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Josey Bai Email & Phone Number

Location: Singapore 13 work roles 2 schools
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Role
Wealth Management Consultant
Location
Singapore
Company size

Who is Josey Bai? Overview

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Josey Bai is listed as Wealth Management Consultant at Professional Investment Advisory Services Pte Ltd, a with 660 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Josey Bai.

Josey Bai previously worked as Co-Founder at Joyoustots and Assistant Manager at Nanyang Technological University. Josey Bai holds Bachelor Of Science In Business, Business from University Of London.

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Professional Investment Advisory Services Pte Ltd

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About Josey Bai

Entrepreneur SpiritMeticulousOutspoken and Plan ahead to ensure smooth operationsEvent planning skillsPublic speaking skillsLeadership skillsPresentation skillsEmail Direct Marketing skillsWebsite Management skills with SharePoint and Sitefinity

Listed skills include Microsoft Office, Peoplesoft System, Pegasus Ii System, Foxpro System, and 13 others.

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Professional Investment Advisory Services Pte Ltd
Professional Investment Advisory Services Pte Ltd
Wealth Management Consultant
singapore, singapore
Employees
660
AeroLeads page
13 roles

Josey Bai work experience

A career timeline built from the work history available for this profile.

Wealth Management Consultant

Current

Singapore

As an advisor nuture by one of the top financial advisors in the world, I specialise in providing holistic financial planning to protect, accumulate and distribute your wealth through your expertise in creating them.Be it individuals, family or small enterprises, your wealth can be well managed ahead of the curve through my financial success model.You can have a second opinion or advice, as I represent you to source for the most suitable financial products in the market based on your needs and shortfall.

Jun 2023 - Present

Co-Founder

Joyoustots

Singapore

We aim to bring joy to mummies and kiddos with our adorable and comfortable outfits for your little ones. The clothings are handpicked with lots of love and we hope you will love it as much as we do. (:

Assistant Manager

Singapore

- Managed over 500 outbound exchange students under Finland, Ireland, Norway, Spain, Switzerland, UK, and USA with closed to 150 Partner Universities per academic semester- Processed over 500 outbound exchange students' administrative requirements such as nomination and application to Partner Universities, Visa applications, and course matching- Organised at least four pre-departure briefings per semester for over 1,000 students going for overseas exchange- Organised at least five information talks per year for over 800 students on overseas exchange; with 11 conducted via MS Teams and 806 attendees in Year 2020- Co-organised Sino-Singapore Undergraduate Exchange (SSUE) inbound exchange for 50 PRC students and delegates on 29 and 30 Jul 2019; and participated in outbound exchange with 15 NTU students to China (Chengdu and Changsha) from 27 May 2019 to 10 Jun 2019- Coordinated with Office of Health, Safety and Emergency (OHSE) to ensure all 17 colleagues complied with safety standards of the University as Office's Safety Representative and Student and Academic Services Department's (SASD) Committee Member- Coordinated activities with SASD Health and Safety Committee members for over 200 staff and ensured SASD met safety standard of OHSE policy, which included Nutrition Talk and Poster Competition- Assisted to set up SafeEntry processes for over 200 staff working at Student Services Centre in mid Feb 2020- Coordinated with Office of Ethics and Compliance to ensure all 17 colleagues complies with the Personal Data Protection Act as PDPA Manager- Coordinated with external and internal project team members for two major projects – SASD Intranet and NTU Internet and completed them within 4 working days and 14 days respectively, and involved in revamping webpages with SharePoint and Sitefinity- Managed both NTU Internet and SASD Intranet for office, and created two other departments’ webpages with Sitefinity- Completed draft teaser video with Powtoon

Oct 2018 - Dec 2021

Assistant Manager

Singapore

- Managed and successfully placed over 1,200 NTU-Nanyang Business School (NBS) students annually for credit-bearing internships from Dec to Jan, Jan to May, May to Jul and Aug to Dec, including enquiries, sourcing of placements, briefings, searching of placements, placement allocation, monitoring of students assessments, and processing of marks.- Co-managed over 700 industry partners annually for internship placements.- Managed two temporary staff per year from Dec to Jun.- Organised at least 10 teambuildings for 50 staff from Year 2016 to Year 2018, including the first to organise overseas teambuilding with three overseas teambuildings - 2 Days 1 Night in Desaru 2015, 3 Days 2 Nights in Malacca 2016 and 3 Days 2 Nights in Penang 2017; one local teambuilding full day in D'Kranji Farm Resorts 2016 and half day in Center Pottery 2017, Christmas 2016 & 2017, Hari Raya 2016, Staff Appreciation 2016 & 2017, & Chinese New Year 2016 & 2017.- Planned and executed two teambuilding activities for office's Goal Setting 2017.- Designed and implemented direct email marketing for all teambuilding events.- Organised and hosted office's Appreciation 2018: three teambuilding activities, PowerPoint presentation of appreciation notes, and created videos collage.- Emceed all office events organised by Fun Club.- Office's Liaison Officer and Certified First Aider (Till 2019) for Office of Health, Safety and Emergency to ensure all 30 colleagues complied with safety standards of the University.- One of 20 Silver award winners for Service Excellence 2017 out of more than 500 staff in the Student & Academic Services Department (SASD).- Won at least eight Admin Excellence Awards nominated by Career and Attachment Office (CAO) colleagues.- Assisted SASD won Safety Award 2017.

