Germaine Yong Kim Kim
Senior Financial Consultant
Summary
Accomplished senior financial consultant skilled at evaluating markets and applying sound financial principles for enviable growth and stability. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return. Oversees financial management workshops to share up-to-date information and build community network for client acquisition.
Overview
3
3
years of professional experience
Work History
SENIOR FINANCIAL CONSULTANT
OCBC BANK
06.2021 - 05.2022
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Brought forth the ability to establish long term client relationships
- Complies with all regulatory requirements
- Brought forth exemplary communication skills
- Fostered successful relationships with a large number of clients, providing them with top of the line financial advisement
- Effectively sourced business prospects
- Demonstrated a unique combination of self motivation and a commitment to excellent
- Aimed to meet the needs of long term individual investors
- Provided a differentiated suite of financial analysis and advice to meet the investment needs and objectives
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Offered expert guidance on customized solutions to customers, and provided them with professional and quality service for their banking, borrowing and investment needs.
FINANCIAL CONSULTANT
OCBC BANK
08.2020 - 05.2021
- Expanded customer base through community outreach and strategic business partnerships.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Kept client financial plans optimized for current market trends and economic conditions.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Delivered strategy advisement and corporate financing to clients.
Financial Analyst Intern
MARIMO DYNAMIC
08.2020 - 11.2020
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Monitored organization's performance against competitors.
- Participated in conference calls and meetings and interacted with key leaders.
- Conducted marketing research resulting in [Number] strong leads.
- Maintained database by verifying information and recording new information when needed.
- Reviewed financial statements with staff accountants.
Financial Analyst Intern
GENIUS ACADEMIC
10.2019 - 12.2019
- Analyzed and monitored statistical data trends.
- Participated in conference calls and meetings and interacted with key leaders.
- Prepared accurate and meaningful reports on ad hoc basis for senior management.
- Developed skills necessary to manage various organizational bank accounts.
- Assisted with month-end closing processes and verified journal entries.
- Prepared and posted journal entries and special bills with guidance from staff accountants.
- Create routine financial reports, analyses and investigations.
Education
Bachelor of Science - FINANCE AND INVESTMENT
Skills
- Financial Plan Development
- Account Performance Reviews
- Market Trend Monitoring
- Income Projections
- Investment Planning
- Asset Allocation
- Sales Strategies
- Client Counseling
- Financial Profiling
Accomplishments
- Top achiever Nov’20 - 156%
- Top Achiever Dec’20 - 176%
- Top Achiever Jan’21 - 230%
- Top Achiever Feb’21 - 184%
- Top Achiever Mar’21 - 153%
- Top Achiever April’21 - 116%
- Top Achiever May’21 - 95%
- Top Achiever Jun’21 - 202%
- Top Achiever Aug’21 - 161%
- Top Achiever Sept’21 - 117%
- Top Achiever October ’21 - 112%
- Top Achiever October ’21 - 133%
- OCBC STAR AWARD JANUARY 2021
- OCBC STAR AWARD FEBRUARY 2021
- OCBC STAR AWARD MARCH 2021
- FEATURED IN OCBC CHAMPION MAGAZINE – PERSONAL FINANCIAL
Additional Information
- Managed front-end and back-end development in the company's Portfolio Analyst, Employee Track, and Account Management system. Managed all financial aspects of the business and effectively managed client's budgets.
Languages
English
Chinese (Cantonese)
Chinese (Mandarin)
Malay
Timeline
SENIOR FINANCIAL CONSULTANT - OCBC BANK
06.2021 - 05.2022
Financial Analyst Intern - MARIMO DYNAMIC
08.2020 - 11.2020
FINANCIAL CONSULTANT - OCBC BANK
08.2020 - 05.2021
Financial Analyst Intern - GENIUS ACADEMIC
10.2019 - 12.2019
UCSI University - Bachelor of Science, FINANCE AND INVESTMENT