Private Wealth Consultant
CurrentCareer milestones• Attained 400% of KPI within first five months in the industry, clinching the top Rookie award in the no.1 group in Prudential SG• Subsequently, achieved 180% growth in production and awarded President’s Club qualifier (Top 20 Financial Consultants in the whole of Singapore)• Multiple Million Dollar Round Table Qualifier, representing the top 0.05 percent in the industry• Promoted to Financial Services Manager, led a team of consultants with a niche in mass affluent, HNW and expatriate market• Featured on Yahoo! Finance and Prout as a subject matter expert• Invited as a guest speaker for 3 mega Prudential seminars (MY, PH, SG) to share industry best practices, where I advocated for the importance of effective communication through story telling/concept selling for life insuranceManagement experience • Led a team of six Financial Consultants (FCs) focusing on International Business and Mass Affluent market, achieving Starclub, Quality club and Fasttrack within the first year.• Partner with leaders in the organisation to customise a training program aimed at ensuring the success of new Financial Consultants (FCs) based on prevalent market trends• Develop skills framework in order to facilitate skills recognition and support the design of training programmes for skills and career development• Conduct learning needs analysis to identify development opportunities and propose strategic solution to close learning gaps of FCs and support business goals set by leaders• Evaluate effectiveness of training program while implementing improvements based on feedback from FCs in order to ensure curriculum remains meaningful and relevant • Actively involved in the systematic on-boarding process and training of new FCs by conducting rookie insurance crash course for new FCs on a quarterly basis • Act as a mentor for aspiring MDRT qualifiers, coaching them to achieve their career aspirations