Kim So Email & Phone Number
Who is Kim So? Overview
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Kim So is listed as Financial Planning Analyst at Thinkers Alliance, based in Singapore. AeroLeads shows a matched LinkedIn profile for Kim So.
Kim So previously worked as Financial Planner at Manulife Financial Advisers Pte Ltd and Senior Premier Financial Consultant at Prudential Assurance Company Singapore. Kim So holds Diploma In Personal Financial Planning, Financial Planning And Services from Singapore College Of Insurance.
Email format at Thinkers Alliance
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About Kim So
When Kim had 2 family members diagnosed with cancer simultaneously, their lives were about the long hospital visits and high medical expenses. This had made her realise the importance of proper financial planning. As a daughter, Kim learnt that life is unpredictable and did a mid-career switch to pursue a meaningful career where she can help others like herself. As a Premier Senior Financial Consultant, she is passionate about her clients. She listens to their goals and challenges, and design a sustainable solution that protects the clients and their loved ones while they soar in life.Kim specialises in Wealth Preservation, Debt Protection, Wealth Accumulation, Lifestyle Protection and Wealth Transfer. Along with more than 8 years of working experience with MNCs, SMEs, Charities on national initiatives – Kim brings in fresh perspectives in risk management, strategic planning, budgeting and project management.
Listed skills include Event Management, Event Planning, Marketing Communications, Hospitality, and 13 others.
Kim So's current company
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Kim So work experience
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Financial Planning Analyst
Financial Planner
Senior Premier Financial Consultant
Awards Achieved: - 2019:A Member of Million Dollar Round TablePremier Bronze, Life Club Bronze, Star Club, Quality Club Elite 2018:Premier Bronze, Life Club, Star Club, Quality Club Elite2017:Quality Club
Financial Advisor
Account Executive
Event Manager
1) Event Manger (World Gourmet Summit (WGS) 2015) • Assisted and managed strategic planning, budget, branding, promotion, ticket sales, sponsorship, contract agreements and operation of event.• Sought after potential partnership and sponsorship with restaurants, international Michelin starred chefs, local chefs, sponsors and vendors to participate in the WGS. • Developed unique proposals and event themes for each activity with the involvement of restaurants, oversea chefs, local chefs and/or sponsors.• Liaised with the various stakeholders throughout the event in terms of event participation, marketing, accommodation and partnership arrangement with other parties.• Assisted in ticket sales and sponsorship by cold calling, e-mailing and face-to-face meetings with new and existing consumers and corporate clients.• Responsible for the 15th WGS Charity Gala Dinner at W Singapore.2) Head of Ala Carte Productions• Facilitated and managed performance of department, including 3 staff and 2 interns.• Managed department expenditure and administrative duties.• Supported inter-department activities.3) Temporary Marketing Manager (6 Months)• Coceptualised and managed marketing campaign, timeline, budget, visuals and content pre-during and post event. • Managed and liaised with vendors on marketing tools development such as press releases, advertisements, TVC, street banners, social media postings, electronic direct mailers, website, press conference, menu cover pull up banners and paper bags.• Sought after relevant media partnerships and developed the partnership proposal for WGS 2015.• Liaised with media partners, public relation company and supporting partners to establish strong media presence and coverage.
Executive
Executive (Outreach and Programmes Management) 1) Programme Manager of School Green Awards (SGA) 2013 & 20142) Programme Manager of 3R Awards 2013 & 2014 (handed over by National Environment Agency in July 2013)3) Assisted in Active, Beautiful and Clean (ABC) Water Learning Trail programme (appointed by PUB, Our Water Agency)• Defined and managed project scope, goals, deliverables, budget proposals, timelines and liaison management that have supported the business goals in collaboration with senior management and stakeholders.• Environmental outreach to corporate organisations and schools in Singapore - preschools, primary, secondary, special education, international schools, junior colleges/centralised institute and institutes of higher learning (ITEs, polytechnics and universities). Communication includes e-mailing, cold calling, face-to-face presentation to schools and organisations.• Coceptualised, developed and managed marketing tools with students, educators and sponsors in mind such as advertisements, educational booklets, electronic direct mailers, website, event booths, talks, workshops, launches, presentation ceremonies and school visits.• Developed and delivered reports, proposals, requirements documentation, presentations, post mortems and data monitoring system.• Refined and developed participants database system and 3 online environmental audit protocols/questionnaires for the different school categories.• Recruited and trained facilitators, students, teachers and members of the public to lead water learning trails across 10 waterways.• Proactively managed the changes in project scope, identified potential crisis, and devised contingency plans.• Minimised environmental impact as much as possible in all initiatives.
Kim So education
Diploma In Personal Financial Planning, Financial Planning And Services
Chfc/S, Finance And Financial Management Services
Bachelor Of International Hotel And Tourism Management, Event Management
Diploma In Hospitality & Resort Management, Hospitality And Resort
Frequently asked questions about Kim So
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What company does Kim So work for?
Kim So works for Thinkers Alliance.
What is Kim So's role at Thinkers Alliance?
Kim So is listed as Financial Planning Analyst at Thinkers Alliance.
Where is Kim So based?
Kim So is based in Singapore while working with Thinkers Alliance.
What companies has Kim So worked for?
Kim So has worked for Thinkers Alliance, Manulife Financial Advisers Pte Ltd, Prudential Assurance Company Singapore, Pico Art International Pte Ltd, and Peter Knipp Holdings Pte Ltd.
How can I contact Kim So?
You can use AeroLeads to view verified contact signals for Kim So at Thinkers Alliance, including work email, phone, and LinkedIn data when available.
What schools did Kim So attend?
Kim So holds Diploma In Personal Financial Planning, Financial Planning And Services from Singapore College Of Insurance.
What skills is Kim So known for?
Kim So is listed with skills including Event Management, Event Planning, Marketing Communications, Hospitality, Social Media Marketing, Social Media, Customer Service, and Project Management.
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