Joseph Ho Email & Phone Number

Singapore

Singapore, Singapore

Financial Planning: - Analytical skills for assessing individual financial needs. - Attention to detail in developing meticulously tailored financial plans. - Knowledge of investment instruments and risk management.Investment Advisory: - Expertise in analyzing market trends and investment opportunities. - Strong communication skills for offering clear and effective guidance. - Deep understanding of diverse investment vehicles and their implications.Estate and Retirement Planning: - Proficiency in developing and implementing comprehensive retirement and estate plans. - Knowledge of tax implications and legal aspects in estate planning. - Strategic thinking for executing streamlined and effective planning strategies.Insurance Customization: - Understanding of insurance products and their customization options. - Ability to discern and analyze unique requirements of clients. - Strong communication and negotiation skills for tailoring insurance solutions.

Singapore

Talent Acquisition & Development:Oversaw recruitment and training processes for organizational and agency Financial Consultants, optimizing potential and enhancing candidate retention. Set sales targets for individual salespersons, providing necessary support to achieve predefined goals. Assisted financial services staff in optimizing sales, fostering effective customer relationships to increase revenues, and improve branch effectiveness.Regulatory Compliance:Conducted monthly meetings and coaching sessions for financial consultants, ensuring updated information and monitoring Key Performance Indicators (KPIs).Event Coordination:Organized DND and overseas incentive trips for consultants, including creating videos and booklets for marketing purposes. Managed liaison with vendors for roadshows and joint ventures.Client Portfolio Management:Assessed clients' specific needs and financial situations through fact-finding appointments. Developed coordinated protection plans, calculated and quoted rates for immediate coverage action, and implemented long-term strategies. Provided ongoing service by handling direct deposit forms, processing beneficiary changes, and analyzing policy loan applications.Estate Planning:Contributed expertise in estate planning to ensure comprehensive financial solutions for clients.

Singapore

Primary Responsibilities:• Consolidated and compiled daily operational updates from the Operation Centre for reporting purposes.• Prepared, presented, and led daily Operations Huddle meetings.• Organized and facilitated meetings within CMTG for information sharing and updates.• Acted as the initial point of contact for external stakeholders.• Collaborated with CMTF Plans & Policy on Policy-Ops related matters.• Engaged with the ops team to address policy and workflow-related issues.• Investigated and analyzed operational issues and incidents, documenting decisions to be taken.• Managed feedback, requests, and complaints.• Implemented and monitored policies and work processes within CMTG and inter-TGs.• Liaised with respective secretariats on daily operational requirements and submissions to forums.• Harmonized operations among Ops teams (Case Data, Facilities, Conveyance, and Call Centre Teams).• Monitored operational request channels via inter-TGs and external agencies, directing actionable follow-up to ops teams.• Tracked and evaluated Key Performance Indicators (KPIs) and progress, closely following up on areas of concern.• Reported Ops KPIs and performance.• Undertook other ad hoc duties as assigned, not limited to those mentioned above.

Primary Responsibilities:• Conduct daily briefings for swab ops staff, managing groups ranging from 20 to 60 people based on site requirements.• Perform physical wellness checks for staff before the commencement of operations.• Plan daily rosters, manage leave, and update staff status for Red Zone Staff, Swabbers, Swab Assistants, and Ushers.• Ensure the timely start of swab operations, implementing proper staggering of lunch hours for Red Zone Staff.• Address client inquiries or concerns related to the swab test process (non-clinical).• Maintain a smooth flow in the client queue throughout the operation.• Demonstrate the ability to multitask and work under pressure while wearing Personal Protective Equipment (PPE).• Tally Universal Transport Medium (UTM) against the Sample Requisition System (SRS) for multiple milk-runs.• Maintain constant communication with the GZ Site Supervisor and Site Manager throughout the operation.• Compile incident reports and submit them promptly, conduct counseling, wellness checks for staff, and handle any ad hoc assignments or operations.