Jacky Ng
Summary
Talented Portfolio Manager bringing 3+ years of experience in making proactive real estate investment proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities. Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations.
Overview
13
13
years of professional experience
Work History
Portfolio Analyst
The I Quadrant Pte Ltd
06.2020 - Current
- Enhanced portfolio performance by conducting thorough research and analysis of financial markets.
- Improved investment strategies for clients by consistently monitoring and adjusting portfolio allocations.
- Optimized risk-adjusted returns through rigorous quantitative analysis and modeling techniques.
- Increased client satisfaction with timely, accurate, and insightful reporting on portfolio performance.
- Streamlined the investment process by implementing efficient trading and execution strategies.
- Managed a diverse array of portfolios, ensuring optimal asset allocation for clients with varying risk tolerances and objectives.
- Developed strong relationships with clients by providing exceptional service and communication throughout the investment process.
- Kept up-to-date on market trends, regulatory changes, and industry news to inform investment decisions.
- Collaborated closely with sales team members to ensure seamless coordination between portfolio management activities and client relationship building efforts.
- Provided strategy advice to high net worth clients.
Director of Events
The I Quadrant Pte Ltd
05.2019 - 06.2020
- Enhanced event experiences by meticulously planning and executing high-profile corporate gatherings.
- Generated significant cost savings through efficient budget management and effective vendor negotiation tactics.
- Delivered memorable events that exceeded client expectations, leading to increased repeat business and referrals.
- Streamlined event logistics by implementing innovative project management strategies to ensure seamless execution.
- Cultivated lasting relationships with key industry partners, expanding the company''s network of reliable service providers.
- Championed a culture of continuous improvement within the team, fostering professional growth and heightened performance standards.
- Managed complex timelines and resource allocation for multiple concurrent projects without compromising quality or efficiency.
- Skillfully negotiated contracts with venues and suppliers for favorable terms that benefited both parties involved in the event planning process.
- Elevated customer satisfaction levels by consistently delivering exceptional service throughout all stages of the event lifecycle.
- Researched vendors and locations, liaised between event staff and facilities and arranged teams to coordinate event setup and teardown.
- Trained and supervised event staff to complete tasks on time.
- Managed administrative logistics of events planning, event booking, and event promotions.
- Negotiated contracts with venues, vendors and suppliers to obtain best rates and services.
- Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
Financial Advisor
Great Eastern Financial Advisers
10.2012 - 12.2019
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Informed clients of strategies for reducing debt and maximizing savings.
- Collaborated with clients to develop customized investment portfolios.
- Researched and evaluated potential investment products for clients.
- Assisted clients with budgeting and cash flow management.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Monitored and updated financial plans to comply with client goals.
Admin Support Assistant (National Service)
Singapore Armed Forces
10.2010 - 10.2012
- Enhanced customer satisfaction by addressing and resolving support inquiries in a timely manner.
- Streamlined workflow processes for increased efficiency and productivity within the support team.
- Wrote and published memos, notes and other written correspondence, promoting professional in-office communication for employees.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Trained new support assistants, sharing knowledge of company policies, procedures, and software systems.
Education
High School Diploma -
Temasek Polytechnic
Singapore, Null, Singapore06.2010
Skills
- Risk Management
- Due Diligence
- Risk Rating Reports
- Market Trends and Research
- Client Relationship Management
- Portfolio Management
- Real Estate Analysis
- Problem-Solving
- Report Preparation and Presentation
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Portfolio Analyst
The I Quadrant Pte Ltd
06.2020 - Current
Director of Events
The I Quadrant Pte Ltd
05.2019 - 06.2020
Financial Advisor
Great Eastern Financial Advisers
10.2012 - 12.2019
Admin Support Assistant (National Service)
Singapore Armed Forces
10.2010 - 10.2012
High School Diploma -
Temasek Polytechnic
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