Leong Bee Guan
Summary
A hardworking individual who seeks to secure a challenging position in the organization to improve on the skill, work, and experiences
for the growth of the organization.
Overview
8
8
years of professional experience
Work History
Senior Wealth Planning Manager
DBS Pte Ltd
07.2022 - Current
- Evaluated economic trends for their impact on individual portfolios, making adjustments when necessary.
- Developed comprehensive financial plans, addressing tax minimization, estate planning, and investment strategies.
- Regularly reviewed asset allocation models based on changing market conditions and client objectives.
- Increased client satisfaction by developing tailored wealth planning strategies for high-net-worth individuals and families.
- Strengthened relationships with clients through regular communication, updates, and personalized service.
- Contact: Juno (Team head) - 9457 7628, Amy (Business Director) - 9111 3970
Police Officer
Singapore Police Force
05.2020 - 05.2022
- Talked regularly with citizens to establish rapport and become familiar presence in area.
- Supported supervisors with administrative tasks such as scheduling shifts and managing equipment inventory, increasing department efficiency and organization.
- Mentored junior officers on the importance of ethical behavior, accountability, and professionalism in their role as public servants.
- Proven ability to learn quickly and adapt to new situations.
- Contact: Wei Zhuang 9651 3570, Phor Huilin 9154 6106
Client Services Intern
State Street Bank and Trust
03.2019 - 09.2019
- Assisted in services from the middle office, custody, fund accounting, and trustee operation efficiently
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Assisted on a compliance-related Regulatory Inventory Refresh Project to map regulation to appropriate risks theme
- Organized and liaised with various Organizations pertaining to Community Service Programme and company event
- Acquired time management, interpersonal and teamwork skillset from the daily operation.
- Provided valuable input during team meetings, sharing insights gained from daily interactions with diverse clientele.
Customer Service Intern
Great Eastern Life
09.2016 - 02.2017
- Ensured 100% accuracy in data recording for clients
- Handled client enquiries and resolved concerns using established procedures, and ensured client satisfaction
- Assisted in other clerical duties such as sorting and distributing mail, sending faxes, and answering client enquiry calls.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Consistently met or exceeded performance metrics related to call handling and resolution rates.
Education
Diploma in Banking & Finance -
Nanyang Polytechnic
04.2020
Adjunct Trainer for Citi SMU Financial Literacy Programme for Young Adults -
Higher Nitec in Banking Services
04.2017
Skills
- Customer Service
- Leadership
- Teamwork
- Problem Solving
- Microsoft Office
- Interpersonal
- Communication
- Time Management
- Certified Financial Advisor (AFP & CMFAS)
Accomplishments
- Received Best Trainee, Best Ops Field and Rocket Award
- Received numerous Commanders Award Received Outstanding Officer Award Assigned as a Group Leader
- Top Regular Premium Achiever for June 2022 in North 3 Region Second Runner Up for Regular Premium,
- Q2 2022 Rising Wow Award & WOW Gold Club Top 50, 2022 BSA Emerging Star Award, 2022
Languages
English
Chinese
Timeline
Senior Wealth Planning Manager
DBS Pte Ltd
07.2022 - Current
Police Officer
Singapore Police Force
05.2020 - 05.2022
Client Services Intern
State Street Bank and Trust
03.2019 - 09.2019
Customer Service Intern
Great Eastern Life
09.2016 - 02.2017
Diploma in Banking & Finance -
Nanyang Polytechnic
Adjunct Trainer for Citi SMU Financial Literacy Programme for Young Adults -
Higher Nitec in Banking Services
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