Choo Som Boon
Senior Financial Consultant
Toa Payoh
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
14
14
years of post-secondary education
2
2
Languages
Work History
Senior Financial Consultant
Great Eastern
01.2021 - Current
- Developed customized training programs for junior consultants to enhance their knowledge of industry best practices.
- Established strong relationships with key stakeholders, fostering long-term partnerships and repeat business.
- Increased client satisfaction by providing expert financial advice and personalized investment strategies.
- Identified underperforming assets within client portfolios, recommending timely adjustments that improved returns on investment.
Financial Advisor
Manulife Financial
11.2019 - 01.2021
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
Personal Banker
UOB Bank
02.2019 - 08.2019
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
Education
Elementary -
Hougang Primary School
High School Diploma -
Hougang Secondary School, Singapore
Singapore 04.2001 - 04.2015
Nanyang Polytechnic
Singapore 04.2001 -
Skills
C Programming
Java Programming
Visual Basic
Data & Network Communication
Photoshop skills
Proficient in Microsoft words, excel, PowerPoint, Dreamweaver, Illustrastor
Cash Flow Management
Client Relations
Accomplishments
- Good Progress Award (2013)
- Eagles Award (2013)
Age
23
Marital Status
Single
Ic No
S9432583H
Emergency Contact
Mr Chow Sau Yin, Guardian, 170 Lor 1 Toa Payoh, Singapore, S310170, 93395818
Photo
Insert Your Photo Here
Personal Information
- Date of Birth: 09/07/94
- Gender: Male
- Nationality: Singaporean
Timeline
Senior Financial Consultant
Great Eastern
01.2021 - Current
Financial Advisor
Manulife Financial
11.2019 - 01.2021
Personal Banker
UOB Bank
02.2019 - 08.2019
High School Diploma -
Hougang Secondary School, Singapore
04.2001 - 04.2015
Nanyang Polytechnic
04.2001 -
Elementary -
Hougang Primary School