Running enthusiast
Cheng Ye Jayden Yap
IT Specialist
1 St. George’s Road
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Ability to develop effective financial strategies with adaptable approach. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
2026
2026
years of professional experience
12
12
Certifications
Work History
IT Specialist
Hwayang Engineering Pte Ltd
08.2024 - Current
- Explained technical information in clear terms to promote better understanding for non-technical users.
- Established strong relationships with vendors, negotiating favorable contracts while maintaining high-quality products and services.
- Designed comprehensive IT policies to ensure compliance with industry regulations and best practices.
Wealth Banking Relationship Manager
UOB Bank
07.2023 - 06.2024
- Mentored junior team members, sharing best practices to enhance overall team performance and knowledge base.
- Leveraged data analytics tools for informed decision-making, enhancing client interactions, and driving improved results for junior team members
Senior Wealth Planning Manager
DBS Bank
03.2022 - 04.2023
- Strengthened relationships with clients through regular communication, updates, and personalized service.
- Developed comprehensive financial plans, addressing tax minimization, estate planning, and investment strategies.
- Assisted clients in creating succession plans that minimize taxes and preserve generational wealth transfer.
- Mentored junior wealth planners, contributing to their professional growth within the firm.
Financial Consultant
Prudential Assurance Company
6 2017 - 02.2022
- Educated clients on various financial matters and provided professional recommendations on beneficial and strategic investment opportunities, products and services based on each clients' individual needs.
- Assisted clients in making beneficial and strategic decisions regarding investments
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio at the same time
IT Specialist
Hwayang Engineering Pte Ltd
01.2020 - 02.2022
- Performed network system monitoring, verifying integrity and availability of hardware, server resources and systems
- Created support documentation that enabled user community to extend skills, leverage system features and find resolutions to questions without intervention from support team.
- Drafted and distributed training SOP for devices used by various employees.
IT Support & Service Desk Specialist (INTERNSHIP)
I-Net Solutions Singapore Pte Ltd
04.2014 - 02.2015
- Documented daily activities, behaviors and incidents for permanent record.
- Created help desk tickets, troubleshot and resolved desktop issues.
- Provided Tier 1 IT support to non-technical internal users through desk side support services.
Education
Bachelor of Business: Business Analytics -
Singapore University of Social Science
2028
Diploma in Information Technology - Information Technology
Temasek Polytechnic
04.2014
Skills
Financial Analysis
Financial & Sales Expertise
Wealth Management
Investment Advisory
Portfolio Management
Cross-Selling Products
Certification
M5 Certificate in Rules And Regulations For Financial Advisory Services
Interests
Accomplishments
Achieved Rising WOW as a rookie ( 25CC with > 200k APE ) per quarter
Timeline
CMFAS Module 6A Securities & Futures Product Knowledge
12-2024
CMFAS Module 6 Securities Products & Analysis
10-2024
IT Specialist
Hwayang Engineering Pte Ltd
08.2024 - Current
CMFAS Module 1B Rules & Regulations for Dealing in Securities
08-2023
Wealth Banking Relationship Manager
UOB Bank
07.2023 - 06.2024
Senior Wealth Planning Manager
DBS Bank
03.2022 - 04.2023
BCP Basic Insurance Concepts and Principles
02-2022
PGI Personal General Insurance
02-2022
Certificate in Financial Needs Analysis And Plan Construction
11-2020
IT Specialist
Hwayang Engineering Pte Ltd
01.2020 - 02.2022
M8 Certificate in Collective Investment
03-2018
M8A Certificate in Collective Investment Schemes II
03-2018
Hi Certificate in Health Insurance
07-2017
M5 Certificate in Rules And Regulations For Financial Advisory Services
05-2017
M9 Certificate in Life Insurance And Investment-Linked Policies
05-2017
M9A Certificate in Life Insurance And Investment-Linked Policies II
05-2017
IT Support & Service Desk Specialist (INTERNSHIP)
I-Net Solutions Singapore Pte Ltd
04.2014 - 02.2015
Financial Consultant
Prudential Assurance Company
6 2017 - 02.2022
Bachelor of Business: Business Analytics -
Singapore University of Social Science
Diploma in Information Technology - Information Technology
Temasek Polytechnic
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