Nicholas Wong
Financial Consultant
Summary
Financial Consultant with a proven track record at Great Eastern Financial Advisers, adept in insurance planning and fostering over 80 long-term client relationships. Specializes in crafting tailored investment strategies and retirement planning, demonstrating exceptional analytical and interpersonal skills. Achieved significant client satisfaction through personalized financial solutions.
Overview
6
6
years of professional experience
Work History
Financial Consultant
Great Eastern Financial Advisers
05.2019 - Current
- Provided comprehensive financial advice and solutions to clients based on their financial goals, needs, and risk profiles.
- Conducted in-depth financial analysis and planning, including retirement, insurance, and investment strategies.
- Built and maintained over 80 long-term client relationships through consistent communication.
Education
Diploma in Business Administration - Business Administration
Singapore Polytechnic
Singapore 04.2001 -
Skills
Insurance planning
Portfolio management
Investment strategies
Retirement planning
Timeline
Financial Consultant
Great Eastern Financial Advisers
05.2019 - Current
Diploma in Business Administration - Business Administration
Singapore Polytechnic
04.2001 -
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