Summary
Overview
Work History
Education
Skills
Timeline
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Justin Wei Fan Kong

Justin Wei Fan Kong

Manager

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

A hardworking and passionate salesperson ready to help team achieve company goals. prepared myself for the upcoming steep learning curve.

Reason for leaving of current role is because of change in personal goal and prospective.

Overview

11
11
years of professional experience

Work History

Team Head

DBS
10.2022 - Current
  • Streamlined sales processes for improved efficiency, resulting in higher conversion rates.
  • Achieved established KPI for company, regional team and individual performance.
  • Conduct coaching on how to built long-lasting client relationships through excellent customer service and consistent followups.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Conduct team meeting and one on one meetings with sales team members to identify selling hurdles and offered insight into best remedy. Identify individual's issue and provide a solution and preventive action plan.
  • Mentored junior sales staff members, fostering an environment of continuous learning and improvement within the team.

Deputy Team Head

DBS
09.2021 - 09.2022
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Role model to all team members on individual sales performance and team sales performance management. Act as leader during manager's absence.
  • Resolved conflicts within the team diplomatically, maintaining a positive working environment conducive to productivity.
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Mentored junior sales staff members, fostering an environment of continuous learning and improvement within the team.

Senior Wealth Planning Manager

DBS
10.2017 - 09.2021
  • Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
  • Mentored junior advisors to enhance team performance and drive overall success within the region.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.


Achievements:

  • TOP case count winner in 2018, 2019, 2021 and 2022
  • BSA winner in 2018, 2019, 2021 and 2022
  • TOP revenue in North District 2021 and 2022

Relationship Manager

OCBC
06.2015 - 10.2017
  • Educated clients on financial topics and best practices.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Helped clients make informed decisions about financial future.
  • 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.

Sales and Account Manager (mainly B2B Sales)

Neptune Work Wear Pte. Ltd.
07.2014 - 05.2015
  • Provide presentation and meet up with Singapore F&B, hotel chain owners and big organization for high uniforms and work wear Eg: SATS KFC McDonald’s Shangri la.
  • Developed customized account plans for clients to help them achieve their business goals.
  • Monitored and analyzed customer feedback to identify opportunities for improvement.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.


Business Development Executive

Oxford Global Pte. Ltd
06.2013 - 06.2014
  • UK based company, branch in Singapore for life science and pharmaceutical event management in Asia region
  • Built diverse and consistent sales portfolio.
  • Manage the sales in Asia region and develop new business opportunities
  • Provide presentation to the major potential sponsors in China, Taiwan, Hong Kong, Australia and Singapore
  • Maintain sponsors’ and life science solution providers’ relationships
  • Work in Oxford Global UK for six months to gain extensive experience and learned to manage the accounts in UK Headquarter.


Education

Bachelor of Accountancy - Finance

RMIT University
Singapore
04.2001 -

Skills

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Timeline

Team Head

DBS
10.2022 - Current

Deputy Team Head

DBS
09.2021 - 09.2022

Senior Wealth Planning Manager

DBS
10.2017 - 09.2021

Relationship Manager

OCBC
06.2015 - 10.2017

Sales and Account Manager (mainly B2B Sales)

Neptune Work Wear Pte. Ltd.
07.2014 - 05.2015

Business Development Executive

Oxford Global Pte. Ltd
06.2013 - 06.2014

Bachelor of Accountancy - Finance

RMIT University
04.2001 -
Justin Wei Fan KongManager