Summary
Overview
Work History
Education
Skills
Hobbies
Languages
Timeline
Hi, I’m

CASPER PECK

CASPER PECK

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.


Reliable and upbeat sales executive successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising, payment processing and cleaning. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic.


Self-disciplined military officer with demonstrated success in leading tactical operations. Skilled in crisis management, personnel supervision and mission execution with mastery of advanced weapons systems and equipment. Strong emotional intelligence and committed to successfully handling stress in high-pressure situations.

Overview

11
years of professional experience

Work History

AIA SINGAPORE PTE LTD

Financial Advisor
09.2019 - 09.2023

Job overview

  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Researched and evaluated potential investment products for clients.
  • Achieved MDRT in the first year.

MINDEF SINGAPORE

Platoon Commander - Lieutenant
06.2016 - 08.2019

Job overview

    • Trained, supervised and organized over 500 soldiers and personnel.
    • Maintained health, welfare and combat readiness of personnel within platoon.
    • Conducted personal and professional counseling, routine inspections and physical fitness tests.
    • Enforced technical and tactical training standards to accomplish unit mission objectives.
    • Implemented necessary safety practices, proper firing commands and proper ammunition handling.
    • Led team in developing strategic plans to meet operational objectives.
    • Prepared and delivered investigative reports and briefings.
    • Devised and implemented battle plans to achieve tactical objectives.

DH SUNGLASS SINGAPORE

Sales Associate
04.2013 - 06.2015

Job overview

  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Rotated stock and restocked shelves to maintain product availability and store appearance.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.

TOPMAN SINGAPORE

Fashion Coordinator
12.2012 - 04.2013

Job overview

  • Partnered with leadership team to support asset protection knowledge and awareness.
  • Participated in market product walk-throughs to gain understanding of season product assortment.
  • Managed fashion responsibilities for on-figure, still life and video shoots.
  • Assisted in organizing style-outs, fittings and looks process with internal and outside stylist.
  • Worked on sales floor before, during and after store hours and modeled customer service behaviors for staff.

Education

SINGAPORE POLYTECHNIC
SINGAPORE

High School Diploma
04.2015

University Overview

DIPLOMA IN COMPUTER ENGINEERING

Skills

  • Business Development
  • Managing Wealth
  • Retirement Needs
  • Equity and Debt
  • Sales Expertise
  • Financial Knowledge
  • Stock Market Understanding
  • Skill-Building Strategies
  • Client Rapport-Building
  • Sales Presentation
  • Public Speaking
  • Persuasive Selling
  • Creating Lessons
  • Assess Cadets
  • Operational Efficiency

Hobbies

Hobbies

I am a sports enthusiast with a passion for basketball, badminton, and go-karting, fostering physical fitness and a competitive spirit.

My creative outlet is through DJ-ing, showcasing an ability to curate and mix music. I am also a music aficionado, finding relaxation and inspiration through listening to various genres.

Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)

Timeline

Financial Advisor
AIA SINGAPORE PTE LTD
09.2019 - 09.2023
Platoon Commander - Lieutenant
MINDEF SINGAPORE
06.2016 - 08.2019
Sales Associate
DH SUNGLASS SINGAPORE
04.2013 - 06.2015
Fashion Coordinator
TOPMAN SINGAPORE
12.2012 - 04.2013
SINGAPORE POLYTECHNIC
High School Diploma
CASPER PECK