ALEX TAN
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.
Overview
4
4
years of professional experience
1
1
Certification
Work History
SENIOR PERSONAL FINANCIAL CONSULTANT
OCBC GROUP
02.2023 - Current
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
- Calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Analyzed clients' financial situations to offer products to improve standard of living.
Personal Financial Consultant
OCBC GROUP
02.2022 - 01.2023
- Top personal financial consultant in North Cluster (Sep)
- Promoted to senior with performance >100%
Catering Assistant
CATERING 2020 (FAMILY BUSINESS)
10.2020 - 09.2021
- Provided friendly, courteous service for guests.
- Delivered catered food and supplies to facility for on-time set-up.
- Organized kitchen stations to promote team efficiency.
RETAIL STOCK TRADER
FIAVEST SDN BHD (INTERN)
01.2020 - 03.2020
- Made fast decisions based on fluctuating market.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Monitored market trends and developed strategies to capitalize on potential opportunities.
Education
BACHELOR OF FINANCE (HONOURS) -
UNIVERSITI TUNKU ABDUL RAHMAN
MALAYSIA12.2019
Skills
- Comprehensive financial and wealth planning
- Networking and relationship management
- Advisory on banking solutions
- Cold calling
- Communication skill
Additional Information
Excellent Service Awards (EXSA)
CMFAS - M5, M9 & HI
Certification
English
Chinese
Malay
Dialect
Timeline
SENIOR PERSONAL FINANCIAL CONSULTANT
OCBC GROUP
02.2023 - Current
Personal Financial Consultant
OCBC GROUP
02.2022 - 01.2023
Catering Assistant
CATERING 2020 (FAMILY BUSINESS)
10.2020 - 09.2021
RETAIL STOCK TRADER
FIAVEST SDN BHD (INTERN)
01.2020 - 03.2020
BACHELOR OF FINANCE (HONOURS) -
UNIVERSITI TUNKU ABDUL RAHMAN
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