Chee Hao Yi
Summary
Knowledgeable with proven background in financial analysis and strategy consulting. Successfully led clients to optimize financial performance. Demonstrated expertise in sales and overall insurance planning.
Experienced with financial planning, investment strategies, and client relations. Utilizes strategic thinking to provide tailored financial solutions. Strong understanding of market trends and risk management.
Looking for a corporate position in financial advisory to contribute to the overall growth through strategic propositions and effective channel management.
Overview
10
10
years of professional experience
Work History
Financial Consultant
Finexis Advisory
09.2023 - Current
- Provided ongoing support for clients experiencing financial challenges, offering guidance on financial services, companies product and services.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability.
Associate Manufacturing Engineer
Kulicke and Soffa
10.2021 - 04.2023
- Monitored equipment performance closely, scheduling routine maintenance checks and coordinating repairs when necessary.
- Improved manufacturing efficiency by streamlining processes and implementing best practices.
- Developed technical documentation, including standard operating procedures, work instructions, and engineering drawings to support manufacturing operations.
- Improved manufacturing efficiency by streamlining production processes and implementing lean methodologies.
- Identified problems and specific resolutions to fix defective, damaged, or malfunctioning parts, assemblies, equipment and systems.
Branch Based Financial Consultant
Axa Insurance
02.2020 - 06.2022
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Selling of AXA Products to clients and help them with their financial goals.
Engineering Associate (Internship)
ST Electronics
09.2014 - 02.2015
- Participated in continuous improvement initiatives, driving operational excellence throughout the organization.
- Provided technical support for engineering projects to support accuracy and deadline management.
- Reviewed technical drawings developed by CAD technicians and drafters.
- Created detailed reports on engineering activities and findings.
Education
Specialist Diploma - Financial Advisory
Temasek Polytechnic
Tampines03-2022
Diploma - Electrical Engineering
Ngee Ann Polytechnic
Clementi05-2016
O Levels - O Levels
Kent Ridge Secondary School
West Coast12-2011
Skills
1) Proficient in Microsoft Excel
2) Went for Process Safety Course
Timeline
Financial Consultant
Finexis Advisory
09.2023 - Current
Associate Manufacturing Engineer
Kulicke and Soffa
10.2021 - 04.2023
Branch Based Financial Consultant
Axa Insurance
02.2020 - 06.2022
Engineering Associate (Internship)
ST Electronics
09.2014 - 02.2015
Specialist Diploma - Financial Advisory
Temasek Polytechnic
Diploma - Electrical Engineering
Ngee Ann Polytechnic
O Levels - O Levels
Kent Ridge Secondary School
Similar Profiles
Tommy LimTommy Lim
Financial Consultant at finexis advisory Pte LtdFinancial Consultant at finexis advisory Pte Ltd
Xin Ye HoXin Ye Ho
Financial Consultant at Finexis Advisory Pte LtdFinancial Consultant at Finexis Advisory Pte Ltd
Zhi Yao ChongZhi Yao Chong
Financial Advisor at Finexis AdvisoryFinancial Advisor at Finexis Advisory