Chloe Yap
Financial Planner
Summary
To obtain a highly competitive professional position where I can effectively utilize prior knowledge and experience while gaining further insights and expertise in the business field.
Overview
8
8
years of professional experience
4
4
Languages
Work History
Financial Planner
HSBC Life (Singapore) Pte Ltd
11.2023 - 03.2024
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
- Advised clients on investments, retirement and estate planning.
- Negotiated competitive insurance policies on behalf of clients, securing optimal coverage at favorable rates.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
Senior Officer
UOB Bank
09.2019 - 07.2023
- Maintained friendly and professional customer interactions in branch
- Worked flexible hours across night, weekend, and holiday shifts.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Assisted customers with banking inquiries while cross sold suitable products according to customer's needs.
Cabin Crew Member
Scoot Tigerair
05.2017 - 04.2019
- Carried out in flight safety and security procedures of more than 2000 flying hours in both fleets Boeing 787 Dreamliner and Airbus A320.
- Collaborated with fellow crew members to deliver a seamless flight experience for passengers, ensuring timely departure and arrival.
- Managed challenging situations calmly and professionally, such as handling unruly passengers or addressing flight delays.
- Promoted airline loyalty programs and onboard sales, boosting revenue through upselling products and services.
Assistant Purchaser
ED Zublin AG
09.2016 - 03.2017
- Monitored incoming orders and tracked progress to meet deadlines.
- Managed and maintained purchase orders and invoices.
- Maintained complete documentation and records of all purchasing activities.
- Assisted in preparing detailed purchase orders, verifying accuracy before submission for approval.
Education
Bachelor of Science - Marketing
Southern New Hampshire University
Singapore 04.2001 -
Skills
Microsoft Suite
Social Media Sites
Adobe Illustrator
FACT ERPNG
Driving License Class 3
Capital Markets and Financial Advisory Services (CMFAS)
Timeline
Financial Planner
HSBC Life (Singapore) Pte Ltd
11.2023 - 03.2024
Senior Officer
UOB Bank
09.2019 - 07.2023
Cabin Crew Member
Scoot Tigerair
05.2017 - 04.2019
Assistant Purchaser
ED Zublin AG
09.2016 - 03.2017
Bachelor of Science - Marketing
Southern New Hampshire University
04.2001 -