Benjamin Yuen Jian Ming
Summary
Results-driven Investment Specialist with over 8 years of experience in portfolio management, portfolio analysis, and financial advisory. Proven expertise in developing tailored investment strategies to optimize client portfolios and enhance financial performance. Strong analytical skills combined with a deep understanding of market trends and risk management principles. Adept at building and maintaining client relationships, providing comprehensive financial education, and delivering exceptional service. Committed to leveraging market insights and a strategic approach to drive growth and maximize returns for clients.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Investment Specialist
HSBC
03.2024 - Current
- Provide customers with periodic market update and portfolio review.
- Mainly focusing on Structured investments, Fixed income, Mutual funds and FX
- Cross sell leveraged solutions for enhanced returns
- Educated clients on potential risks and rewards associated with various investments.
- Managed a team of more than 20 RMs.
- Conduct training and lesson plans for RMs.
Client Advisor
UOB Privilege Banking
04.2020 - 02.2024
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Educated clients on potential risks and rewards associated with various investments.
- Implemented exit strategies for clients to transition out of investments.
Wealth Banker
UOB Wealth Banking
01.2018 - 03.2020
Senior Personal Banker (Manager)
UOB Personal Banking
01.2018 - 09.2018
Personal Banker (Senior Officer)
UOB Personal Banking
04.2017 - 12.2017
Personal Banking Associate
UOB Personal Banking
09.2016 - 03.2017
Education
Bachelor of Business - Economics & Finance
Royal Melbourne Institute of Technology (SIM)
01-2016
Diploma - Real Estate Business
Ngee Ann Polytechnic
St. Andrews Secondary School
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St. Andrews Primary School
Skills
- In-depth understanding of various financial instruments, including Structured Investments, Fixed Income, mutual funds, and other investment vehicles
- Staying informed about financial markets, industry trends, and economic developments
- Ability to interpret and apply market research to investment decisions
- Capability to explain complex information simply and clearly
- Expertise in constructing and managing investment portfolios
- Skillful in diversification and asset allocation strategies
- Negotiation and influencing skills, as well as determination and tenacity
- Excellent communication, interpersonal, and listening skills
Certification
HI (Health Insurance)
M1B (Life Insurance and Annuities Basics)
M5 (Insurance Law)
M9 (Insurance and Risk Management)
AWARDS
TOP HSBC AMSG SPECIALIST
- 2024 Q2
Investment Champion
- 2017 Q3 Q4
- 2018 Q1 Q2 Q4
- 2019 Q1 Q3- 2020 Q4
- 2021 Full year
- 2022 Q1 Q2- 2023 Q1 Q2
Insurance Achievers Club
- 2019 Q1 Q2 Q3
- 2018 Full Year- 2020 Q4
- 2022 Q1Top wealth banker
- 2019 Q3Top Personal Banker
- 2018 Q1
Timeline
Investment Specialist
HSBC
03.2024 - Current
Client Advisor
UOB Privilege Banking
04.2020 - 02.2024
Wealth Banker
UOB Wealth Banking
01.2018 - 03.2020
Senior Personal Banker (Manager)
UOB Personal Banking
01.2018 - 09.2018
Personal Banker (Senior Officer)
UOB Personal Banking
04.2017 - 12.2017
Personal Banking Associate
UOB Personal Banking
09.2016 - 03.2017
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St. Andrews Primary School
Bachelor of Business - Economics & Finance
Royal Melbourne Institute of Technology (SIM)
Diploma - Real Estate Business
Ngee Ann Polytechnic
St. Andrews Secondary School
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