Lynnette Tan
Summary
Dynamic leader with a proven track record at Great Eastern Financial Advisers, excelling in project management and customer relationship management. Spearheaded innovative cross-functional teams, significantly enhancing project outcomes and client portfolio performance. Mentored emerging talent, driving strategic growth and fostering unparalleled collaboration. Skilled in analytical thinking and effective communication, consistently achieving goals set.
Overview
12
12
years of professional experience
Work History
Associate Director
Great Eastern Financial Advisers
01.2023 - Current
- Led cross-functional teams to foster collaboration and enhance project outcomes.
- Took up full ownership of responsibilities in key areas other than team performance, such as recruitment drive and business projects.
- Implemented change initiatives with comprehensive communication plans to facilitate smooth transitions.
Executive Senior Manager
Great Eastern Financial Advisers
01.2018 - 12.2022
- Started a team called ELTY and groomed at least 4 Great Eastern Achievers
- Pioneered cross-functional collaboration with diverse teams within the agency to drive strategic growth.
- Saw through team projects (e.g. seminars, client appreciation) from planning stage to execution and ensured continuity.
Senior Executive Financial Consultant
Great Eastern Financial Advisers
01.2016 - 12.2017
- Took up mentorship responsibilities for agency internship programme
- Brought in a further 3 associates into the career
- Continued to excel in client facing role
Financial Consultant
Great Eastern Financial Advisers
08.2012 - 12.2015
- Built strong relationships with clients through consistent communication and exceptional customer service
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques
- Managed a diverse range of client portfolios.
Education
Bachelor of Business - Economics And Finance
Singapore Institute of Management
Singapore08-2012
Skills
- Project management
- Customer Relationship Management
- Effective communication
- Analytical thinking and problem solving
- Coaching and mentoring
Accomplishments
• 2015 - 2024 Lifetime MDRT qualifier
- 2017-2024 IDA qualifier
- 2013 - 2024 Great Eastern Lifetime Achievers
- 2019 - Appointed as in-house trainer
- 2021 - Great Eastern Top Recruiting Manager (Third)
- 2023 - Panel speaker on at Great Eastern Achiever's Day
Timeline
Associate Director
Great Eastern Financial Advisers
01.2023 - Current
Executive Senior Manager
Great Eastern Financial Advisers
01.2018 - 12.2022
Senior Executive Financial Consultant
Great Eastern Financial Advisers
01.2016 - 12.2017
Financial Consultant
Great Eastern Financial Advisers
08.2012 - 12.2015
Bachelor of Business - Economics And Finance
Singapore Institute of Management
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