Nicholas Liang
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
9
9
years of professional experience
Work History
Client Advisor
UOB Bank
09.2022 - 07.2023
- Developed and maintained strong relationships with clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Studied financial documents to identify potential areas needing improvement.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Created financial models to analyze and evaluate investment strategies.
- Advised clients on investments, retirement and estate planning.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Deputy Team Head
DBS Bank
07.2015 - 02.2022
- Achieve sales targets by providing wealth management solutions such as unit trusts, mortgages, structured deposits, endowments and investment-linked policies
- Conducted interviews to hire efficient and capable individuals to join the team
- Worked side by side with the branch Team Head to co-lead the team for meetings, training, joint appointments and coaching
- Identified and maximized sales opportunities while ensuring customer satisfaction
- Worked to ensure a positive and hassle-free customer experience by settling any customer disputes in a professional and pleasant manner
- FY2021 saw me achieving 200% of my KPI revenue target as a Deputy Team Head with an average of 57k revenue & 140k APE per month
- My revenue ranking for FY2021 was 14th out of a total of 700 Wealth Planning Managers and Wealth Planning Managers (Insurance Specialists) in the entire DBS mass banking platform.
Personal Banking Associate
UOB Bank
05.2014 - 02.2015
- Provide sound wealth management and financial advisory services to clients
- Offer wealth management solutions such as endowments
Education
Bachelor of Science - Business Management (Finance)
SIM RMIT
Singapore2013
Diploma - Biomedical Engineering
Ngee Ann Polytechnic
Singapore2009
Skills
- Ability to Work Under Pressure
- Adaptability
- Excellent Communication Skills
- Leadership
- Dedicated team player
- Client Relationship Management
- Investment Analysis
Additional Information
- 2021-2022: West 3 Region Platinum Award APE x 2, Platinum Award Revenue x 9, Gold Award APE x 9, Gold Award Revenue x 3, Unit Trust Award x 1, Mortgage Volume Gold Award x 1, Holistic Planner Award x 2, Top APE Award 1st Place x 3, Q2 Revenue 2nd Place x 1, Q2 Revenue Trophy x 1, Q3 APE 3rd Place x 1, Q3 Revenue 2nd Place x 1, Q4 APE 1st Place x 1, H1 Top Revenue 2nd Place x 1 WOW 100k APE Award x 12, Quarterly 100 Club Top 40 Achieving >$350k APE Award x 3, Quarterly 100 Club Top 40 Trophy x 3 Brilliant Star Award Q1 Silver, Q2 Gold, Q3 Gold, Q4 Gold, H2 Gold
- 2020: West 3 Region Gold Award APE x 5, Silver Award APE x 2 DBS Bank Excellent Service Award 2020 Platinum x 1 Brilliant Star Award Q4 Silver x 1
- Promotion of corporate rank from Associate to Senior Associate
- Promotion of job title from Senior Wealth Planning manger to Deputy Team Head
- 2019: West 3 Region Gold Award APE x 6, Silver Award APE x 2, Elite Award 100k APE x 6 Brilliant Star Award Q1 Gold, Q2 Bronze, Q3 Gold, Q4 Bronze
- Promotion of corporate rank from Analyst to Associate
- 2018: West 3 Region Gold Award APE x 5, Silver Award APE x 2, Elite Award 100k APE x 5, Q2 Top Revenue Producer Trophy x 1
- 2017: West 3 Region Silver Award APE x 3
- Promotion of job title from Wealth Planning Manager to Senior Wealth Planning Manager
- 2016: West 3 Region Silver Award APE x 2
- 2015: West 3 Region Rookie Silver Award APE x 1, Silver Award APE x 1
Timeline
Client Advisor
UOB Bank
09.2022 - 07.2023
Deputy Team Head
DBS Bank
07.2015 - 02.2022
Personal Banking Associate
UOB Bank
05.2014 - 02.2015
Bachelor of Science - Business Management (Finance)
SIM RMIT
Diploma - Biomedical Engineering
Ngee Ann Polytechnic
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