Tan Y. Email & Phone Number

Singapore

Singapore

• Conduct comprehensive financial analysis for clients, evaluating their current financial status, goals, and risk tolerance.
• Develop personalized financial plans that align with clients' objectives, taking into account their income, expenses, assets, and liabilities.
• Provide recommendations on investment strategies, asset allocation, and portfolio diversification based on clients' risk profiles and financial goals.

Singapore

• Assist with making phone calls to members of public to explain on relevant healthcare schemes
• Attend to general enquiries related to MediShield Life and CareShield Life
• Other ad hoc administrative duties (e.g. scanning of application forms) as required

Singapore

Income Protection & Wealth Accumulation - Top 16 Rookies in Prudential (as of April 2023)- Top 3 Consultant (January, August 2023) - Top Consultant (July 2023)- Top Rookie (January & July 2023)- Top 3 Rookie (March, April, August 2023)

Singapore

• HCDT Business Operations
• Responsible for the operational support for HCDT Diagnostics by effectively engaging and handling queries from Associate Consultants, HCDT participating companies as well as collaborative agencies
• Coordinating the assignments and support IHRP Associate Consultants and HCDT participating companies on the implementation of Human Capital Perception Survey
• Monitoring of service standards of IHRP Associate Consultants and system vendor
• Responsible for all regular and adhoc reporting to external stakeholders, internal management and sector agencies, licensed partners, etc
• Provide administrative and data management support for surveys and reports gathering

Singapore

• Performing the due diligence on existing Clients; which involves document sourcing from public domain, and preparation of KYC information request
• Liaise with clients, business, front office, compliance, and operations team as part of the KYC process.
• Perform Risk assessment of the client based on the KYC documentation received
• Perform screening of clients through public record database; checks should also include negative news, PEP, sanctions etc.
• Identify and escalate all Negative news, PEP, Sanctions exposure to compliance team for sign-offWork independently and also collaborate with various KYC stakeholders

Singapore

• Corporate Banking / DBS BizCare. Employed by A-IT Software Services, seconded to DBS for a contract role.
• Preparation of test data as required to support effective testing on internal chatbot JOY and provide efficient and timely annotation for unknown utterances, false positive and new utterances
• Collaborate with tech and end users on issue resolution and provide suggestions on improving user experience and perform daily tasks with minimum errors and inaccuracies with limited supervision
• Assignments on ad-hoc basis for operational tasks, UAT testing, business support and customer experience and resolution related projects

Singapore

• Privilege Banking / Group Technology & Retail Operations
• Trained to handle incoming calls promptly by providing accurate and timely information, alternatives and solutions to banking customers on banking products and services. Respond to customer queries and concerns with.
• Converse in Mandarin and English to customers (HNWI clients) both locally and overseas. Follow up promptly with customers to resolve issues while ensuring highest standard of service delivery.
• Resolve customer complaints and problems to the satisfaction of the customer, and completes accurately the necessary documentation of complaints, issues, and subsequent solutions
• Perform after-call administration work. Ensure group compliance & control standards are observed and met in the execution of customers’ transaction requests.

Singapore

• Data mining from resume and job portals (i.e. Monster.com, JobsCentral)
• Review and select qualified candidates to arrange and confirm interview appointments ofcandidates with company managing directors
• Meet exceed weekly and daily targets for incentives and bonuses

Singapore

• Personal & Retail Banking
• Manage and maintains confidentiality of Bank’s customers and data. Use technology and system tools as directed and within established guidelines
• Digital customer support service team to waive credit card fees on CRM
• Ensure knowledge is up-to-date by participating in individual and team trainings, meetings, and reading the information posted in the Contact Centre’s knowledge management system
• Keep abreast with current issues in the banking environment and competitors’ innovation

Aliso Viejo, California, United States

• Managed undergraduate college admissions applications, essays, mailing, brochures, inquiries in person, over the phone, via mail
• Operated on Oracle and Slate for student and prospect data management

Aliso Viejo, California, United States

• Front-desk receptionist
• Tour guide for campus visitors

Raffles City, Singapore

• Partner at the busiest Starbucks outlet in Singapore
• Manned the store alone (one-man show) at 17 years old on graveyard shifts (working throughout the night to the morning)

Great World City, Singapore

• Trafaluc section
• Assisted customers with latest season items

Upper Thomson Road, Singapore

Served customers with food and made recommendations on preferred dishes

Admiralty, Singapore

Helped with groceries stock arrangement

Bachelor Of Arts - Ba, Liberal Arts And Sciences, General Studies And Humanities

Business & Professional French