Nithya Rathina
Summary
A motivated financial advisor experienced in providing clients with optimal assistance in financial planning. Able to work independently and in teams. Detail-oriented with a strong passion for mathematics and statistics. Aspiring to obtain an opportunity in the data analytics field.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Advisor
Credence (Great Eastern)
08.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed a comprehensive financial plan that identified key areas of focus and outlined steps to achieve long-term financial goals
- Successfully created financial portfolios for a range of clients
- Educated clients on insurance policies and procedures and provided suitable recommendations.
Management Associate
Credence (Great Eastern)
06.2022 - 07.2022
- Developed a marketing strategy and branding ideas for the agency as a team with other associates
- Worked under mentors to enhance financial literacy and learn about risk management and wealth management
- Gained exposure to the financial services industry
Education
Bachelor of Science - Mathematics and Economics
Singapore Institute of Management
Singapore08.2022
Skills
- Probability & Statistics
- Market Research
- Financial Services
- Microsoft Excel
- Administration
- Problem Solving
- Communication
Certification
CMFAS- Licensed Financial Advisor
Timeline
Financial Advisor
Credence (Great Eastern)
08.2022 - Current
Management Associate
Credence (Great Eastern)
06.2022 - 07.2022
Bachelor of Science - Mathematics and Economics
Singapore Institute of Management
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