Summary
Overview
Work History
Education
Skills
Leadership Experience
Additional Data
Activities
Volunteer Experience
Certification
Timeline
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JEREMY TAN YI JIE

Summary

With a robust background as a financial advisor, possesses a proven track record of helping clients meet their goals. Experienced professional seeking full-time position to apply strong interpersonal skills, excellent time management abilities, and problem-solving expertise.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Advisor

PFPFA
05.2021 - 03.2023
  • Worked as a financial advisor under PFPFA by providing clients with relevant financial and retirement planning.
  • Serviced clients efficiently by following up with necessary documents and updates.

Financial Advisor

Prudential
01.2020 - 04.2021

Banquet

Pan Pacific Singapore
10.2015 - 01.2016
  • Facilitated dinner services and functions by serving guests satisfactorily.

Education

Bachelor of Arts - Economics

NATIONAL UNIVERSITY OF SINGAPORE
Singapore
05.2024

A Levels Certificate -

DUNMAN HIGH SCHOOL
Singapore
12.2017

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Financial planning

Leadership Experience

Third Sergeant, Singapore Armed Forces, 01/2018 to 11/2019.

 Served as a Third Sergeant in the SAF 9 SIR battalion in leading my section through various military exercises and missions. Also served as the company's armskote specialist and was in charge of the company's weapons and equipments.


Class Committee, Vice-Chairperson, 01/2017 to 11/2017. 

Organized various class-based initiatives that aimed to bond the class. Oversaw the day-to-day operations of classroom activities. Generated study groups and consultations to collectively improve the grades of the whole class.

Additional Data

Proficient in English and Chinese, Travelling, Meeting new people, Sports. Possesses a passion in volunteer work and giving back to the community.

Activities


  • Cheerleader in National University of Singapore, Base, 01/2021 to 04/2022. Dedicated member of the Steppers cheerleading CCA in Kent Ridge Hall of National University of Singapore.
  • Football player in Dunman High School, Centre Midfielder, 01/2016 to 11/2017. Oversaw trainings as a senior member of the football team. Guided teammates on and off the field during competitions and trainings. Represented Dunman High School in the Singapore Schools Sports Council Football Nation A Division Boys Competition in 2016 and 2017.
  • Ultimate Frisbee team player in Dunman High School, Cutter, 01/2016 to 11/2017, Mentored teammates during national competitions as a key player in the team.


Volunteer Experience

Mixed Nationals @Active SG 2017 Competition, Volunteer, 05/2017 to 06/2017, Completed 10 hours of community involvement service in Ultimate Frisbee event organized by the Ultimate Players' Association of Singapore (UPAS). Applied what was learnt from sports to serve and give back to the community through ensuring the smooth flow of the entire event.

Certification

Google Spreadsheets: Intro course to spreadsheets and statistics

Timeline

Financial Advisor

PFPFA
05.2021 - 03.2023

Financial Advisor

Prudential
01.2020 - 04.2021

Banquet

Pan Pacific Singapore
10.2015 - 01.2016

Bachelor of Arts - Economics

NATIONAL UNIVERSITY OF SINGAPORE

A Levels Certificate -

DUNMAN HIGH SCHOOL
JEREMY TAN YI JIE