Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
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CHANG BING CHUEN

Senior Financial Consultant

Summary

Results-driven marketing and consulting professional with over 6 years of experience in delivering high-impact strategies across the insurance, tech, and B2B sales sectors. Proven track record of leading data-driven marketing initiatives, managing complex client relationships, and executing integrated campaigns that drive customer engagement, retention, and revenue growth. Adept at translating analytics into actionable insights, presenting to senior stakeholders, and aligning cross-functional teams to deliver measurable outcomes. Recognized for strategic thinking, strong interpersonal skills, and a consultative approach that consistently delivers business value. Awarded Million Dollar Round Table (MDRT) and Best Rookie of the Year for top-tier performance and innovation in client solutions.

Overview

7
7
years of professional experience
2019
2019
years of post-secondary education
2
2
Certifications
2
2
Languages

Work History

Senior Wealth Manager

AIA Singapore Pte Ltd
05.2019 - Current
  • Led strategic client initiatives to enhance engagement across the customer lifecycle, resulting in a 21% increase in client retention, by translating behavioral insights into actionable marketing strategies and touchpoint optimization.
  • Designed and executed data-driven lifecycle marketing campaigns using automation tools to drive personalized communications, increase engagement, and improve customer satisfaction metrics across segments.
  • Collaborated cross-functionally with marketing, product, and sales teams to roll out integrated customer engagement frameworks aligned with business objectives and client value propositions.
  • Presented insights and recommendations to internal stakeholders and clients, translating complex data into clear, actionable business strategies that improved decision-making and ROI.
  • Recognized as a Million Dollar Round Table Qualifier, placing in the top percentile globally for delivering high-impact, customized financial solutions and demonstrating advanced client consulting capabilities.
  • Received Best Rookie of the Year Award for exceeding sales targets by 128% in the first year, showcasing strong business development skills, strategic acumen, and the ability to quickly build meaningful B2B relationships.
  • Mentored junior team members, promoting knowledge transfer and strengthening delivery excellence across the consulting team.

Account Manager

Spectrum Audio Visual Pte Ltd
01.2019 - 03.2019
  • Strategic Account Development: Designed and executed customized account growth strategies aligned with client business goals, contributing to a 9% increase in revenue through improved solution positioning and value articulation.
  • Client-Centric Marketing Execution: Partnered with internal stakeholders across CRM, sales, and operations to deliver personalized, data-aligned solutions that resulted in a 19% uplift in client satisfaction, reinforcing long-term relationships.
  • Issue Resolution & Stakeholder Management: Led proactive engagement efforts that successfully resolved 89% of escalated client concerns, protecting high-value relationships and driving a 30% increase in retention.
  • Cross-Functional Collaboration: Worked closely with product and delivery teams to ensure alignment between client expectations and service outcomes—translating customer insights into actionable improvements.

Business Development Executive (Sales)

U-Save F & B Equipment Pte Ltd
06.2018 - 01.2019
  • Developed and implemented data-driven go-to-market strategies, setting performance objectives for both revenue growth and client retention—resulting in a 33% improvement in team performance and consistent achievement of quarterly goals.
  • Led sales engagements and coached team members, applying consultative selling techniques to uncover client needs and tailor solutions accordingly—exceeding monthly sales targets by an average of 13%.
  • Leveraged market insights and customer feedback to refine product positioning and support business development planning, contributing to long-term strategic growth.
  • Collaborated cross-functionally with operations and marketing teams to enhance customer engagement strategies and strengthen brand value in a competitive market.

Education

Bachelor of Science - Aviation Business Administration

Embry Riddle Aeronautical University
Singapore
01.2018

Skills

  • Data‑Driven Marketing Strategy & Campaign Execution

  • B2B Client Management & Stakeholder Engagement

  • Project & Workstream Leadership

  • Persuasive Presentations & Executive Reporting

  • Coaching & Mentoring Junior Team Members

  • Advanced Excel, PowerPoint, and Data Visualization

  • Cross‑Functional Collaboration with Product, Marketing & Sales

Certification

IBF Certified Level 2, Able to demonstrate applied knowledge and advanced analytical skills for specialist or supervisory functions.

Personal Information

  • Date of Birth: 03/22/94
  • Nationality: Singapore

Timeline

Senior Wealth Manager

AIA Singapore Pte Ltd
05.2019 - Current

Account Manager

Spectrum Audio Visual Pte Ltd
01.2019 - 03.2019

Business Development Executive (Sales)

U-Save F & B Equipment Pte Ltd
06.2018 - 01.2019

Bachelor of Science - Aviation Business Administration

Embry Riddle Aeronautical University

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CHANG BING CHUENSenior Financial Consultant