Grace Yeo Zhao Ding
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
5
5
years of professional experience
Work History
Personal Financial Consultant
OCBC BANK Ltd
12.2021 - Current
- Enhanced client financial stability by developing tailored investment strategies and financial solutions.
- Built strong relationships with clients through regular communication, trust, and understanding of their financial goals.
- Maximized investment returns for clients by identifying suitable portfolio allocations and implementing risk management practices.
- Increased client satisfaction by providing exceptional customer service and promptly addressing questions or concerns.
- Conducted comprehensive reviews of client accounts to ensure alignment with individual financial objectives and life events.
- Collaborated with cross-functional teams to develop holistic wealth management solutions for high-net-worth individuals.
- Conducted thorough risk assessments before making recommendations on investments, ensuring each strategy aligned with the client''s unique needs and risk tolerance levels.
Retail Executive
Popular Book Company (PTE.) Ltd
06.2021 - 11.2021
- Managed inventory levels for optimal product availability and reduced stock obsolescence.
- Enhanced store appearance with effective visual merchandising layouts and eye-catching displays.
- Increased sales revenue by implementing strategic merchandising and marketing techniques.
- Developed strong relationships with vendors, securing preferred pricing and favorable terms on purchases.
Real estate Negotiator
The Roof Realty Sdn. Bhd
07.2019 - 05.2021
- Awarded as Top 9 Sales achiever in March 2021
- Searching potential buyers and properties’ owners through network or advertisement
- Cooperate with colleagues as a team in order to address clients’ needs in the shortest time.
- Developed strong relationships with clients through active listening, understanding their needs, and prioritizing personalized service.
- Increased client satisfaction by providing timely and accurate market information for informed decisionmaking.
- Enhanced professional reputation by maintaining a high level of integrity, ethics, and commitment to client success.
- Generated new leads through strategic networking events and targeted marketing efforts.
- Demonstrated expertise in real estate contracts and legal procedures to ensure smooth transactions for all parties involved.
- Conducted property showings to prospective buyers highlighting benefits of specific properties as well as comparing them to other options available in the market.
Admin Executive
ICASTEC college Singapore
09.2018 - 07.2019
- Student engagement and support
- Answered high volume of phone calls and email inquiries.
- Call up for customers and students for class schedule arrangement.
- Collected data, input records and protected electronic files.
- Updated and maintained confidential databases and records.
Education
Bachelor of Business - Business Management
James Cook University Australia
Singapore07.2018
Diploma of Higher Education -
James Cook University Australia
Unified Examination Certificate (UEC) -
FOON YEW HIGH SCHOOL
Malaysia12.2015
Skills
- Microsoft Office (Word, Excel, PowerPoint)
- Computer Literacy
- Strategic Financial Planning
- Customer Experience
- Client Needs Assessment
- Client Relationship Management
Languages
English
Advanced (C1)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Personal Financial Consultant
OCBC BANK Ltd
12.2021 - Current
Retail Executive
Popular Book Company (PTE.) Ltd
06.2021 - 11.2021
Real estate Negotiator
The Roof Realty Sdn. Bhd
07.2019 - 05.2021
Admin Executive
ICASTEC college Singapore
09.2018 - 07.2019
Bachelor of Business - Business Management
James Cook University Australia
Diploma of Higher Education -
James Cook University Australia
Unified Examination Certificate (UEC) -
FOON YEW HIGH SCHOOL
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