
Dynamic Financial Consultant with Prudential Singapore, excelling in relationship building and client management. Achieved superior portfolio performance through strategic analysis and tax-saving initiatives. Recognized for enhancing client satisfaction and delivering tailored solutions, consistently exceeding sales targets while fostering long-term partnerships. Strong expertise in sales tracking and motivational skills drives results.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Top sales of the year ( Stream Peak)
First time qualified MDRT 2024
Achieving COT 2024 qualification