Joel Wong

• Co-founder of ‘Labbit’, a marketing and rewards app
• Spearheaded the entire business development (onboarded 57 companies within the first three months of launch)
• Consistently working on acquiring new businesses through cold leads daily and ensuring referrals simultaneously
• Comfortable with challenging discussions, negotiations, and persuading business owners from various industries
• Efficient in both B2B and B2C channels
• Devising marketing campaigns and features to increase userbase and downloads (garnered 36,000 users within the first quarter of app launch)
• Initiated and took on the role of being the sole customer service staff, personally replying to all queries/feedback/complaints from users and merchants to understand their psychology and behaviour, which is pivotal for not only developing future campaigns but also to knowing what is needed to enhance their current experience
• Generate daily content within the app, such as articles, quizzes, and surveys, to maintain user’s attention and attract prospective businesses to the marketing potential of the app
• Led and managed the operations team of 10
• Ensuring both the app and the backend are running smoothly
• Key partner in the project management of the app since inception
• This involves working with timelines, deliverables with the backend developers, legal and marketing, and others
• Once helped the company to reduce the cost of around $24,000 (representing 23% of total cost) on a contract by identifying the crucial details within

• Manage a portfolio of around 450 Privilege Banking clients, minimum AUM(Asset Under Management) of $350,000 per account
• Experienced and proficient in working with directors and business owners from different industries, as they form around 70% of the portfolio
• Engineered investment solutions and advisory, taking into account clients’ expectations and returns

• Promoted twice by exceeding both the sales target along with having perfect compliance score
• Started as a Personal Banker in 4th April 2016 to 30th November 2018
• Promoted to Senior Personal Banker in 1st June 2018 to 30th November 2018
• Promoted to Priority Banking Relationship Manager in 1st December 2018 to 31st March 2020
• Managed a portfolio of around 300 Priority Banking clients, minimum AUM(Asset Under Management) of $200,000 per account
• Products covered: Bancassurance, Unit Trust, Fixed Coupon Note, Fixed Income, Dual Currency Investments, Universal Life, Premium Financing, Leverage, Product Financing, Loan Switch

• Reported directly to Managing Director, managing 2 campaigns concurrently with 20 to 25 sales staff
• B2B direct sales - conducting face-to-face sales presentations based on client’s products and services
• Assume managerial roles in the team, mentoring and coaching new team members on sales skills, implementing sales strategy and personal development
• Involved in strategic campaign and territorial planning matters
• Career Milestones:

- November 2013 – September 2015: Every week - Top performer in individual sales consistently out of 300 sales people. Commission earned per month = $3,000 - $4,000/month vs 90% of the 300 sales staff (whose average commission was $2,000/month)

- Promoted to 4 different stages throughout a short timespan of 2 years, being the fastest promotion within the company with around 300 people

- Managed to built a team of 12-15 members, which is consistently in the top 5 in the whole of Asia; arguably one of the best performing managers in Asia

- Constantly selected to represent the Singapore office on regional and international Office Visits and Award Ceremonies and Rest & Relaxation (R&R) trips

• Development and management of client accounts
• Goal setting: Commission of $2,000 per month, and at least 1 Life Case every month
• Deal with people from all walks of life: Managers, elders, housewives, students
• Conduct face-to-face sales presentations
• Career Milestone:

- Became a member of the ‘Rising Stars’ Club within 9 months while still a full-time student – an individual can only be in the club if he makes a commission of at least $18,000 annually

• Selection process comes in 3 stages:

1. An IQ and Aptitude Test

2. Going through a Pilot Selection Board, which is an interview with a panel of 3 to 4 high ranking officers

3. Lastly, a stringent aeromedical checkup

• Conducted presentations towards an audience consisting of 7 high-ranking officers and fellow cadets
• Able to cope with the pressure of conducting presentations towards an audience consisting of high-ranking personnel

• Often tasked with the responsibility to brief my team on upcoming tasks and ‘mission’ details
• Familiar and comfortable with doing presentations and highlight any technical details required