LEONA FUI TZE LEONG
Singapore
Summary
Motivated personal financial consultant with experience advising clients on investment strategies, retirement planning and financial planning.
Committed to achieving clients' short and long-term goals and customizing strategies around clients' needs and priorities.
Overview
11
11
years of professional experience
Work History
Personal Financial Consultant
OCBC Bank
01.2023 - Current
- Built strong relationships with clients through regular communication, trust, and understanding of their financial goals.
- Presented financial plans and investment recommendations to clients.
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
- Increased client satisfaction by providing exceptional customer service and promptly addressing questions or concerns.
- Improved overall branch performance by contributing to team sales goals and proactively seeking new business opportunities through work place banking events and referrals.
- Greeted customers and delivered information about new account processes.
- Assisted customers with mortgage loan applications and other request.
Supervisor
Adidas Singapore PTE LTD
09.2015 - 12.2022
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows
- Created successful work schedules for each team member to maintain deadlines and fully staff shifts
- Evaluated employee performance and coached and trained to improve weak areas
- Developed training, task and process guidelines and communicated clear directions to employees
- Audited and documented all processes and procedures for SOM standards
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs
- Set overall vision and provided team leadership
- Achieve sales target and contribution.
Sales Executive Intern
Robinsons Co.
01.2014 - 06.2014
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance
- Used POS system to enter orders, process payments, and issue receipts.
Education
Bachelor's - Hospitality/Tourism/Hotel, Tourism and Leisure
NATIONAL PENGHU UNIVERSITY SCIENCE AND TECHNOLOGY
06.2015
High school or equivalent - Business
Catholic High School
11.2010
Skills
- Financial product knowledge
- Processes and Procedures
- Operations management
- Risk Management
- Customer Service
- Teamwork and Collaboration
- Account Management
- Problem Resolution
Languages
Chinese (Mandarin)
Bilingual or Proficient (C2)
English
Advanced (C1)
Malay
Intermediate (B1)
Timeline
Personal Financial Consultant
OCBC Bank
01.2023 - Current
Supervisor
Adidas Singapore PTE LTD
09.2015 - 12.2022
Sales Executive Intern
Robinsons Co.
01.2014 - 06.2014
Bachelor's - Hospitality/Tourism/Hotel, Tourism and Leisure
NATIONAL PENGHU UNIVERSITY SCIENCE AND TECHNOLOGY
High school or equivalent - Business
Catholic High School
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