Independent Financial AdvisorInvestment & Retirement Specialist Comprehensive Insurance & Legacy Planning
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Client AdvisorCornerstone Aug 2023 - PresentSingaporeIndependent Financial Advisory. Advising on personal financial planning and corporate risk management such as property & casualty, financial lines, workplace compensation and employee benefits. -
Premier ConsultantAia Singapore Nov 2019 - Jul 2023SingaporeHNW Family office specialist, providing wealth management advisory services through Insurance, investment, retirement and Legacy. -
Securities Transfer & Custody, AnalystCredit Suisse Dec 2015 - Oct 2019SingaporeExecuting securities transfer requests by clients/front office. Regular interaction with securities custodians and counterparts in local and overseas markets to ensure seamless transaction. Handling of equities, bonds and funds transfer requests by clients in major financial markets. Collaborating with various stakeholders to ensure documentations are in order for all transactions.Experienced in market requirements and regulations and using tools such as Temenos (T24), Radius, Financial Messaging Platform (FMP) and SWIFT to execute security transactions. Experienced in monitoring of securities transfers using Radius to ensure transaction goes through and also able to identify and tackle potential issues that may prevent any transactions from getting matched and processed. -
Solutions Development, Project InternCiti May 2014 - Aug 2014Changi Business Park, SingaporeDept of Global Command Centre SingaporeCreated and developed a computer tracking system consisting of, due to heavy restrictions on allowed software, Microsoft Office applications (VBA) and batch programming which successfully reduced human effort and time taken by at least 99.5% when compared to previous methods.Led in a team of three to create, develop and implement a task management system, with the ability to connect to any user account in the institution, using only Microsoft Office applications (VBA), where the results can be exported into a readable format which will be used for annual performance evaluations.
🧑🏻💻Terran Ng, Ibfq Education Details
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Engineering Systems & Design (Financial Services) -
Diploma In Aerospace Systems & Management
Frequently Asked Questions about 🧑🏻💻Terran Ng, Ibfq
What company does 🧑🏻💻Terran Ng, Ibfq work for?
🧑🏻💻Terran Ng, Ibfq works for Cornerstone
What is 🧑🏻💻Terran Ng, Ibfq's role at the current company?
🧑🏻💻Terran Ng, Ibfq's current role is Client Advisor, IBFQ.
What schools did 🧑🏻💻Terran Ng, Ibfq attend?
🧑🏻💻Terran Ng, Ibfq attended Singapore University Of Technology And Design (Sutd), Nanyang Polytechnic.
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