Jul 2018 - Oct 2018

Senior Executive

Singapore

- Managed and successfully placed over 1,200 NTU-Nanyang Business School (NBS) students annually for credit-bearing internships from Dec to Jan, Jan to May, May to Jul and Aug to Dec, including enquiries, sourcing of placements, briefings, searching of placements, placement allocation, monitoring of students assessments, and processing of marks.- Co-managed over 700 industry partners annually for internship placements.- Managed two temporary staff per year from Dec to Jun.- Organised at least 10 teambuildings for 50 staff from Year 2016 to Year 2018, including the first to organise overseas teambuilding with three overseas teambuildings - 2 Days 1 Night in Desaru 2015, 3 Days 2 Nights in Malacca 2016 and 3 Days 2 Nights in Penang 2017; one local teambuilding full day in D'Kranji Farm Resorts 2016 and half day in Center Pottery 2017, Christmas 2016 & 2017, Hari Raya 2016, Staff Appreciation 2016 & 2017, & Chinese New Year 2016 & 2017.- Planned and executed two teambuilding activities for office's Goal Setting 2017.- Designed and implemented direct email marketing for all teambuilding events.- Organised and hosted office's Appreciation 2018: three teambuilding activities, PowerPoint presentation of appreciation notes, and created videos collage.- Emceed all office events organised by Fun Club.- Office's Liaison Officer and Certified First Aider (Till 2019) for Office of Health, Safety and Emergency to ensure all 30 colleagues complied with safety standards of the University.- One of 20 Silver award winners for Service Excellence 2017 out of more than 500 staff in the Student & Academic Services Department (SASD).- Won at least eight Admin Excellence Awards nominated by Career and Attachment Office (CAO) colleagues.- Assisted SASD won Safety Award 2017.

Jun 2015 - Jun 2018

Executive

Sembwaste Pte Ltd

- Managed enquiries and feedbacks from more than 100 customers on recycling- Promoted recycling actively to closed to 100 organisations, such as recycling services- Liaised with operations team on related operational issues, and involved in operation work such as weighing the wastes collected by the waste truck- Involved in Marketing - ideas to promote recycling or designing posters for programme- Conducted public speaking to more than 10 Primary and Secondary schools students on recycling via Assembly Talk- Secretary/Committee member for Staff Appreciation Night 2015- General Administration and reporting- Ad-hoc projects and duties

Apr 2014 - Apr 2015

Programme Executive

Singapore Institute Of Management Pte Ltd

- Managed Partner Universities students • The University of Manchester - over 200 students per semester • IMI International Hotel Management Institute Switzerland Ltd - closed to 30 per cohort- Co-ordinated with two Partner Universities’ coordinators on over 230 students’ matters- Liaised with 10 Partner Universities’ and Associate Lecturers on teaching assignments, contracts, course materials per semester - Prepared timetable, attendance, orientation, and coursework assessments before class commences with about seven groups of classes per semester- Managed facilities room bookings for seven classes per semester- Managed over 200 students' and their parents' enquiries, student administrative processes, such as offer, contract, payment, absence from class matters, deferment, withdrawal, etc.- Verified Admissions, Enrolment, Graduates (AEG) report- Ensured all administrative requirements by Council for Private Education (CPE) were adhered to.

Feb 2013 - Mar 2014

Executive, Programmes

Psb Academy

Lower Delta Road

- Managed seven lecturers on assignments, contracts, course materials per semester- Prepared timetable, attendance, orientation kit, mid-term test papers for the seven classes per semester.- Managed Facilities Room Booking for the seven classes- Managed over 300 students' and parents' enquiries per semester- Managed over 300 students' administrative processes per semester such as deferment, withdrawal, discipline issues, updating of students' particulars, re-enrolment, re-examination, ensuring payment advice sent to students etc.

