MDRT Qualifier 2024Certified High Net Worth Adviser IBF Advanced

https://www.ptxponentialgrowth.com.sgBusiness Strategies Coaching NLP PractitionerPersonal Development

https://www.archtur.com.sgArchitectural Feasibility Studies, Design and Consultancy Interior Designs and Consultancy

www.prudential.com.sg/FC-info

- Establish a client centric, professional and holistic financial planning for clients from all walks of life through a needs based analysis, including insurance coverage, savings plan, as well as investments - Raise awareness and advocacy in the importance of early and sufficient financial planning - Update clients on trends in the healthcare and financial industry, and implications to their daily lives- Conduct a yearly review with all clients to assess their needs, and to provide clients with information that is beneficial. - Build an all rounded relationship with my clients grounded on care, and understanding to their life circumstances and existing needs.

- Review and evaluate existing volunteer recruitment platforms, internal and external processes and strategies through the concept of theory of change, and deriving clear impact measurement indicators- Assess budget needs in various services in the organisation, and work as a team to organise online fundraising campaigns, fundraising events as well as conducting advocacy talks to strong partners of AWWA - Kickstart two key online projects; E-Card greetings and regular email updates as well as the organisation's Facebook platform, to engage our external stakeholders, as well as increase public awareness of the organization's cause - Kickstart the pilot of the organization's Youth Volunteer Engagement and Leadership Programme, with the objective of drawing the new generation of advocates for the less advantaged. - Assess risks for each volunteering role, and potential ways to mitigate risks to the organization, volunteers, and clients to a minimum.

- Performed legal research and analysis to assess the statutory, regulatory and case law, attended court and studies the work of a lawyer, both in and out of court, as well as corporate secretarial practice- Improved skills needed to work on files and research as well as other administrative tasks