Eric Ooi Email & Phone Number

Singapore, Singapore

Singapore

Singapore

Key Responsibilities: - • User lead in the implementation of the CPF LIFE Escalating Plan.• Worked closely with the IT counterparts to implement system changes which include drawing up business requirements, conducting user acceptance tests and troubleshooting of errors encountered during testing.• Managed projects via the Gantt Chart to ensure that the projects are on schedule• Present relevant status to stakeholders to ensure the due course of actions are done (IT counterparts, internal stakeholders) • User lead in Board’s system modernisation effort.• User lead for the annual review of CPF LIFE payouts. • Implemented a structured on-the-job training for the new staff and to come out with the relevant training materials.• Oversee the team’s daily operations which includes ensuring the CPF LIFE payouts are computed correctly.• Handle both internal (within own department or communications department) and external customers enquiries.Key Achievements• Involved in the adjustment of 100,000 CPF LIFE member’s annuity payout.• Identifying and analysing the CPF LIFE member’s annuity payout through data analytics.• CPF LIFE Escalating Plan was successfully implemented in January 2018.

Key Responsibilities: - • To establish long term relationships with the assigned clients• Regular review on client’s portfolios and providing appropriate strategies, products or advice to meet client’s needs• To source for new clients and to determine their financial needs and goals, and subsequently develop plans and financial road maps to suit their needs.

Key Responsibilities: - • Assisted in the implementation of the CPF LIFE Standard Plan.• Assisted in conducting user acceptance tests and troubleshooting of errors encountered during testing.• Assisted in the annual review of CPF LIFE payouts. • Assisted in the structured on-the-job training for the new staff and to come out with the relevant training materials.• Handle both internal (within own department or communications department) and external customers enquiries.Key Achievements• CPF LIFE Standard Plan was successfully implemented in January 2013.

Specialist Diploma In Business Analytics, Business Analytics

Bachelor’S Degree, Economic And Finance, 3.20/4.00

Bloomberg Aptitude Test: 500/800 (77th percentile)

Diploma, Accounting And Finance, 3.23/4.00