Peiying Sim Email & Phone Number

I am always energetic and eager to learn new skills and knowledge. I am perfect at accomplishing a task with structure time management. I have experience in working as a team or an individual. My working hours are well-being flexible as I can work on weekends and overtime. I am always motivated to have a brainstorming before planning my daily workload and innovative to launch new ideas. I like to organise and manage things with a scheduled time as a reference that I can finish things on time to prevent procrastination and even forgetting to do. One of my strengths is communication. I can communicate with new friends easily and thus building strong relationships with people. Employs excellent communication skills and displays commitment to top-quality customer service.During high school, I had joined St. John Ambulance Malaysia as my extracurriculars. I had served the public for 500 plus hours that volunteering in being a medical centre rescuer in numerous running events. Young professional currently pursuing a Bachelor of Economic in Finance. Interested in positions that involve analytics, creativity, business, and customer interactions.

• 

  Financial Planning Advisor

  Great Eastern

  Feb 2021 - Apr 2021 - 马来西亚 吉隆坡

  • Developed clients' financial plans and product recommendations to support long-range goals.• Delivered high-quality financial planning support to retain clients and boost referrals.• Prepared financial plans for clients involving asset allocation, retirement planning, andestate planning.• Disbursed funds from client accounts to meet financial obligations and resolve creditissues.• Provided in-person and phone consultations to analyze and manage clients' assets… Show more • Developed clients' financial plans and product recommendations to support long-range goals.• Delivered high-quality financial planning support to retain clients and boost referrals.• Prepared financial plans for clients involving asset allocation, retirement planning, andestate planning.• Disbursed funds from client accounts to meet financial obligations and resolve creditissues.• Provided in-person and phone consultations to analyze and manage clients' assets andliabilities to enhance net worth.• Advised client-facing professionals in areas such as investments, tax laws, andinsurance planning requirements to improve service for high net worth individuals. Show less