SAMUEL POH
Summary
I am a responsible and hardworking individual who is not afraid to face new challenges. I am always looking forward to learn new things and adapt myself to my surroundings in any situation. I like to find new ways to solve problems and reflect on what I can do to be better.
Overview
12
12
years of professional experience
17
17
years of post-secondary education
Work History
Financial Advisor
SG Alliance
06.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Consultant
Prudential Assurance Co Singapore
12.2021 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs
- Facilitated presentation and recommendation of services by optimizing client relationships
- Assisted clients with estate planning to organize distribution of assets based on client wishes
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Brand Ambassador
Zeal Organization
11.2020 - 11.2021
- Increased brand awareness through event marketing, demonstrations, sales, and brand promotion
- Approached strangers and interacted in natural conversation with goal of developing brand loyalty
- Engaged, educated, and befriended customers to deliver amazing shopping experience
- Communicated product information with confidence and educated consumers about company.
Social Media Executive
Trelliswork Pte Ltd
02.2018 - 10.2020
- Developed marketing content such as blogs, promotional materials, and advertisements for social media
- Designed and implemented social media strategies to align with business goals
- Developed and implemented tracking systems to measure results of posts and campaigns
- Analyzed marketing plan and social media strategies to identify strategic weaknesses and make recommendations for improvements.
Accountant Intern
GRANVISION D'sign Pte Ltd
10.2012 - 09.2016
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable
- Maintained strict client confidentiality in personal, telephone and email interactions to comply with preset standards and regulations
- Analyzed account information and reconciled financial discrepancies to maintain records integrity and compliance
- Reviewed and paid vendor invoices monthly
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
Education
Bachelor of Science - Business Management With Industrial Placement
University of Birmingham, Singapore Institute Of Management
04.2001 - 05.2018
High School Diploma - undefined
Singapore Institute of Management
O Levels -
Dunman Secondary School
N Levels - undefined
Dunman Secondary School
Skills
Retirement Needs
Adobe Photoshop(beginner stage)
Adobe Illustrator
Retirement planning
Financial Planning
Microsoft Excel sheet to create illustrations for clients
Financial Management and Reporting
Managing Wealth
Retirement Needs
Accomplishments
- Best Solider in Company(2016)
- RSM coin (2016)
- 1st in National "B" Division Basketball (2011)
- 1st runner up in East Division B Division Basketball(2011)
- 2nd Runner up in National B division Basketball(2010)
Timeline
Financial Advisor
SG Alliance
06.2024 - Current
Financial Consultant
Prudential Assurance Co Singapore
12.2021 - Current
Brand Ambassador
Zeal Organization
11.2020 - 11.2021
Social Media Executive
Trelliswork Pte Ltd
02.2018 - 10.2020
Accountant Intern
GRANVISION D'sign Pte Ltd
10.2012 - 09.2016
Bachelor of Science - Business Management With Industrial Placement
University of Birmingham, Singapore Institute Of Management
04.2001 - 05.2018
High School Diploma - undefined
Singapore Institute of Management
O Levels -
Dunman Secondary School
N Levels - undefined
Dunman Secondary School
Similar Profiles
CONNIE LEONGCONNIE LEONG
SENIOR FINANCIAL CONSULTANT at SG ALLIANCESENIOR FINANCIAL CONSULTANT at SG ALLIANCE
SAMUEL POHSAMUEL POH
Financial Advisor at SG AllianceFinancial Advisor at SG Alliance
Carmiña G DasilvaCarmiña G Dasilva
Marketing Director at SG Stars Sas/Babolat Colombia, SG STARS SASMarketing Director at SG Stars Sas/Babolat Colombia, SG STARS SAS
Falguni DesaiFalguni Desai
Financial Advisor/ Sr. Financial Advisor at ScotiabankFinancial Advisor/ Sr. Financial Advisor at Scotiabank
AMAN BRARAMAN BRAR
Financial Advisor/ Senior Financial Advisor at ScotiabankFinancial Advisor/ Senior Financial Advisor at Scotiabank