Ivan Chee
Summary
Strategic-thinking individual experienced in turning low-performing organizations into top revenue producers. Offering engaging and pleasant personality with expertise improving customer relationships.
Strong leader and problem-solver dedicated to high growth success. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Director, Financial Services
Great Eastern Financial Advisers Pte Ltd
01.2015 - Current
- Partnered with reps and leaders to provide financial planning services to individuals and companies.
- Championed continuous improvement initiatives to drive operational excellence within the organization.
- Established data-driven decision-making processes and implemented best practices in analytics to optimize performance across the organization.
- Lead and recruit quality candidates to enhance professionalism of the agency
Director, Financial Services
Great Eastern Life
01.2011 - 12.2014
- Established a culture of continuous improvement by fostering open communication channels and empowering reps to voice their ideas.
- Lead and manage a group of financial advisers reps and managers
- Oversee entire operations and to adhere to highest ethical conduct
Associate Director
Great Eastern Life
01.2008 - 12.2010
- Developed detailed plans based on broad guidance and direction.
- Managed teams for recruitment and leadership to grow the agency manpower and sales productions.
- Cultivate training programs and philosophy to adhere to highest ethical conduct
Senior Manager
Great Eastern Life
01.2006 - 12.2007
- Balanced competing priorities efficiently while maintaining focus on critical tasks requiring immediate attention.
- Developed marketing plan for prospecting for reps.
- Spearheaded recruitment strategy for increasing agency manpower
Executive Life Planner
Great Eastern Life
01.2003 - 12.2005
- Assisted clients with budgeting and cash flow management.
- Protected clients'' assets and ensured peace of mind with appropriate insurance coverage recommendations based on individual circumstances.
- Created financial models to analyze and evaluate investment strategies.
Life Planner
Great Eastern Life
01.2002 - 12.2002
- Monitored and updated financial plans to comply with client goals.
- Assisted clients with budgeting and cash flow management.
- Continually updated industry knowledge through ongoing education courses, enhancing expertise in advising clients on evolving market trends.
- Conducted workshops and seminars to educate prospective clients about the benefits of comprehensive life planning services.
Education
BBA - Finance
National University of Singapore
Singapore12.2001
Skills
- Legal and Regulatory Compliance
- Key Performance Indicators
- Task Delegation
- Problem solving and negotiation
- Task driven to achieve results
Accomplishments
- Million Dollar Round Table Lifetime Member, Honours Roll ( 15 times & more)
- IDA award 2019-2023
- FSMA SMA Master Award Recipient
- FSMA SMA Diamond Awardees- 2017,2019-2023
- FSMA SMA Platinum Awardees-2014-2016, 2018
- Top 2nd GEFA Director 2022,2017,2015
- Top 3rd GEFA Director: 2021,2023
- Top 2nd GEFA Whole Group 2021
- Top 3rd GEFA Whole Group 2017
- Top 3rd Growth GEFA 2021
- Top Growth GEFA 2017
Certification
Certified Financial Planner
IFPAS-Kaplan Certified High Net Worth Adviser
IBF Advanced Level 3 practitioner
Industry & company contributions
2004-2007 GELAC Council Members ( contributed to the betterment of agency force with constructive feedback to improve agency benefits)
2008-2014 Great Eastern Managers Council, held various positions - treasurer, secretary, event head, vice chairman
2015-2018 Association of Great Eastern Leaders- registered associations. Vice Chairman
2016-current River Valley Network, grassroots leader
2017-2019. IFPAS excos member, Education sub comm
2019-current Association of Great Eastern Leaders-registered association. Chairman
Timeline
Senior Director, Financial Services
Great Eastern Financial Advisers Pte Ltd
01.2015 - Current
Director, Financial Services
Great Eastern Life
01.2011 - 12.2014
Associate Director
Great Eastern Life
01.2008 - 12.2010
Senior Manager
Great Eastern Life
01.2006 - 12.2007
Executive Life Planner
Great Eastern Life
01.2003 - 12.2005
Life Planner
Great Eastern Life
01.2002 - 12.2002
BBA - Finance
National University of Singapore
Certified Financial Planner
IFPAS-Kaplan Certified High Net Worth Adviser
IBF Advanced Level 3 practitioner
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