Jason Win Smith
Financial Services Consultant
Singapore
Summary
I am a dynamic and adaptable professional with a strong foundation in Information Technology and a career transition into the business world as a Financial Consultant. My background in IT equipped me with analytical skills, problem-solving abilities, and attention to detail, which I now leverage in the financial services sector. As a Financial Consultant with AIA, I excel at creating tailored financial plans, analyzing market trends, and offering strategic advice to help clients achieve their financial goals. My diverse experience, including roles in software quality assurance, customer service, and retail, has honed my ability to communicate effectively, build lasting client relationships, and navigate complex financial landscapes with ease. I am passionate about helping individuals and businesses make informed financial decisions, and I bring a unique blend of technical knowledge and business acumen that allows me to approach challenges creatively and deliver exceptional results in the business arena.
Overview
7
7
years of professional experience
1
1
Language
Work History
Financial Consultant
AIA Group
04.2024 - Current
- Provide tailored financial advice to clients based on their goals, risk tolerance, and financial situation, ensuring long-term growth and stability
- Analyze and interpret financial data, market trends, and investment opportunities to offer clients informed and strategic recommendations
- Develop comprehensive financial plans, including life insurance, investment strategies, and retirement plans, aligned with individual client needs
- Maintain compliance with industry regulations while managing risk and ensuring transparency in all financial transactions
- Handle complex financial queries and offer solutions that address investment, insurance, and savings needs in a dynamic financial environment
- Achieve and exceed sales targets by understanding client needs, building trust, and delivering personalized solutions
- Consistently stay updated on financial products and services, bringing innovative solutions to meet client expectations and changing market dynamics
- Conduct thorough financial assessments for clients, identifying gaps in coverage or investment opportunities and providing tailored recommendations
- Facilitate client insurance claims by liaising with underwriters and ensuring timely and accurate processing
- Utilize financial planning software and tools to develop detailed reports, forecasts, and personalized financial roadmaps
Quality Assurance Tester
Toppan Ecquaria Pte. Ltd.
12.2020 - 03.2021
- Participated in software design reviews to provide feedback from a QA perspective, identifying potential issues early in the development life-cycle
- Executed user acceptance testing (UAT) in collaboration with stakeholders to validate that the software met business requirements
- Documented test plans, scripts, and results meticulously to ensure clarity, transparency, and easy replication of testing efforts
- Provided feedback on user experience (UX) issues, suggesting improvements to enhance usability and overall product performance
- Validated compatibility across multiple platforms and browsers, ensuring a seamless user experience regardless of the environment
- Executed performance and stress testing to evaluate software behavior under extreme conditions, ensuring robustness and scalability
- Identified and isolated software defects, working closely with developers to ensure quick resolution and prevent recurrence
Quality Assurance Tester (Intern)
Toppan Ecquaria Pte. Ltd.
07.2020 - 12.2020
- Developed and executed test cases based on software requirements and technical specifications, ensuring comprehensive test coverage
- Performed functional, regression, and integration testing to identify software defects and ensure system stability
- Created detailed bug reports with clear documentation, including steps to reproduce, screenshots, and severity levels, ensuring efficient issue resolution
- Implemented risk-based testing to prioritize critical functionality and allocate testing resources efficiently
- Maintained a high level of attention to detail, identifying subtle bugs and discrepancies that could impact software functionality or user experience
- Provided thorough feedback and recommendations on improving software functionality, reliability, and overall user experience based on testing results
Customer Service
iORA
03.2018 - 05.2018
- Assisted customers with product inquiries and provided knowledgeable advice on clothing styles, sizes, and trends to enhance the shopping experience
- Resolved customer complaints and concerns in a professional and timely manner, ensuring customer satisfaction and retention
- Processed sales transactions efficiently, handling cash, credit, and other forms of payment while maintaining accuracy in the point-of-sale system
- Maintained a clean and organized sales floor, ensuring that merchandise was properly displayed, stocked, and visually appealing to customers
- Managed product exchanges and returns, adhering to store policies and ensuring smooth transactions for customers
Barista
Starbucks
10.2017 - 03.2018
- Prepared a wide variety of beverages including espresso drinks, teas, and blended beverages, following Starbucks recipes and customer preferences
- Delivered exceptional customer service, engaging with guests in a friendly manner and ensuring a positive and welcoming experience
- Maintained a clean and organized work area, adhering to health and safety standards in beverage preparation and store cleanliness
- Handled cash register operations, processing transactions accurately and efficiently, including cash, card, and mobile payments
- Customized beverages based on customer preferences, ensuring satisfaction with special requests, dietary restrictions, and flavor adjustments
- Managed inventory and restocked supplies, ensuring that ingredients, packaging, and merchandise were always available for efficient store operations
- Collaborated with team members to meet store sales goals, maintain efficiency during peak hours, and ensure smooth operations
Education
Bachelor of Arts - Honors in Global Business
Coventry University
United Kingdom 04.2001 -
Diploma In Information Technology - undefined
Temasek Polytechnic
02.2018 - 04.2021
GCE O Level - undefined
Bukit Merah Secondary School
08.2015 - 11.2017
Skills
Customer Service
undefinedPersonal Information
- Date of Birth: 12/25/00
- Nationality: Singaporean
Work Preference
Work Type
Full TimeWork Location
HybridImportant To Me
Career advancementCompany CultureLanguages
English
Bilingual or Proficient (C2)
Timeline
Financial Consultant
AIA Group
04.2024 - Current
Quality Assurance Tester
Toppan Ecquaria Pte. Ltd.
12.2020 - 03.2021
Quality Assurance Tester (Intern)
Toppan Ecquaria Pte. Ltd.
07.2020 - 12.2020
Customer Service
iORA
03.2018 - 05.2018
Diploma In Information Technology - undefined
Temasek Polytechnic
02.2018 - 04.2021
Barista
Starbucks
10.2017 - 03.2018
GCE O Level - undefined
Bukit Merah Secondary School
08.2015 - 11.2017
Bachelor of Arts - Honors in Global Business
Coventry University
04.2001 -
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