Mar 2012 - Jan 2013

Executive, Student Services And Administration

Shatec Institutes

- Managed over 150 Diploma in Culinary Skills and Diploma in Baking & Pastry students every semester- Handled over 150 Students' and Parents' enquiries- Managed Students' administrative processes, such as withdrawal, discipline issues, updating of students' particulars, reinstatement issues etc.- Processed over 100 International Student Pass administration across all disciplines.- Managed the purchase of Fee Protection Scheme Insurance through Edusphere (HSBC) for over 200 students across all disciplines.- Liaised with Council for Private Education (CPE) for the Fee Protection Scheme (FPS) Monthly Report, including preparation of the report- Prepared and maintained Attrition & Analysis Report for the whole school- Managed the entire Scholarship Administration for the whole school with about six students awarded per academic year, including liaised with Scholarship partners such as Singapore Hotel Association (SHA) for Northlight School and Assumption Pathway School students

Jun 2010 - Mar 2012

Intern, Human Resource Department - Compensation And Benefits

- Consolidated departments’ returns on Sales Incentives Targets- Consolidated departments’ returns for Performance Management Process- Updated of Employee Staff Handbook and communication slides for the organisation- Compiled labour law summaries and ST Compensation and Benefits provisions for ASEAN offices- Verified documents submitted for job evaluation and promotion exercise- Reviewed Local Operating Procedures and change summaries- Prepared employment certification letters and other HR letters- Processed all employees' leave application- Updated employees’ particulars into ‘Peoplesoft’ system- HR Administration such as filing, printing and issuing of letters

Jun 2008 - Aug 2008

Admin/Sales Officer

Campus Marketing Pte Ltd

Singapore

- Co-ordinated sales with more than 1000 customers for corporate gifts- Assisted in managing invoices, Purchase Order, Delivery Order, Quotation documents- Prepared Sales Report every month

Jun 2006 - Feb 2007

Temporary Staff In Sales And Marketing

Hitachi Credit Singapore Pte Ltd

- Promoted services to over 100 Students and their Parents on hire purchase services of laptops in Republic Polytechnic- Co-ordinated in the sales of hire purchase services with Students/Parents - Verified more than 100 completed details and supporting documents with systemLeft the organisation as the contract was only one month.

Mar 2006 - Apr 2006

Temporary Admin Staff

Façade Builder International Pte Ltd

Singapore

- Co-ordinated Information Sheets and enquiries with Clients- Prepared contracts proposals with MS Word- Data Entry with MS Excel

Dec 2002 - Jun 2003
Team & coworkers

Colleagues at Professional Investment Advisory Services Pte Ltd

Other employees you can reach at proinvest.com.sg. View company contacts for 660 employees →

2 education records

Josey Bai education

Diploma In Business Computing, Business Computing

Republic Polytechnic

Activities and Societies: Participated in the following: - Bowling POL-ITE - 11th/16th in Place for Girls Team, 7th/9th Position for RP.

FAQ

Frequently asked questions about Josey Bai

Quick answers generated from the profile data available on this page.

What company does Josey Bai work for?

Josey Bai works for Professional Investment Advisory Services Pte Ltd.

What is Josey Bai's role at Professional Investment Advisory Services Pte Ltd?

Josey Bai is listed as Wealth Management Consultant at Professional Investment Advisory Services Pte Ltd.

Where is Josey Bai based?

Josey Bai is based in Singapore while working with Professional Investment Advisory Services Pte Ltd.

What companies has Josey Bai worked for?

Josey Bai has worked for Professional Investment Advisory Services Pte Ltd, Joyoustots, Nanyang Technological University, Sembwaste Pte Ltd, and Singapore Institute Of Management Pte Ltd.

Who are Josey Bai's colleagues at Professional Investment Advisory Services Pte Ltd?

Josey Bai's colleagues at Professional Investment Advisory Services Pte Ltd include Shin Haur Lim, Leelee Hoe, Celina Teo, Taryn Tan, and Andy Tan.

How can I contact Josey Bai?

You can use AeroLeads to view verified contact signals for Josey Bai at Professional Investment Advisory Services Pte Ltd, including work email, phone, and LinkedIn data when available.

What schools did Josey Bai attend?

Josey Bai holds Bachelor Of Science In Business, Business from University Of London.

What skills is Josey Bai known for?

Josey Bai is listed with skills including Microsoft Office, Peoplesoft System, Pegasus Ii System, Foxpro System, Student Management System, Edusphere By Hsbc, Solar+ System By Ica, and Outstanding Communication And Presentation Skills.

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