Lenin Chua
Summary
Experienced leader with more than 15 years in the financial industry, delivering financial/investment advisory services to mid and high value clients. Proven success in managing comprehensive portfolios, driving profitability, and increasing ROI through skillful strategic planning, fine-tuned consulting, and financial advisory services.. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills.
Overview
17
17
years of professional experience
Work History
Senior Director
Great Eastern Financial Advisers
05.2006 - 04.2023
- Portfolio Management: Deliver financial advice to clients, proposing strategies to achieve short and long term objectives for investments, insurance, business, retirement and estate planning. Develop, review and optimize investment portfolios by serving 300 mid and high value clients and over $50M AUM (Assets Under Management).
- Market Analysis: Keeping an eye on industry trends, market developments, and competitor activities to make informed business decisions.
- Client Relationship Management: Ensuring consultants provide excellent customer service to clients, addressing their needs, and building strong relationships to foster client loyalty.
- Product Knowledge: Keeping the team updated about the financial products being offered, their features, benefits, and how they align with different client needs.
- Recruitment and Training: Recruiting, selecting, and training new financial consultants to ensure they have the knowledge, skills, and regulatory understanding required for their roles.
- Team Management: Leading and managing the agency's team of consultants, providing guidance, motivation, and support to help them reach their sales targets and professional development goals.
- Sales and Business Development: Setting sales targets, developing strategies to achieve them, and monitoring the team's performance. Identifying opportunities for business growth and expansion.
- Compliance and Regulatory Oversight: Ensuring that consultants adhere to regulatory requirements set by the Monetary Authority of Singapore (MAS) and other relevant authorities.
- Innovation: Encouraging innovation within the agency, adopting new technologies or approaches to improve efficiency and customer experience.
Education
Bachelor Of Engineering - Mechanical Engineering
National University of Singapore
Singapore06.2006
Anderson Junior College
12.1999
The Chinese High School
12.1997
Skills
- Financial Management
- Financial Acumen
- Team Leadership and Motivation
- Market Insights
- Sales
- Communication
- Interpersonal Skills
- Negotiation Skills
- Strategic Thinking
- Analytical Thinking
- Regulatory Compliance
- Technology and Digital Literacy
Accomplishments
- Top Recruiting Director
- Top Director
ADDITIONAL SKILLS
- Proficient in MS Office (Word, Excel, Power Point) Outlook, Webex, and GoTo Meeting.
- Currently pursuing Certification in Python for Business Analytics (National University of Singapore).
- Strong command of English and Mandarin.
Timeline
Senior Director
Great Eastern Financial Advisers
05.2006 - 04.2023
Bachelor Of Engineering - Mechanical Engineering
National University of Singapore
Anderson Junior College
The Chinese High School
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