Angelique Shan
Financial Consultant
Singapore
Summary
Enthusiastic financial advisor eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of wealth protection and accumulation and training in rules and regulations for Financial Advisory Services. Motivated to learn, grow and excel in Financial Industry.
Overview
2
2
Languages
1
1
Certification
7
7
years of post-secondary education
6
6
years of professional experience
Work History
Financial Consultant
AIA
Singapore, State/Province
01.2021 - Current
- Assess clients’ financial situation to develop strategies to help client meet their financial goals.
- Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
- Provide advice on insurance to help companies and individuals plan for their financial futures.
- Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
English Language Tutor
Inhome Eduhub
Singapore, State/Province
11.2019 - 11.2020
- Prepared students for English language standardized testing by providing strategies to overcome test anxiety and enhance academic capabilities.
- Tutored students to develop deeper comprehension of English course materials and better understanding of assignments to improve academic success.
- Held meetings with parents and guardians each grading period to discuss students' progress and respond to concerns.
Personal Assistant to the Managing Director
Tony K Siddique and Associates
Singapore, State/Province
10.2017 - 10.2019
- Entrusted to handle confidential and sensitive situations in professional matter.
- Managed large range of services including pet care, phone screening, shopping and bill paying to provide clients with premium family time.
- Utilized personal and professional networks to identify, acquire and manage new clients.
Shipping Assistant
Pacific International Lines
Singapore, State/Province
07.2017 - 10.2017
- Monitored scheduled shipment dates to achieve timely delivery, expediting as necessary and communicating variances to customers.
- Received incoming shipments, compared contents against associated records and transmitted to proper department.
Sales and Marketing Administrator
Marina at Keppel Bay
Singapore, State/Province
08.2014 - 06.2017
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
- Collaborated with internal teams and suppliers to evaluate costs against expected market price points and set structures to achieve profit targets.
- Performed competitive analyses and adjusted sales and marketing strategies accordingly.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
Education
Bachelor of Science - Logistics And Supply Chain Management
Singapore University of Social Sciences
Singapore 06.2016 - 09.2020
Diploma - Maritime Business
Singapore Polytechnic
Singapore 03.2011 - 05.2014
Skills
Financial Advisory
Risk Management
Relationship Management
Project Management
Wealth Management
Certification
Licensed Financial Consultant - [Since Jan 2021]
Quote
Be the change you want to see in the world.
Mahatma Gandhi
Timeline
Financial Consultant
AIA
01.2021 - Current
English Language Tutor
Inhome Eduhub
11.2019 - 11.2020
Personal Assistant to the Managing Director
Tony K Siddique and Associates
10.2017 - 10.2019
Shipping Assistant
Pacific International Lines
07.2017 - 10.2017
Bachelor of Science - Logistics And Supply Chain Management
Singapore University of Social Sciences
06.2016 - 09.2020
Sales and Marketing Administrator
Marina at Keppel Bay
08.2014 - 06.2017
Diploma - Maritime Business
Singapore Polytechnic
03.2011 - 05.2014