Loh Chuan Liang, Aloysius
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Conscientious Senior Financial Consultant with expertise in creating comprehensive financial plans tailored to meet individual needs. Passionate about providing sound financial advice and helping clients reach financial goals. Detail-oriented team player with strong organizational skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Financial Consultant
Great Eastern
06.2020 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped clients make informed decisions about financial future.
Technical Sales Intern
George Fischer Pte Ltd - GF Piping Systems
01.2019 - 07.2019
- Skilled at working independently and collaboratively in team environment.
- Worked well in team setting, providing support and guidance.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Cultivated interpersonal skills by building positive relationships with others.
- Developed and maintained courteous and effective working relationships (internal and external).
- Generation of Quotations and Sales Orders through usage of Systems Applications and Products (SAP) software.
- Tracking of Sales Team performance
Financial Consultant, Training Program
Advisors' Clique
06.2018 - 07.2018
- Facilitated presentation and recommendation of services with simulated clients.
- Alternated training methods to diversify instruction, strengthen learning opportunities, and enhance program success.
- Sales pitching and Ideas Generation
- Product Training
Education
Bachelor's of Engineering - Mechanical Engineering
Nanyang Technological University
Singapore06.2020
Diploma - Aeronautical Engineering
Singapore Polytechnic
Singapore04.2015
Skills
- Prospective Client Engagement
- Consultative Techniques
- Cold Calling
- Client Rapport-Building
- Customer Needs Assessments
- Sales Expertise
- Strategic Consulting
- Lead Generation
- Proficient in Microsoft Word, Excel and Powerpoint
Accomplishments
- Top Sales Rookie Category - 1st Runner Up (Q1 2021), and 2nd Runner Up (Q2 2021).
- Top Activity - Q3 2021, and Q3 2022.
Certification
- ChFC - Chartered Financial Consultant (1-4)
- Module 5 - Rules & Regulations for Financial Advisory
- Module 8 - Collective Investment Schemes
- Module 8A - Collective Investment Schemes II
- Module 9 - Life Insurance and Investment-Linked Policies
- Module 9A - Life Insurance and Investment-Linked Policies II
- Health Insurance Module
- General Insurance Module - Basic Insurance Concepts and Principles (BCP), Personal General Insurance (PGI), and Commercial General Insurance (ComGI)
Timeline
Senior Financial Consultant
Great Eastern
06.2020 - Current
Technical Sales Intern
George Fischer Pte Ltd - GF Piping Systems
01.2019 - 07.2019
Financial Consultant, Training Program
Advisors' Clique
06.2018 - 07.2018
Bachelor's of Engineering - Mechanical Engineering
Nanyang Technological University
Diploma - Aeronautical Engineering
Singapore Polytechnic
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