Kai Sheng obtained his Diploma in Mechanical Engineering from Ngee Ann Polytechnic, however his aspiration to succeed in the finance sector has resulted in his rise as a wealth manager. He has attained various certifications from organizations such as the Institute of Banking and Finance in order to maintain competence in his area of expertise. Kai Sheng endeavours to stay in the vanguard of business trends and is continuously working to keep abreast of the newest advancements related to the field.
Kai Sheng specializes in helping individuals and businesses to achieve their financial goals. He is experienced in managing investments, planning retirement, and reducing taxes. With his experience and knowledge, Kai Sheng has been able to help many of his clients attain financial prosperity. He works tirelessly to provide quality and tailored services that are tailored to meet his client’s individual needs.
With their great communication and negotiating skills, Kai Sheng has the ability to make complicated insurance policies easy for clients to understand, as well as get the best coverage at the best price. They are always available to answer questions and concerns, and are known for their reliability in delivering prompt services and support.
In addition to his work as a wealth manager, Kai Sheng is also committed to serving his community. He regularly volunteers his time and expertise to causes he believes in. From helping local businesses to providing financial counseling to those in need, Kai Sheng is a driven advocate for economic change in his community.
Hi, I’m
Liang Kai Sheng
Summary
Overview
8
years of professional experience
1
Certification
Work History
Prudential Financial
Wealth Manager
10.2022 - Current
Job overview
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Collaborated with tax professionals and attorneys to optimize clients'' wealth preservation strategies.
- Conducted thorough analyses of market trends and economic indicators to inform investment recommendations.
- Implemented tax-efficient investment strategies to maximize after-tax returns for clients.
- Negotiated favorable terms on behalf of clients in complex transactions involving real estate, private equity, and other alternative investments.
- Assisted clients with multi-generational wealth transfer by creating customized estate plans that minimized tax liability while maintaining family harmony.
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Monitored and updated financial plans to comply with client goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Advised clients on investments, retirement and estate planning.
- Assisted clients with budgeting and cash flow management.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Singtel
Sales Promoter
10.2019 - 05.2020
Job overview
- Increased customer interest by conducting engaging product demonstrations and providing detailed information on features and benefits.
- Boosted sales performance through effective communication of promotional offers and persuasive selling techniques.
- Developed rapport with customers, resulting in repeat business and loyalty to the brand.
- Collaborated with store management to create eye-catching displays that attracted customer attention and promoted products effectively.
- Maintained up-to-date knowledge of industry trends, enabling the provision of relevant advice to customers seeking guidance on product selection.
- Provided exceptional customer service, addressing inquiries promptly and ensuring a positive shopping experience for all patrons.
- Supported team members in achieving collective sales goals through collaboration, encouragement, and sharing best practices.
- Implemented innovative sales approaches to overcome objections from potential customers, ultimately securing their commitment to purchase.
- Utilized social media platforms for promotional purposes, attracting new clientele while maintaining relationships with existing customers.
- Trained new team members in sales techniques and company protocols, fostering an environment of continuous learning and professional development.
- Analyzed data obtained from consumer feedback surveys, identifying areas for improvement in marketing efforts or product offerings.
- Managed time efficiently to maximize productivity during peak hours while also dedicating sufficient resources toward administrative tasks when required.
- Ensured accurate inventory control by conducting regular stock checks, updating records as needed, and informing management of any discrepancies.
- Evaluated competitor offerings and strategies, using this information to develop targeted approaches for differentiating our brand in the eyes of the consumer.
- Assisted in resolving customer complaints or concerns professionally while maintaining a focus on preserving long-term relationships.
- Communicated effectively with internal team members, management, and representatives from other departments, ensuring a cohesive collaboration toward shared goals.
- Identified interest in customers by explaining products and services and initiating conversations.
- Recommended specific product options to meet customer needs.
- Communicated clearly and displayed positive energy and professional outward appearance to foster welcoming environment.
- Engaged consumers in stores, on sidewalks and at outdoor events to encourage product sampling.
- Provided coupons, product samples and informational brochures to customers.
- Worked within retail environments to boost product awareness, meeting and exceeding established sales goals.
- Created and perfected various pitch promotions to attract customers toward products.
- Requested contact information from potential customers to provide additional information.
- Resolved customer issues and concerns by listening attentively, identifying root issue and implementing best resolution possible.
- Engaged customers and complied with company script requirements to promote and increase product sales.
Marina Bay Sands
Guest Service Agent
11.2015 - 04.2019
Job overview
- Enhanced guest satisfaction by addressing concerns and providing prompt resolutions.
- Streamlined check-in processes for increased efficiency and reduced wait times.
- Maintained a clean and welcoming lobby, ensuring a positive first impression for guests.
- Assisted guests with reservations, modifications, and cancellations to meet their travel needs.
- Provided personalized recommendations for attractions and dining options in the area, enhancing guest experiences.
- Participated in ongoing training programs to stay current on industry trends and best practices in hospitality services.
- Ensured compliance with all safety regulations by conducting regular walkthroughs of public spaces within the hotel.
- Improved guest experience scores by consistently delivering exceptional service through active listening skills.
- Contributed towards an overall increase in online review ratings by providing prompt assistance whenever required.
- Greeted guests upon arrival and offered assistance.
- Maintained consistent positive customer feedback.
- Investigated guest challenges and sources of dissatisfaction to offer timely resolution.
Guardian
Sales Promoter
11.2016 - 11.2016
Job overview
- Increased customer interest by conducting engaging product demonstrations and providing detailed information on features and benefits.
- Boosted sales performance through effective communication of promotional offers and persuasive selling techniques.
- Developed rapport with customers, resulting in repeat business and loyalty to the brand.
- Provided exceptional customer service, addressing inquiries promptly and ensuring a positive shopping experience for all patrons.
Education
Ngee Ann PolytechnicSingapore
High School Diploma
04.2019
University Overview
Participated in Business China Youth Showdown 2017.
Participated in multiple CCA bonding camps as Group leader.
Participated as a sub-committee for planning and organizing bonding camps and activities.
Participated in NDP parade as Group leader as crowd motivators.
Skills
- Retirement Planning
- Financial Auditing
- Investment Strategies
- Portfolio Management
- Financial Planning
- Market Analysis
- Lead Prospecting
- Performance Attribution
- Client Retention
- Asset Allocation
- Cash Flow Management
- Estate Planning
- Business Development
- Portfolio Diversification
- Quantitative Analysis
- Client Education
Certification
- ChFC - Chartered Financial Consultant
- Licensed Life Insurance Agent
- Licensed Corporate Insurance Agent
- Licensed General Insurance Agent
- IBFQ Certified
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Wealth Manager
Prudential Financial
10.2022 - Current
Sales Promoter
Singtel
10.2019 - 05.2020
Sales Promoter
Guardian
11.2016 - 11.2016
Guest Service Agent
Marina Bay Sands
11.2015 - 04.2019
Ngee Ann Polytechnic
High School Diploma
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