Dynamic finance intern with experience at Manulife and OCBC Bank, excelling in financial planning and client credit assessments. Proven ability in automating reporting processes and fostering client relationships. Strong attention to detail and teamwork skills, complemented by advanced Excel capabilities, driving efficiency and accuracy in financial operations.
• Financial Planning - Insurance & Investment
• Cold call and generate leads
• Shadow top financial consultants
• Prepared financial and covenant reports
• Conducted client credit assessments and supported risk analysis
• Automated monthly reporting using Excel (pivot tables, formulas)
• Managed data entry using OCBC’s internal financial systems