EION YAP
Summary
Highly motivated Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Consultant
AIA Singapore
09.2020 - Current
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
Intern
Rentokil Singapore
08.2017 - 01.2018
- Enhanced intern productivity by assisting with project coordination and providing ongoing support.
- Streamlined office processes for improved efficiency and time management through regular organization and filing.
- Conducted research for various projects, leading to well-informed decisions and successful outcomes.
Education
Bachelor Of Business - Economics & Finance
Royal Melbourne Institute of Technology (SIM)
Singapore, Null, Singapore06.2022
Diploma in Business Process & Systems Engineering - Business Engineering
Temasek Polytechnic
Singapore02.2018
Skills
- Investment Advice
- Sales Expertise
- Client Relationship Management
- Wealth Management
- Client Relations
- Lead Generation
Accomplishments
Million Dollar Round Table Qualifier(MDRT)
Top rookie of year 2020
Certification
Certificate in Financial Needs Analysis and Plan Construction
Languages
English
Upper intermediate (B2)
Chinese (Mandarin)
Intermediate (B1)
Timeline
Financial Consultant
AIA Singapore
09.2020 - Current
Intern
Rentokil Singapore
08.2017 - 01.2018
Bachelor Of Business - Economics & Finance
Royal Melbourne Institute of Technology (SIM)
Diploma in Business Process & Systems Engineering - Business Engineering
Temasek Polytechnic
Certificate in Financial Needs Analysis and Plan Construction
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