Kenneth Chong Jun Hao
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach. Possess in-depth knowledge in wealth management, asset protection, estate planning, and investment.
Overview
2
2
years of professional experience
Work History
Management Associate
BlackBookAsia
02.2023 - 08.2023
- Developed strong relationships with clients to ensure long-term growth and loyalty for the company.
- Sorted, opened, and routed mail and deliveries to meet business requirements.
- Produced original, creative content for promotional advertisements and marketing materials.
- Researched and wrote news stories, articles, and reviews for world-renowned hotels and Michelin-starred restaurants.
- Ensured accuracy and consistency in all written materials through diligent proofreading and editing.
Financial Adviser
Prudential Assurance Company Singapore
07.2021 - 06.2022
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
- Increased client satisfaction by providing personalized financial advice and investment strategies regularly.
- Act as an intermediary between clients and the company to ensure effective communication and mutual satisfaction.
- Conduct interviews and gather information about potential clients to learn more about their unique situation.
- Provide consistent and reliable customer service to maintain and grow client base.
Education
Diploma in Business Process & Systems Engineering - Business Engineering
Temasek Polytechnic
Singapore05.2017
Skills
- Client needs analysis
- Quotes and sales
- Client Relations
- Sales expertise
Languages
English
Advanced (C1)
Chinese (Mandarin)
Upper intermediate (B2)
Basketball
Basketball is a great way to relieve stress and bond with my friends at the same time. I particularly like that basketball is a team sport as there is more satisfaction in playing as a team than winning alone, as well as the camaraderie formed through overcoming obstacles and struggles together.
Timeline
Management Associate
BlackBookAsia
02.2023 - 08.2023
Financial Adviser
Prudential Assurance Company Singapore
07.2021 - 06.2022
Diploma in Business Process & Systems Engineering - Business Engineering
Temasek Polytechnic
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