Independent financial advisory

Moving towards another level of this sector from a Banking industry to an independent firm. From a single products to a series of rewarding policies on hand is indeed a new challenge. My Role : To provide comphrehensive solutions to my clients in terms of faciliating financial instruments to achieve their objectives. Cater to different needs and demographics in terms of demands so as to fit in suitable solutions to assist my clients in weath accumulation and protection coverage. Services : Corporate Financial Advisory• Business Cash and Reserves Management• Business Succession Planning• Corporate Investment• Corporate Pension Scheme• Corporate Risk Management• Employee Benefits Scheme• Guarantor Risk Management• Key Man Insurance PlanningPersonal Financial Advisory• Children’s Tertiary Education Planning• CPF Investment Scheme• General Insurance Services• Investment Planning• Retirement Planning• Risk Management• Taxation Planning (Referral Services)• Estate Planning (Referral Services)

Individual Focus Focus in providing solutions for individual clients in direction of Estate Liquidity , Equalisation. Preserving & enhancing wealth for their next generation. Company Focus Ease client's worry in addressing their needs in Business continuation strategies and Key Person protection.

A degree awarded by IMI University Center and validated by Manchester Metropolitan University UKGrade: 1st class honours

Developed marketing materials. Established good rapport with suppliers.

Implemented a standard operating procedure for the department. Developed web banner and education posters for official web portal. Appointed as a member of welfare community for the force.

Introduced a new inventory system for marketing materials. Developed company website with vendors. Co-organized company events and exhibitions.

Cover managerial roles in the absence of department manager. Developed positive working attitude and problem solving ability.