RUI LIANG KOH
Summary
Detail-oriented Senior Financial Consultant 8 years of experience enhancing profitability goals. Resourceful team player surpassing targets for creating new business opportunities. Maintained strong member relations tailoring solutions specific to individual needs. With strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-dept understanding of financial products and services. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Financial Services Representative
Great Eastern Financial Advisers
09.2016 - Current
- Established profitability goals, recognizing wealth management needs and generating new business opportunities.
- Developed comprehensive financial plans to assist clients in achieving their long-term goals.
- Stayed current on industry trends and regulations to provide accurate, up-to-date advice for clients'' financial planning needs.
- Gathered member information and discussed appropriateness of plan and investment opportunities.
- Built strong relationships with clients, fostering trust and loyalty through exceptional service.
- Mentored junior representatives, sharing industry knowledge and best practices for career development.
- Managed a diverse range of client portfolios, tailoring investment strategies based on individual needs and preferences.
- Conducted regular portfolio reviews with clients, identifying areas for improvement or adjustments based on changing circumstances.
- Enhanced client satisfaction by providing personalized financial advice and recommendations.
- Developed and implemented risk management strategies to minimize financial losses.
- Analyzed member's current and future financial needs, producing beneficial product recommendations.
Education
No Degree - DIPLOMA IN MANUFACTURING ENGINEERING
NANYANG POLYTECHNIC
180 ANG MO KIO AVE 8 SINGAPORE 56983004.2014
Skills
- Retirement planning
- Portfolio Management
- Cash Flow Forecasting
- Wealth Management
- Asset Allocation
- Fixed Income Analysis
- Financial Planning
- Estate Planning
- Customer Relationship Building
- Customer Relationship Management
- Financial Services
- Life Insurance
Accomplishments
- MEMBER OF MILLION DOLLAR ROUND TABLE 2021,2022
-GREAT EASTERN ACHIEVERS CLUB 2021,2022
-INTERNATIONAL DRAGON AWARD 2021
Certification
-CFMAS (M5) RULES AND REGULATIONS FOR FINANCIAL ADVISORY SERVICES
-CFMAS (M9) LIFE INSURANCE AND INVESTMENT-LINKED POLICIES
-CFMAS (M9A) LIFE INSURANCE AND INVESTMENT-LINKED POLICIES II
-CFMAS (HI) HEALTH INSURANCE
-CFMAS (M8) COLLECTIVE INVESTMENT SCHEMES
-CFMAS (M8A) COLLECTIVE INVESTMENT SCHEMES II
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Advanced (C1)
Timeline
Senior Financial Services Representative
Great Eastern Financial Advisers
09.2016 - Current
No Degree - DIPLOMA IN MANUFACTURING ENGINEERING
NANYANG POLYTECHNIC
-CFMAS (M5) RULES AND REGULATIONS FOR FINANCIAL ADVISORY SERVICES
-CFMAS (M9) LIFE INSURANCE AND INVESTMENT-LINKED POLICIES
-CFMAS (M9A) LIFE INSURANCE AND INVESTMENT-LINKED POLICIES II
-CFMAS (HI) HEALTH INSURANCE
-CFMAS (M8) COLLECTIVE INVESTMENT SCHEMES
-CFMAS (M8A) COLLECTIVE INVESTMENT SCHEMES II
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