Sean James Oostendorp
Summary
Accomplished Senior Wealth Manager with a proven track record at Prudential Financial Advisers, specializing in portfolio management, client satisfaction and retention. Skilled in developing financial plans and investment strategies, enhancing portfolio performance through diligent market analysis. Renowned for critical thinking and exceptional client service, fostering long-term relationships and mentoring teams for success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Wealth Manager
Prudential Financial Advisers
03.2023 - Current
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Updated clients on market changes and other regulations affecting investments.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances.
- Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.
Senior Financial Consultant
Prudential Assurance Company Singapore
10.2019 - 02.2023
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
Bachelor of Business - Hospitality, Tourism And Marketing
Murdoch University
Singapore08.2019
Skills
- Client Education
- Lead prospecting
- Due diligence
- Client Needs Assessment
- Attention to Detail
- Critical Thinking
- Honest and Dependable
- Portfolio Management
- Financial Planning
- Insurance Planning
- Investment strategies
- Mentoring and Team Building
Certification
Singapore College of Insurance
- M5
- HI
- M8
- M8A
- M9
- M9A
- BCP
- PGI
- ComGI
- IBF
Timeline
Senior Wealth Manager
Prudential Financial Advisers
03.2023 - Current
Senior Financial Consultant
Prudential Assurance Company Singapore
10.2019 - 02.2023
Bachelor of Business - Hospitality, Tourism And Marketing
Murdoch University
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