Kaira Tan
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Services Consultant
AIA
05.2022 - 08.2024
- Assisted clients in achieving their financial objectives with sound wealth management advice and personalized planning.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Educated existing and potential new clients on financial topics, including insurance, saving, and retirement planning.
- Maintained a high level of confidentiality when handling sensitive client information, always adhering to strict data security protocols.
- Managed client relationships, ensuring satisfaction through regular communication.
- Networked to identify potential new clients.
- Participated in continuous professional development opportunities to keep abreast of regulatory changes impacting the financial services industry.
Recruitment Executive
Summit Planners
04.2020 - 02.2021
- Administered and coordinated all processes of recruitment, including following up with candidates on CMFAS examinations.
- Oversaw onboarding of new Financial Services Consultants through a team of hiring managers.
- Sourced and recruited suitable Financial Services Consultants through various sources, including Chinese platforms.
Financial Services Consultant
AIA
01.2018 - 08.2020
- Assisted clients in achieving their financial objectives with sound wealth management advice and personalized planning.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Educated existing and potential new clients on financial topics, including insurance, saving, and retirement planning.
- Maintained a high level of confidentiality when handling sensitive client information, always adhering to strict data security protocols.
- Managed client relationships, ensuring satisfaction through regular communication.
- Networked to identify potential new clients.
- Participated in continuous professional development opportunities to keep abreast of regulatory changes impacting the financial services industry.
Assistant Programme Officer
Singapore Institute of Management
08.2012 - 03.2016
- Assisted programme officers in handling students’ matters, and lecturers in administrative matters.
- Attended to the inquiries and requests of lecturers and students of diverse backgrounds.
- Managed relationships with lecturers.
- Planned and scheduled classes.
- Utilized a new and laborious IT system to enroll students in workshops.
Education
Bachelor of Science - Business
Singapore University of Social Sciences
Singapore2016
GCE A-Level - GCE A-Level
Yishun Junior College
Singapore2011
GCE O-Level - GCE O-Level
Ahmad Ibrahim Secondary School
Singapore2008
Skills
- Adaptability
- Effective Communication
- Flexibility
- Keen Observation
- Trilingual Proficiency
- Teamwork and Collaboration
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Japanese
Elementary (A2)
Certification
CMFAS HI
CMFAS M5
CMFAS M8
CMFAS M8A
CMFAS M9
CMFAS M9A
JLPT N4
Timeline
Financial Services Consultant
AIA
05.2022 - 08.2024
Recruitment Executive
Summit Planners
04.2020 - 02.2021
Financial Services Consultant
AIA
01.2018 - 08.2020
Assistant Programme Officer
Singapore Institute of Management
08.2012 - 03.2016
Bachelor of Science - Business
Singapore University of Social Sciences
GCE A-Level - GCE A-Level
Yishun Junior College
GCE O-Level - GCE O-Level
Ahmad Ibrahim Secondary School