Kenneth Teo
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. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Detail-oriented Content Creator with extensive knowledge of CapCut Pro use and digital marketing. Committed to unique and aesthetically pleasing content with a talent for adapting to changing markets. Successful at posting frequently and using content management systems.
Overview
5
5
years of professional experience
Work History
Content Creator Assistant
The Smart Local
02.2024 - Current
- Created content for websites and online publications.
- Created dynamic graphics and pieces to increase website and social media traffic.
- Produced original, creative content for promotional advertisements and marketing materials.
Financial Advisor
AIA Singapore
09.2020 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- 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.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Account Executive - Payables and Receivables
Neo Group Pte Ltd
08.2019 - 08.2020
- Maintained records by imaging invoices, debits, and credits.
- Matched purchase orders with invoices and recorded necessary information.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Maintained account accuracy by reviewing and reconciling checks monthly.
Education
Degree in Economics And Finance -
RMIT Singapore
Singapore07.2019
Diploma in Business Studies -
SIM
08.2017
Skills
- Making Insurance Decisions
- Sales Expertise
- Financial Knowledge
- Video Editing
- Social media proficiency
- Trend Monitoring
- Google Drive
- Deadline Attainment
- Social Media Platforms
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Content Creator Assistant
The Smart Local
02.2024 - Current
Financial Advisor
AIA Singapore
09.2020 - Current
Account Executive - Payables and Receivables
Neo Group Pte Ltd
08.2019 - 08.2020
Degree in Economics And Finance -
RMIT Singapore
Diploma in Business Studies -
SIM
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