Claire Ang
Summary
- Accomplished Senior Financial Planner at HSBC Life, recognized for strategic financial planning and fostering client trust through excellent communication. Elevated client portfolio returns while minimizing risks, and mentored junior planners, enhancing team performance. Previously excelled in customer service roles, demonstrating critical thinking and active listening across diverse industries.
- Service-oriented professional with 3.5 years of flight crew experience. Excellent history of using critical thinking and sound judgment to solve challenges. Personable and energetic with firm command of flight safety and regulations.
- Committed and hardworking Senior Team Leader with 5 years of experience. Well-rounded leader and swift problem solver with quick and effective solutions to wide array of issues.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Financial Planner
HSBC Life
04.2021 - Current
- Awarded the Million Dollar Round Table Qualifying Member and the Star Club in 2023.
- Prepared detailed cash flow analyses for clients, identifying opportunities for improvement in spending habits and debt management.
- Streamlined financial planning processes for more efficient client interactions and improved overall service.
- Managed complex investment portfolios, resulting in increased returns and minimized risk exposure for clients.
- Developed strong relationships with clients through regular communication, fostering trust and loyalty.
- Evaluated insurance policies for clients to ensure adequate coverage while minimizing premiums paid over time.
- Mentored junior financial planners, sharing industry knowledge and best practices to improve team performance.
Cabin Crew
Singapore Airlines
10.2017 - 02.2021
- Contributed a part to Singapore Airlines 5-Star service and was a part of Soaring Above and Beyond, leading into New World.
- Had the opportunity to be business-class trained. And was four fleeted trained. (A330,A380,A350 and B777)
- Managed challenging situations calmly and professionally, such as handling unruly passengers or addressing flight delays.
- Maintained cabin safety by conducting pre-flight checks, adhering to airline policies, and following emergency procedures when necessary.
- Followed company regulations and rules to promote safe environment for travelers and employees.
- Enhanced customer satisfaction by providing exceptional in-flight service and addressing passenger concerns promptly.
Food Service Team Leader
Resorts World Sentosa
01.2013 - 08.2017
- Promoted from a casual staff to a Junior Captain in 2014
- Promoted from a Junior Captain to a Senior Captain in 2015
- Performed wedding concierge duties such as reviewing the programme flow with the couple to ensure smooth operation for the wedding
- In charge of VIP duties such as serving high profile individuals to uphold the service standards and quality. For example, Prime Minister, CEO of Resorts World Sentosa, Minister of foreign affairs and Deputy Prime Minister.
- Performed supervisory duties by managing the casual staffs on event basis to ensure smooth operation
- Performed ad hoc duties such as facilitating outdoor events, corporate events and private events to reduce the manager’s workload.
- In charge of Junior Captain and Part time staff’s grooming to ensure proper guidance and standards are passed down
- Nominated for the Excellence Service Award by the Director of F&B
Education
High School Diploma -
Singapore Polytechnic
04.2017
Skills
Strategic financial planning
Retirement planning
Portfolio Management
Attention to Detail
Critical Thinking
Excellent Communication
Active Listening
Effective Communication
Reliability and punctuality
Complaint Handling
Food and Beverage Service
Grooming and Personal Hygiene
Certification
- Health Insurance (HI) Certificate
- M5- Rules and Regulations for Financial Advisory
- M9- Life Insurance and Investment Linked Policies
- M9A- Life Insurance and Investment Linked Policies II
- CTI Certificate of Proficiency in Travel Insurance
- BCI Basic Insurance Concepts and Principles
- CGI Commercial General Insurance
- PGI Personal General Insurance
- SATS ASL- Addressing Service Lapse, Communicating and Relating Effectively.
- WSQ- Acquire Industry Knowledge, Certificate in Service Excellence, Demonstrate the Service Vision, Project a Positive and Professional Image, Provide Go-the-Extra-Mile Service,Respond to Service Challenges and Work in a Diverse Service Environment.
Languages
English
Chinese (Mandarin)
Timeline
Senior Financial Planner
HSBC Life
04.2021 - Current
Cabin Crew
Singapore Airlines
10.2017 - 02.2021
Food Service Team Leader
Resorts World Sentosa
01.2013 - 08.2017
High School Diploma -
Singapore Polytechnic
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