MAVIS NG
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
11
11
years of professional experience
Work History
Senior Financial Consultant
OCBC BANK
03.2023 - Current
- Increased client satisfaction by providing expert financial advice and personalized investment strategies.
- Developed comprehensive financial plans for clients, leading to significant wealth growth over time.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Personal Financial Consultant
OCBC Bank
03.2022 - 03.2023
- Enhanced client financial stability by developing tailored investment strategies and retirement plans.
- Built strong relationships with clients through regular communication, trust, and understanding of their financial goals.
- Maximized investment returns for clients by identifying suitable portfolio allocations and implementing risk management practices.
- Increased client satisfaction by providing exceptional customer service and promptly addressing questions or concerns.
Digital Ambassador
OCBC Bank
05.2018 - 03.2022
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Promote and encourage digital services at banking hall
Service Ambassador
OCBC Bank
05.2015 - 05.2018
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Provide one stop solutions
- Maintained a welcoming environment with attentive assistance to customers'' needs.
- Streamlined processes for efficient service delivery, reducing wait times for clients.
Bank Teller
OCBC Bank
05.2013 - 05.2015
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries..
- Enhanced branch sales through cross-selling bank products and services to customers.
Education
Bachelor of Business - Banking And Finance
Murdoch University
Singapore04.2020
Diploma in Biomedical Science - Science
Republic Polytechnic
Singapore, Null, Singapore04.2013
O Level -
Hougang Secondary School
Singapore, Null, Singapore01.2010
Skills
- Insurance : M5, M9, HI
- Microsoft word, excel and powerpoint
- Financial Planning
- Time Management
Timeline
Senior Financial Consultant
OCBC BANK
03.2023 - Current
Personal Financial Consultant
OCBC Bank
03.2022 - 03.2023
Digital Ambassador
OCBC Bank
05.2018 - 03.2022
Service Ambassador
OCBC Bank
05.2015 - 05.2018
Bank Teller
OCBC Bank
05.2013 - 05.2015
Bachelor of Business - Banking And Finance
Murdoch University
Diploma in Biomedical Science - Science
Republic Polytechnic
O Level -
Hougang Secondary School
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