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
11
11
years of professional experience
Work History
Financial Advisor
SG Alliance
6 2024 - 7 2024
- 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 - 01.2024
- 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.
Marketing Executive/Executive Accountant
Granvision Design Pte Ltd
02.2018 - 11.2021
- Planned and executed events and marketing programs to increase qualified leads.
- Collaborated closely with sales teams to ensure alignment between promotional activities and revenue goals.
- Analyzed market trends to identify new opportunities for growth, driving the expansion into untapped markets.
- Developed and implemented targeted digital strategy to improve business performance.
- Managed relationships with key industry partners and implemented promotional initiatives to maximize marketing program performance.
- Planned and executed marketing campaigns to target groups, areas and wider community.
- Generated sponsorships with related and partnering entities to enhance marketing objectives.
- Optimized cash flow management, reducing instances of liquidity shortages while maximizing investment opportunities.
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 - 2018.05
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 Consultant
Prudential Assurance Co Singapore
12.2021 - 01.2024
Marketing Executive/Executive Accountant
Granvision Design Pte Ltd
02.2018 - 11.2021
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 - 2018.05
Financial Advisor
SG Alliance
6 2024 - 7 2024
High School Diploma - undefined
Singapore Institute of Management
O Levels -
Dunman Secondary School
N Levels - undefined
Dunman Secondary School
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