Jerron Tan
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
16
years of professional experience
Work History
Financial Services Manager
AIA
07.2019 - Current
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities.
- Developed strategic plans for day-to-day financial operations.
- Supported financial director with special projects and additional job duties.
Financial Services Consultant
AIA
10.2007 - 06.2019
- Educated and worked with clients on ROI terms to find accurate solutions.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Prepared detailed financial reports to monitor and assess portfolio performance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Education
High School Diploma -
University of London
Singapore09.2007
Skills
- Relationship Management
- Business Relationship Management
- Employee Training Oversight
- Goal Setting
- Staff Recruitment and Hiring
- Team Building Leadership
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Intermediate (B1)
Korean
Elementary (A2)
Timeline
Financial Services Manager
AIA
07.2019 - Current
Financial Services Consultant
AIA
10.2007 - 06.2019
High School Diploma -
University of London
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