Laureen Tan
Summary
Dynamic Senior Financial Consultant with a proven track record at Prudential Singapore, enhancing client wealth through expert portfolio management and personalized investment strategies. Excelled in data analytics and customer service, achieving significant client satisfaction. Skilled in multitasking and organization, adept at fostering long-term client relationships and delivering impactful presentations.
Overview
13
13
years of professional experience
Work History
Senior Financial Consultant
Prudential Singapore
03.2018 - Current
- Conducted in-depth market research and analysis, identifying new investment opportunities for clients.
- Increased client satisfaction by providing expert financial advice and personalized investment strategies.
- Optimized portfolio performance by regularly reviewing investments and adjusting allocations based on market conditions.
- Delivered engaging presentations at industry conferences, showcasing expertise and attracting new clients.
- Developed customized training programs for junior consultants to enhance their knowledge of industry best practices.
- Helped clients make informed decisions about financial future.
- Studied financial documents to identify potential areas needing improvement.
- Assisted clients with budgeting and cash flow management.
- Established strong relationships with clients, fostering long-term partnerships and repeat business.
- Developed comprehensive financial plans for clients, leading to significant wealth growth over time.
Sales Marketing Manager
Old 60s'
04.2012 - 08.2019
- Planned the duties and supervised the team
- Liaising with external vendors to take up event
SMU FYP - Digital Onboarding Platfor
Coty
07.2017 - 04.2018
- Developed an interactive web application that digitalize the employee on-boarding process at COTY
- Built an E-learn platform with games and analysis of user performance using c#, Javascript, CSS
Application Developer(Intern)
Init Service Solutions
04.2017 - 07.2017
- Collaborated with stakeholders regarding project capabilities and limitations to deliver optimal functionality.
- Used ASP.NET, JavaScript and SQL Server to develop new applications.
- Wrote code for database applications.
- Collaborated with cross-functional teams to design and develop high-quality applications for various industries.
- Worked closely with clients throughout the development process to gather feedback, ensuring that final products met their expectations.
- Resolved system test and validation problems to provide normal program functioning.
- Delivered support training to help customers learn key features of applications.
Event Management Assistance(Intern)
ISACA Singapore Chapter
03.2014 - 06.2014
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a IT industry, applying learned concepts directly into relevant work situations.
- Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
- Participated in workshops and presentations related to projects to gain knowledge.
- Sorted and organized files, spreadsheets, and reports.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Education
Bachelor of Science - Information System
Singapore Management University
Singapore05-2019
Diploma in Business Informatics -
Nanyang Polytechnic
Singapore05-2015
Skills
- Portfolio management
- Data analytics
- Problem-solving
- Customer service
- Time management
- Attention to detail
- Multitasking and organization
- Verbal and written communication
- Insurance sales
- Client relations
- Sales and marketing
- Stress management
Accomplishments
- Qualified 4 Quality Elites Club, 1 Starclub and 1 Million Dollar Round Table during the last 6 years in Prudential
- Promoted to Senior Financial Consultant in 2022
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Senior Financial Consultant
Prudential Singapore
03.2018 - Current
SMU FYP - Digital Onboarding Platfor
Coty
07.2017 - 04.2018
Application Developer(Intern)
Init Service Solutions
04.2017 - 07.2017
Event Management Assistance(Intern)
ISACA Singapore Chapter
03.2014 - 06.2014
Sales Marketing Manager
Old 60s'
04.2012 - 08.2019
Bachelor of Science - Information System
Singapore Management University
Diploma in Business Informatics -
Nanyang Polytechnic
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