LEE SIYUN
Summary
Experienced in client relationship management and sales support in a fast-paced environment. Skilled in streamlining processes and providing valuable assistance to sales teams. Demonstrated success in driving efficiency and achieving notable accomplishments throughout my career. Eager to leverage these abilities in a new field to continue achieving success and making a meaningful impact.
Overview
7
7
years of professional experience
Work History
Personal Secretary
Fortitude Assurance Management
03.2025 - Current
- Increased executive productivity via effective coordination of schedules and appointments.
- Streamlined workflow processes by coordinating with diverse teams.
- Developed expense reports for financial oversight, identifying areas for cost reduction or optimization.
- Optimized time management by coordinating executive meetings and events.
Financial Advisor
Finexis Advisory
02.2024 - 12.2024
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to help them achieve short-term and long-term goals
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Advisor
Prudential
03.2021 - 10.2023
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Brand Ambassador
Salesworks
10.2018 - 06.2020
- Achieved targeted marketing goals by collaborating closely with team members to develop effective strategies for each campaign.
- Approached strangers and interacted in natural conversations.
Education
Diploma in Business Management -
Singapore Institute of Management
Skills
- - Microsoft word, Excel
- - Being Adaptive
- - Time management
- - Relationship building and management
- - Sales expertise
Timeline
Personal Secretary
Fortitude Assurance Management
03.2025 - Current
Financial Advisor
Finexis Advisory
02.2024 - 12.2024
Financial Advisor
Prudential
03.2021 - 10.2023
Brand Ambassador
Salesworks
10.2018 - 06.2020
Diploma in Business Management -
Singapore Institute of Management