Summary
Overview
Work History
Education
Skills
Certification
Quote
Timeline
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Angelique Shan

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

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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

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Angelique ShanFinancial Consultant