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.
-
Financial Planning AnalystThinkers AllianceSingapore -
Financial Planning AnalystThinkers Alliance May 2021 - PresentSingapore, Singapore -
Financial PlannerManulife Financial Advisers Pte Ltd May 2021 - PresentSingapore -
Senior Premier Financial ConsultantPrudential Assurance Company Singapore Jan 2019 - Jul 2021SingaporeAwards 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 AdvisorPrudential Assurance Company Singapore May 2017 - Jul 2021Singapore -
Account ExecutivePico Art International Pte Ltd Jan 2016 - Mar 2017Singapore -
Event ManagerPeter Knipp Holdings Pte Ltd Oct 2014 - May 2015Singapore1) 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.
-
ExecutiveSingapore Environment Council (Sec) May 2013 - Aug 2014Executive (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 Skills
Kim So Education Details
-
Singapore College Of InsuranceFinancial Planning And Services -
Singapore College Of InsuranceFinance And Financial Management Services -
Event Management -
Hospitality And Resort
Frequently Asked Questions about Kim So
What company does Kim So work for?
Kim So works for Thinkers Alliance
What is Kim So's role at the current company?
Kim So's current role is Financial Planning Analyst.
What schools did Kim So attend?
Kim So attended Singapore College Of Insurance, Singapore College Of Insurance, The University Of Queensland, Nanyang Polytechnic.
What are some of Kim So's interests?
Kim So has interest in Science And Technology, Environment, Economic Empowerment, Health.
What skills is Kim So known for?
Kim So has skills like Event Management, Event Planning, Marketing Communications, Hospitality, Social Media Marketing, Social Media, Customer Service, Project Management, Public Relations, Strategic Planning, Marketing Strategy, Budgets.
Not the Kim So you were looking for?
-
Kimberly So
Singapore
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial