Summary
Overview
Work History
Education
Skills
Leadership Experience
Awards
Languages
Timeline
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Ei Ngon Phoo Carter

Ei Ngon Phoo Carter

Singapore

Summary

Motivated professional with a strong work ethic and adaptability to new challenges. Recognized for rapid learning, reliability in team settings, and effective communication skills. Proven problem-solving abilities and attention to detail contribute to success across diverse industries.

Overview

8
8
years of professional experience

Work History

Senior Personal Financial Consultant

Oversea-Chinese Banking Corporation Limited (OCBC) Bank
11.2024 - Current
  • Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
  • Advised clients on portfolio allocation, developed tailored strategies and various investment types to meet their financial goals.
  • Maximized investment returns for clients by identifying suitable portfolio allocations and implementing risk management practices.
  • Conducted comprehensive reviews of client accounts to ensure alignment with individual financial objectives and life events.

Personal Financial Consultant

Oversea-Chinese Banking Corporation Limited (OCBC) Bank
06.2023 - 11.2024
  • Assess financial situation and both long term and short term needs of clients and provides guidance on how to fully utilize the resources to maximise and achieve financial goals
  • Provides financial advice on investments and wealth management, and recommendations on how better utilize the clients assets to maximise returns
  • Ensuring adherence to relevant policies, regulatory risk and compliance matters
  • Expanding connections with follow up clients, current and securing new clients through a range of initiatives and consultancy

Operations Manager

Seven Trumpets Logistics and Port Management Co., Ltd
04.2022 - 03.2023
  • Collaborated with organizational leadership and board of directors to shape operational strategy.
  • Managed manpower, costings, vendor relationships, and equipment planning for vessel operations.
  • Negotiated contracts with vendors to secure advantageous terms while adhering to budget constraints.
  • Optimized operational workflows to reduce overhead costs and enhance resource allocation.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.

General Manager

E.F.R Agro Venture Co., Ltd.
07.2020 - 03.2023
  • Oversaw operations and strategy development for plantation management, enhancing overall performance.
  • Managed manpower planning, costing, scheduling, sales, marketing, purchasing, inventory, and vendor relations.
  • Led export processing team in fruit preparation and documentation for import/export.
  • Cultivated strategic partnerships with customers and suppliers to strengthen market position.

Personal Assistant to Chairman

Ever Flow River Group Public Company Limited
01.2017 - 09.2017
  • Carried out day-to-day duties accurately and efficiently
  • Oversaw Chairman's personal and professional calendars and coordinated appointments for meetings and events
  • Aided executive in personal tasks such as scheduling appointments or running errands when needed.
  • Participated in team meetings and staff training sessions.

Education

Bachelor of Business - Logistics & Supply Chain Management

Royal Melbourne Institute of Technology (SIM)
08.2020

Diploma - Management Studies

Singapore Institute of Management
10.2018

Highschool Diploma -

Yangon International School
05.2017

Skills

  • Microsoft Office
  • Google Suite
  • Adobe Photoshop
  • Financial planning
  • Risk management
  • Branding

Leadership Experience

Vice President, Myanmar Community at SIM (MYSIM), 07/01/19 - 08/01/20


  • Organized events according to Myanmar festival themes and holidays for a student club to better engage with the members.
  • Lead the team alongside president in promoting and organizing events and activities, including ticket booth sales, social media management advertisements and execution of the events.
  • Lead the recruitment team in hiring new potential members for the club.

Awards

SIM Global Education Diploma Scholarship for International Student (10/01/17)


  • Full scholarship to pursue studies leading to Diploma in Management Studies awarded by Singapore Institute of Management for International Students.


Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Intermediate (B1)
Burmese
Bilingual or Proficient (C2)

Timeline

Senior Personal Financial Consultant

Oversea-Chinese Banking Corporation Limited (OCBC) Bank
11.2024 - Current

Personal Financial Consultant

Oversea-Chinese Banking Corporation Limited (OCBC) Bank
06.2023 - 11.2024

Operations Manager

Seven Trumpets Logistics and Port Management Co., Ltd
04.2022 - 03.2023

General Manager

E.F.R Agro Venture Co., Ltd.
07.2020 - 03.2023

Personal Assistant to Chairman

Ever Flow River Group Public Company Limited
01.2017 - 09.2017

Highschool Diploma -

Yangon International School

Bachelor of Business - Logistics & Supply Chain Management

Royal Melbourne Institute of Technology (SIM)

Diploma - Management Studies

Singapore Institute of Management

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Ei Ngon Phoo Carter