jan 2013 - Jan 2015

  I first worked and honed my expertise and skills in the insurance business at Prudential Singapore, a subsidiary of UK-based Prudential and one of the top life insurance companies in the country. The company offers a variety of protection, savings and investment-linked plans to meet the many insurance needs of customers in Singapore. I first worked and honed my expertise and skills in the insurance business at Prudential Singapore, a subsidiary of UK-based Prudential and one of the top life insurance companies in the country. The company offers a variety of protection, savings and investment-linked plans to meet the many insurance needs of customers in Singapore.