Summary
Overview
Work History
Education
Skills
Timeline
Generic

LEO JELIE OR

Summary

Enthusiastic eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of all task being assigned and solve with all skills learn over the years. Motivated to learn, grow and excel in all industries that i have been in and excel in them.

Overview

16
16
years of professional experience

Work History

ASSOCIATE FINANCIAL SERVICE MANAGER

ALPHA WEALTH FINANCIAL ADVISERS
03.2020 - Current
  • Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
  • Developed improvement plans to continuously develop individual and group performance, knowledge and abilities.
  • Sourcing of potential candidate through careerfuture to recruit new Financial adviser


COVID-19 Swabbing Nurse

PARKWAY SHENTON
02.2021 - 10.2021
  • Performed nasal swabs to extract specimens for COVID-19 testing.
  • Handled and stored samples for future lab transfer and diagnosis.
  • Assessed patient vitals prior to procedure to ascertain state of health.
  • Adhered to appropriate standards, protocols and PPE requirements, lending resources to improve patient understanding.
  • Leveraged feedback and process improvement opportunities to create safer and healthier environment and increase patient satisfaction.
  • Participated in Infection Prevention Control policy committee to discuss policies, propose revisions and implement changes.
  • Educated and update swabbers on updated procedures and protocols
  • Guiding of new employees and donning and doffing procedures, checking on ARIs systems and contraindications.
  • Conducted ongoing monitoring and evaluations of swabbers performances and doing competency checks.
  • Reported findings to upper management after conducting routine restraint audits and worked with team to devise corrective actions for deficiencies.

Swabber

HEALTH PROMOTION BARD
05.2020 - 02.2021
  • Performed nasal, oral, middle turbinate and artigen rapid swabs to extract specimens for COVID-19 testing.
  • Adhered to appropriate standards, protocols and PPE requirements, lending resources to improve patient understanding.
  • Handled and stored samples for future lab transfer and diagnosis.

MANAGING DIRECTOR

BRAINMAN ALLIANCES
12.2016 - 08.2017
  • Drove strategic improvements to enhance operational and organizational efficiencies.
  • Aligned department vision, goals and objectives with company strategy to achieve consistently high results.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Produced regular reports to evaluate performance, adjust strategies and maintain agile, sustainable operations.
  • Developed and implemented strategies to provide high-quality, creative and integrated business services.
  • Partnered with vendors and suppliers to effectively manage and budget.
  • Led change and transformation across all business areas to deliver benefits and align company resources.
  • Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
  • Provided documentation of all processes to comply with regulations and company policies.
  • Assessed performance management structures and implemented enhancements to improve frameworks and strengthen results.
  • Established personnel performance metrics to encourage efforts toward common goals.
  • Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
  • Delivered leadership to executive team dedicated to driving ambitious targets with well-orchestrated plans.
  • Developed and optimised organisational systems to boost efficiency and keep operations scalable and agile for changing demands.
  • Oversaw and improved deliveries through proactive coordination of daily operations.

Senior Financial Advisor

PRUDENTIAL ASSURANCE SINGAPORE
08.2013 - 05.2015
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Performed due diligence and valuation processes.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.

Financial Consultant

MANULIFE SINGAPORE
05.2013 - 03.2014
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Performed due diligence and valuation processes.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.

Customer Service Officer

CHOON HUAT ENGINEERING
09.2012 - 05.2013
  • Conferred with customers about concerns with products or services to resolve problems and drive sales.
  • Promoted company brand and unique offerings through personalized customer service.
  • Assisted call-in customers with questions and orders.
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances.
  • Established and prepared accurate customers accounts to complete new purchases.

Slot Ambassador

RESORTS WORLD SENTOSA
11.2009 - 08.2012
  • Performed minor repairs and made adjustments to slot machines to resolve common problems, including coin jams and machine tilts.
  • Coordinated, managed and organized special projects relevant to new machine installations, conversions, slot moves, player tracking and signs.
  • Patrolled assigned areas to verify players adherence to regulations and proper machine function.
  • Responded to inquiries by addressing player questions about game operations, machine functions and payouts.
  • Preserved safe and clean gaming floor to protect customers and business interests.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Identified issues, analyzed information and provided solutions to problems.

Customer Service Supervisor

ASIASOFT ONLINE
06.2008 - 11.2009
  • Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
  • Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
  • Developed documentation and logs of implemented solutions and generated and submitted reports.
  • Actively supported service associates by quickly responding to questions via email and finding appropriate solutions to customer issues.
  • Compiled and analyzed customer feedback data to develop new strategies and corrective action.

Education

High School Diploma -

MDIS
SINGAPORE

Skills

  • Critical Thinking
  • Attention to Detail
  • First Aid
  • Infection Control Process Coordination
  • Motivated team player
  • Performance improvement
  • Adaptable to Changing Conditions
  • Time Management

Timeline

COVID-19 Swabbing Nurse

PARKWAY SHENTON
02.2021 - 10.2021

Swabber

HEALTH PROMOTION BARD
05.2020 - 02.2021

ASSOCIATE FINANCIAL SERVICE MANAGER

ALPHA WEALTH FINANCIAL ADVISERS
03.2020 - Current

MANAGING DIRECTOR

BRAINMAN ALLIANCES
12.2016 - 08.2017

Senior Financial Advisor

PRUDENTIAL ASSURANCE SINGAPORE
08.2013 - 05.2015

Financial Consultant

MANULIFE SINGAPORE
05.2013 - 03.2014

Customer Service Officer

CHOON HUAT ENGINEERING
09.2012 - 05.2013

Slot Ambassador

RESORTS WORLD SENTOSA
11.2009 - 08.2012

Customer Service Supervisor

ASIASOFT ONLINE
06.2008 - 11.2009

High School Diploma -

MDIS
LEO JELIE OR