Nur Aqilah Binte Kamalruddin
Summary
Dynamic Financial Consultant with a proven track record at Professional Investment Advisory Services, specializing in comprehensive insurance planning and client relationship development. Expert in financial investment consulting, I enhanced portfolio performance through strategic analysis and personalized advice, fostering long-term client loyalty and satisfaction. Proficient in financial software, I drive informed decision-making for diverse clients.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
14
14
years of professional experience
Work History
Financial Consultant
Professional Investment Advisory Services
05.2021 - Current
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Delivered strategic investment advice for individual and corporate clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Laboratory Technician
Ministry Of Education
09.2011 - 03.2021
- Maintained a high level of accuracy in test results by following strict quality control procedures.
- Operated basic laboratory equipment such as balances, pH meter, colorimeter, spectrophotometer, autoclave and evaporator.
- Performed testing and quality control using approved laboratory procedures and instrumentation.
- Contributed to a safe working environment by consistently following established safety procedures and guidelines within the lab setting.
- Trained and supervised junior technicians in laboratory protocols.
- Assisted in the development of new laboratory methods, leading to increased testing capabilities.
Education
Bachelor of Science - Mathematics
Singapore University of Social Science
Singapore05-2017
Skills
- Comprehensive Insurance Planning
- Financial Investment Consulting
- Retirement Financial Planning
- Proficient in Financial Software
- Analytical Problem-Solving
- Proficient in Task Management
- Analytical Problem Solving
- Client Relationship Development
Timeline
Financial Consultant
Professional Investment Advisory Services
05.2021 - Current
Laboratory Technician
Ministry Of Education
09.2011 - 03.2021
Bachelor of Science - Mathematics
Singapore University of Social Science
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