Ryan Ong
Senior Associate At IAM Advisory Group
Summary
Senior Associate at IAM Advisory Group with a proven track record in financial planning and client relations. Successfully built a robust client base through warm leads and referrals. Leveraging strong problem-solving skills to enhance client satisfaction and portfolio performance. Hardworking and enthusiastic about taking on exciting new challenges within the financial services industry. Great communicator with disciplined approach.
Overview
3
3
years of professional experience
3
3
years of post-secondary education
3
3
Certifications
Work History
Senior Associate
IAM Advisory Group
02.2022 - Current
- Built my client base from scratch, purely from warm leads and referrals.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on their financial portfolio.
- Collaborated with cross-functional teams to plan and drive successful completion of quarterly company events and other recruitment/sales events.
- Mentored junior associates, fostering professional growth and helping them reach their full potential.
Professional Coach
Tanglin Rugby Club
01.2022 - Current
- Currently in-charge of the U16 Touch Rugby Girls team of about 20 players.
- Study the current strategy used by top teams, package it into bite sized weekly trainings.
- Conducted assessments of player progress, adjusting my coaching strategies as needed for optimal team results.
- Collaborated with other pro and head coaches to broaden my coaching expertise and to offer my team the best training environment and experience possible.
Education
Diploma - Mechanical Engineering
Singapore Polytechnic
Singapore 04.2016 - 04.2019
Skills
Financial planning
Client relations
Problem-solving
Sales expertise
Certification
IBF Certified
Touch Football Player
Represented Singapore in the Youth Touch World Cup 2018 in the U20 Mens Category and Subsequently Touch World Cup 2024 in the Men's Open Category. Currently an active contributor to the community in the form of coaching and refereeing, and also hold an advisor position in one of the top touch football clubs in Singapore, Todaks Touch Football Club.
Timeline
Senior Associate
IAM Advisory Group
02.2022 - Current
IBF Certified
02-2022
CMFAS Papers (M9, M9A, M5, HI)
02-2022
Representative of HSBC Life
02-2022
Professional Coach
Tanglin Rugby Club
01.2022 - Current
Diploma - Mechanical Engineering
Singapore Polytechnic
04.2016 - 04.2019
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