Joel Sim Email & Phone Number

Singapore

• SEMINARS & WORKSHOPS*
• Invited Speaker at Traders Fair & Gala Night organized by FinExpo at Marina Bay Sands
• Invited Speaker at Seedly Mega Personal Finance Festival 2019 (1200 pax)
• Invited Speaker at AlgoMerchant
• Invited Speaker at DBSNAV
• Breakout Session Leader at Yale-NUS Women in Finance Conference

Singapore

• Entrepreneurship Lead: Coordinate various entrepreneurship events and activities to enhance student learning experiences outside the classroom. Collaborate with the Office of Entrepreneurship Development on new.
• Entrepreneurship Immersion Programme: Business coach to two teams of students, guiding them through the processes of idea generation, prototyping, and monitoring their progress. Facilitate their journey towards.
• Advisor for Youth Entrepreneurship & co-op Interest Group: Guide the group executive committee in planning their work, reviewing business proposals and marketing collaterals. Arrange industry talks, business case.
• Module Chair B003 - Launching your Start-up (AY23S1) and Co- Module Chair for B101 - Entrepreneurship (AY22S2): Head the planning and delivery of module content, ensuring it aligns with learning objectives and industry.
• Industry Immersion Programme Lead: Oversee the execution and quality control of job postings on the Internship Placement System. Serve as a liaison between industry partners and the school for any internship inquiries..
• Module Chair B334 - Social Entrepreneurship Practicum: responsible for sourcing industry-relevant projects for final-year students.

Singapore

• Internship Coordinator for Nitec in Business Services course – secured 50% of 626 industry places with 81 companies in year 2020 during COVID-19 period for first Enhanced Industry Attachment (EIA) Programme, created.
• Developed Certificate of Competency course – Flexipreneur for a Gig Economy, for adult learning and implemented as part of SGUnited Skills Programme (Train & Place)
• Chief Module Coordinator across 3 ITE colleges for the curriculum development of Sales Techniques & Engagement trade module
• Awarded with ITE Wow Service Commendation in 2021 for wowing a Train & Place course participant as one who loves to teach, is able to engage students and makes learning simple and fun
• Design curriculum, plan and deliver lessons for both pre-employment training (PET) and continuing education and training (CET), including setting of assignments, assessments and moderation of results
• Develop and lead collaborative projects with inter-department colleagues and industry

Achieved Dual-Licenses as both Trading Representative & Financial Advisory Consultant

Singapore

• Meticulous and client centric to develop excellent client relations - including financial institutions, boutique funds, corporations, high-net-worth and professionals
• Strong communication skills to present to clients on an individual or in a seminar capacity, to update them on the market, companies and industries
• Well-versed in a range of financial products such as equities, bonds, unit trusts, contracts for difference, exchange traded funds and regular savings plan
• Well-versed in fundamental and technical analysis on stocks
• Analytical mindset to see how current events will affect the market and clients’ portfolio
• Manage clients’ risk exposure and execution of local and regional financial markets

Singapore

• Conduct Know Your Client (KYC) requirements for new clients.
• Develop and maintain long-term relationships with individual and corporate clients by providing excellent customer service with successive follow-up reviews
• Provide financial advisory and planning services to clients with regards to wealth accumulation / protection, education savings, insurance, retirement and regular savings plans
• Work closely with clients to conceptualize, develop strategies and provide financial service solutions to achieve client’s financial goals
• Keep up to date with market development, investment products and other areas that can affect the market