Daryl Bin
CFD Senior Dealer
Summary
Finance professional with more than 5 years of working experience, specializing in investments such as equities, CFDs, and cryptocurrencies. Capable of coordinating across teams and applying strong interpersonal skills to facilitate timely deliverables. Proven track record of success in analyzing market trends, executing trades, and optimizing investment portfolios to achieve superior returns. Highly skilled in coordinating across teams and leveraging strong interpersonal skills to facilitate seamless collaboration and timely deliverables.
Overview
6
6
years of professional experience
Work History
CFD Senior Dealer
Phillip Securities Pte Ltd
09.2021 - Current
- Leverage my expertise in investment, including equities, CFDs, and cryptocurrencies.
- Excel in executing orders, implementing trading strategies, and managing portfolios to achieve optimal results. Additionally, coordinate effectively across teams and apply strong interpersonal skills to facilitate timely deliverables.
- Staying current with industry advancements through workshops and professional training sessions in the financial world has been a key focus.
- Developed and maintained strong relationships with clients, earning their trust and loyalty through personalized service and tailored investment guidance.
- Advised and provided customers with insightful knowledge on market trends, investment strategies, and risk management techniques to help them make informed decisions.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Conduct monthly webinars to educate both experienced and new traders
- Assisted with implementation testing. For instance, regression testing for both pre and post testing, bug-fix testing like synthetic server bug as well as system health check testing.
- Coordinated a team of over 30 Trading Representative (TR) / Remisers
- Managed multiple high networth portfolio exceeding a million dollar each.
Financial Consultant
AIA Financial Advisers Pte Ltd
07.2018 - 09.2021
- Prepared detailed reports analyzing portfolio performance against established goals
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Assisted clients with retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Constantly updated customers on changes in the market and how these would affect overall portfolios.
- Facilitated the claims process and personal tax reduction, serviced a total of 150 families.
- Achievement : Division top A&H case count, Division top 3 student adviser
Education
Bachelor of Business Studies (Finance) - Finance
Bachelor of Business Studies (Finance)
Singapore 04.2001 -
Diploma in Business Process & System Engineering
Temasek Polytechnic Singapore
Singapore 04.2001 -
Skills
Bloomberg Terminal
Portfolio Management
Customer Service-Oriented
Order execution
Trading strategies
Technical Analysis
Blockchain Technology
Active Listening
Problem-solving abilities
Continuous Improvement
Hobby(Crypto)
I am deeply fascinated by the world of cryptocurrency and blockchain technology and i actively engage in researching, trading and learning about various digital assets. I enjoy staying updated on market trends. Participated in communities to broaden my understand and connections.
Timeline
CFD Senior Dealer
Phillip Securities Pte Ltd
09.2021 - Current
Financial Consultant
AIA Financial Advisers Pte Ltd
07.2018 - 09.2021
Bachelor of Business Studies (Finance) - Finance
Bachelor of Business Studies (Finance)
04.2001 -
Diploma in Business Process & System Engineering
Temasek Polytechnic Singapore
04.2001 -
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