Alex Kok Yung Pau
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
3
3
years of professional experience
Work History
Financial Advisor
AIA
04.2021 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Education
BBA - Banking And Finance
Curtin Singapore
Singapore11.2020
Skills
- Mutual funds
- Insurance decisions
- Client Relations
- Trend analysis expertise
- Business Development
- Relationship building and management
- Insurance sales
- Cash Flow analysis
- Sales and Marketing
- Lead Generation
- Critical Thinking
- Sales process
- Networking
- Sales strategy development
- Prospecting
- Relationship selling
- Sales Presentations
Languages
English
Advanced (C1)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Malay
Upper intermediate (B2)
Timeline
Financial Advisor
AIA
04.2021 - Current
BBA - Banking And Finance
Curtin Singapore
Similar Profiles
YUXIANG BAIYUXIANG BAI
Data Analyst Internship at AIAData Analyst Internship at AIA
Xiangtian MENGXiangtian MENG
Wealth Management Intern at AIAWealth Management Intern at AIA
Erika OchoaErika Ochoa
Front Office Receptionist at AIAFront Office Receptionist at AIA