Mikhaela Ysabel Ong
Financial Consultant
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Excellent knowledge in wealth preservation, wealth management, and investment.
Overview
3
3
years of professional experience
Work History
Financial Consultant
Prudential Assurance Company Singapore
07.2023 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Art Teacher
Artgrain Pte Ltd.
10.2021 - 11.2022
- Taught classes on painting, collage, sculpture, and color theory.
- Developed and implemented various thematic lesson plans, utilizing age-appropriate material and focusing on relevant topics.
- Documented student work in order to exhibit and celebrate learning process of each child.
- Assessed student work and provided constructive feedback.
- Provided administrative assistance by communicating with parents to reschedule missed classes, sending out fee advice to parents, and answering enquiries from parents via phone call or in-person.
Restaurant Hostess
IndoChine Group
10.2020 - 05.2021
- Watched dining area staff to evaluate server loads and calculate accurate wait times.
- Prepared dining room for service by cleaning, organizing tables and placing table settings.
- Answered customer questions about hours, seating, and menu information.
- Monitored front entrance for new guests while assisting servers by taking and delivering orders.
- Assisted managers with quickly resolving service- and food-related issues.
- Developed and maintained up-to-date knowledge of menu items and daily specials to accurately respond to customer queries.
- Relayed guest comments or suggestions to manager on duty for further action.
- Leveraged POS system to manage sales transactions, process credit cards and print receipts.
Education
Bachelor of Arts - Fine Arts
LASALLE College of The Arts
Singapore 04.2001 -
Skills
Wealth Management
Financial Planning
Group and Individual Instruction
Lesson Planning
Progress Reporting
Scheduling
Customer Service
Accomplishments
- Achieved Rookie Adviser of 2023 award.
Timeline
Financial Consultant
Prudential Assurance Company Singapore
07.2023 - Current
Art Teacher
Artgrain Pte Ltd.
10.2021 - 11.2022
Restaurant Hostess
IndoChine Group
10.2020 - 05.2021
Bachelor of Arts - Fine Arts
LASALLE College of The Arts
04.2001 -