Colin Yeo Email & Phone Number

Singapore

Singapore

Singapore, Singapore, Sg

Reporting to Product and Service Provider Advisory, responsibilities include designing and conducting social engineering testing programs to enhance employee awareness of phishing threats and raising phishing awareness across the organization. Additionally, exposure to various team functions within the department encompasses cybersmart program, third-party risk management review and due diligence, risk assessment reviews, key risk sampling, gap analysis, and various ad hoc requests.Key Achievements:• Designed, executed, and successfully completed two group-wide phishing campaigns and one targeted phishing campaign, refining the reliability of data points used and significantly improving efficiency across various milestones of the exercises, leading to enhanced standard operating procedures (SOPs).• Developed multiple MS Excel macros to substantially reduce the time required for data slicing and dashboard consolidation for departmental use.• Resolved previous issues related to the Risk Awareness templates, improving usability for the department.• Drafted GISDRM’s data and infrastructure roadmap for 2024–2026.

Singapore, Singapore, Sg

Acted as the de facto deputy to the Head of Digital Transformation, focusing on developing and implementing digital initiatives to enhance existing processes. Collaborated with internal teams and project vendors to manage system initiatives and changes while coaching stakeholders to support digital change management. Responsibilities included design, development, testing, delivery, training, stakeholder management, advisory, communications, and various ad hoc requests from the senior management team.Key Achievements:• Progressed from Analyst to AVP in 17 months, demonstrating adaptability and leadership.• Guided junior team members and supported cross-departmental colleagues, providing mentorship and fostering skill development, enhancing overall team performance.• Delivered strong performance in the new role while effectively supporting the previous team.• Managed change management signoffs, ensuring alignment among stakeholders and securing necessary approvals for project implementations, facilitating smooth transitions.• Drove the development of an upgraded Sales Advisory Tool (eFNA), creating comprehensive product resources and pre-transaction compliance indicators within. Authored business and compliance requirements, crafted user stories, and designed solutions to meet audit needs. Developed training guides and delivered coaching, providing post-launch support that significantly improved sales force efficiency and compliance adherence.• Played a pivotal role in developing and launching a comprehensive product comparison tool. This tool enables sales representatives to make informed product recommendations, streamlines financial planning solutions, and serves as a central knowledge library. • Played a crucial role in launching a Salesforce Leads Management tool, enhancing lead management efficiency.• Instituted proactive and reactive solutions within the eFNA tool bi-monthly, successfully reducing pre-transaction check audit flags with each update.

Singapore, Singapore, Sg

Singapore, Singapore, Sg

Singapore, Singapore, Sg

Reported to the Head of Product and Solutions, overseeing Product Mapping through the Sales Advisory Tool (eFNA) and serving as the main contact for inquiries related to the Sales Advisory process. Conducted due diligence for onboarding new insurance products and pre-checked sales transactions involving Life Insurance, ILPs, and CIS products.Key Achievements:• Created and implemented summarised resources for the entire suite of products sold by the company into eFNA, enhancing effectiveness and knowledge for 700 sales representatives. • Leveraged previous experience and expertise to secure a new role focused on digital change management, contributing to the company's digital transformation efforts.

Singapore, Sg

Provided secretariat support, including the production of quarterly statistical reports, circulars, and handling public inquiries on insurance matters.Key Achievements:• Maintained LIA’s website and performed self-taught image editing, resulting in cost savings for the association.• Contributed to the development of LIA’s life insurance calculator, enhancing public access to financial tools.• Assisted in the comprehensive revamp of LIA’s website, improving user experience and functionality.• Managed and published LIA’s quarterly newsletters, reducing the need for external PR services.

Singapore, Singapore, Sg

Reported to the Head of Product Development, focused on market research and competitive analysis of life insurance products. Supported due diligence for onboarding new insurance and unit trust products.Key Achievements:• Created an internal insurance comparison compendium with up to 90 products, enhancing sales representatives' product knowledge and boosting productivity.• Acted as a Subject Matter Expert, providing guidance on system requirements, collaborating with IT and business teams, and executing User Acceptance Testing (UAT) for the digitalisation of the adviser’s platform.• Managed logistical support for events such as the Manulife FA Financial Clinic at INVEST Fair Singapore 2018, assisting the sales force in generating leads.

Singapore, Sg

Provided Financial and Insurance solutions and strategies to businesses and individual consumers.Key Achievements:• Earned the GELAC Achiever's Award 2016, placing in the top 20% of the sales force.• Coached and mentored junior colleagues on effective sales techniques and pitches.• Delivered prompt, high-quality support and service to clients, ensuring satisfaction and retention.

Singapore, Singapore, Sg

Singapore, Sg

Involved in programming projects. Awarded a distinction for internship.

Bachelor Of Business (Management), Management And Finance

Information Technology (Games Development)