Khoo Ming Hui Ethan
Summary
Motivated Asset and Wealth Management Trainee eager to advance professionally and contribute to business success. Exceptional leadership and planning abilities, ready to learn more about the finance industry from experienced professionals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Asset and Wealth Management Trainee
Advisors Alliance Group
05.2024 - Current
- Gained comprehensive knowledge of various investment types, including derivatives and structured products, as well as understanding investment regulations and market rules.
- Assess clients' financial situation and goals.
- Develop personalized financial strategies and investment plans.
- Monitor and review client portfolios to ensure alignment with financial objectives.
- Educate clients on various financial products and services.
- Received Singapore FinTech Association Excellence Award for outstanding presentation on how FinTech affects financial services.
- Attended training courses and talks daily to build understanding of processes, techniques, and industry.
- Interacted with customers under supervision to support operational objectives.
- Developed strong working relationships with trainees, fostering a supportive learning environment.
- Completed comprehensive training modules to gain proficiency in industry-specific software, contributing to more efficient project execution.
- Contributed ideas in brainstorming sessions, leading to innovative solutions for project challenges.
- Participated in industry workshops and seminars, continuously expanding professional knowledge and skills.
- Engaged in problem-solving activities with peers to develop critical thinking skills, enhancing team resilience.
Data Collection Officer
Ministry of Manpower
02.2024 - 04.2024
- Collected financial and training data from companies based in Singapore through multiple surveys.
- Performed approximately 60 outbound calls a day.
- Learned customer service skills, how to handle angry and impatient respondents.
- Enhanced data accuracy by diligently reviewing and validating collected information.
- Consistently met deadlines under tight constraints by utilizing effective time management techniques and consistently updating managers on progress.
- Data entry of completed surveys into Microsoft Excel and Word.
- Adhered to strict confidentiality guidelines while handling sensitive or proprietary information during the data collection process.
Data Management Specialist
Singapore Armed Forces
09.2022 - 01.2024
- Liaised with the manpower division across all units to provide updates on new officer postings.
- Managed large datasets (>1000 rows of data) by sorting and cleaning the data to facilitate easier analysis for senior management.
- Created detailed portfolio documents for individual officers to enable straightforward comparison and analysis.
- Monitored and ensured that no officer was assigned more than one posting simultaneously.
- Extensively utilized Excel and Word for data analysis, documentation, and reporting.
- Gained a deep understanding of the complex operational systems and behind-the-scenes processes within the army.
Education
GCE A-LEVEL -
Yishun Innova Junior College
3 Yishun Ring Road, Singapore 76867512.2021
GCE O-LEVEL -
Saint Joseph's Institution (Independent)
38 Malcolm Road, Singapore 30827412.2019
Skills
- Asset Management
- Wealth Management
- Investment strategies
- Portfolio Management
- Leadership Qualities
- Team Collaboration
- Data Entry
- Data accuracy
- Fast Typing Speed
- Customer Service-Oriented
- Strong Problem Solver
- Spreadsheet Management
Certification
- Financial Markets - Yale University, (7-week online course)
- Private Equity and Venture Capital - Bocconi University, (5-week online course)
- Social Impact Strategy - University of Pennsylvania, (4-week online course)
- CMFAS papers (HI, M9A, M9, RES5)
Timeline
Asset and Wealth Management Trainee
Advisors Alliance Group
05.2024 - Current
Data Collection Officer
Ministry of Manpower
02.2024 - 04.2024
Data Management Specialist
Singapore Armed Forces
09.2022 - 01.2024
GCE A-LEVEL -
Yishun Innova Junior College
GCE O-LEVEL -
Saint Joseph's Institution (Independent)
- Financial Markets - Yale University, (7-week online course)
- Private Equity and Venture Capital - Bocconi University, (5-week online course)
- Social Impact Strategy - University of Pennsylvania, (4-week online course)
- CMFAS papers (HI, M9A, M9, RES5)
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