Shawn Low
Summary
Tenacious Financial Management Professional continuously capturing and acquiring new business. Connect with customers using relationship-focused approaches. Exceed financial targets with forward-thinking strategies and exceptional business acumen. Motivated Wealth Planning Manager skilled at meeting customer needs with expert insurance and investment support. Stay on top of Demands in fast-paced environments by effectively using slow periods. Maintain organised, clean and safe work areas with diligent attention to important details.
Overview
5
5
years of professional experience
Work History
Senior Wealth Planning Manager (Bancassurance)
DBS Bank Ltd, Singapore
07.2019 - Current
Wealth Planning Manager (Bancassurance)
DBS Bank Ltd, Singapore
06.2018 - 06.2019
- Established rapport with customers to provide individualized assistance and maintain loyalty.
- Maintained customer satisfaction using relationship-driven approaches and strong conflict mediation skills.
- Brought in new business with effective prospecting and networking abilities.
- Work effectively with diverse team to accomplish daily objectives and meet monthly targets.
- Kept up strong pipeline of incoming leads through cold calling, networking, and referrals.
- Helped clients devise personalized strategies covering areas such as insurance, savings, and investments.
- Determined clients' needs through consultative appointments focused on analyzing existing situations and identifying opportunities for improvement.
- Participated in an initiative to spearhead effective digital booking pods using share point design for distribution sector to ease pain-points for representatives on appointment bookings.
Financial Advisor
AXA Insurance, Singapore
12.2016 - 03.2018
- Offered clients strategic advice across multiple financial products and services, including insurance coverage, and investments.
- Boosted revenue by determining optimal products for each client and presenting solutions with clients' risk appetite.
- Backed up financial advice with accurate and current advice on industry trends.
- Guided customers through important decisions such as pension planning and setting up trusts and living wills.
- Reviewed wide-ranging financial data and statements with a detail-oriented and knowledgeable approach.
- Revitalized clients' financial plans with forward-thinking approaches based on desired risk levels and expected market conditions.
Education
BBA - Business Management With Communication
University of Birmingham
Singapore07.2018
High School Diploma -
Ngee Ann Polytechnic
Singapore2014
Skills
- Investment and Wealth Planning
- Volunteer recognition planning
- Relationship Building
- Goal Setting
- Time Management
- Market Condition Analysis
- Creative and Innovative
- Critical Thinking
- Spreadsheet Tracking
Certification
- Brilliant Star Award Q2 2021 (Awarded Silver Award for Q2 2021)
- Brilliant Star Awards Q1 2021 (Awarded Top Achiever Bronze for Q1 2021)
- 1st Position Bancassurance Q1 2021 (Awarded 1st Position Bancassurance for West Region Q1 2021)
- 3rd Position Revenue Q1 2021 (Awarded 3rd Position Revenue for West Region in Q1 2021)
- Top RP Count Productivity Q1 2021 (Awarded Top RP Count Productivity for West Region in Q1 2021)
- 3rd Position RP Count Productivity in Mar 2021 (Awarded 3rd Position RP Count Productivity for West Region in Mar 2021)
- 3rd Position Revenue in Mar 2021 (Awarded 3rd Position Revenue for West Region in Mar 2021)
- Top RP Count Productivity in Feb 2021 (Awarded Top RP Count Productivity if West Region in Feb 2021)
- 3rd Position (Bancassurance) Jan 2021 (Awarded 3rd Position in West Region in Jan 2021)
- Brilliant Star Award Q4 2020 (Awarded Top Achiever Bronze for Q4 2020)
- Q1 Regular Premium Award (Awarded 2nd Position for Q1 2020 West Region)
- Brilliant Star Awards Q1 2020 (Awarded Top Achiever Bronze for Q1 2020)
- Certificate of Recognition Mar 2020 (Achieved above 120k Regular Premium in March 2020)
- Certificate of Recognition Jan 2020 (Achieved above 120k Regular Premium in Jan 2020)
- Brilliant Star Awards H1 2019 (Awarded Emerging Star Award for H1 2019)
- Brilliant Star Awards Q3 2019 (Awarded Top Achiever Bronze for Q3 2019)
- Brilliant Star Awards Q2 2019 (Awarded Top Achiever Silver for Q2 2019)
- Brilliant Star Awards Q1 2019 (Awarded Top Achiever Bronze for Q1 2019)
- Certificate of Excellence Oct 2018 (Achieved above 120k Regular Premium in Oct 2018)
- Top Regular Premium Oct 2018 (Awarded Top Regular Premium in Oct 2018 West Region)
- The Rising Elite 2018 (Achieved more than 20 case count from September to November 2018)
Timeline
Senior Wealth Planning Manager (Bancassurance)
DBS Bank Ltd, Singapore
07.2019 - Current
Wealth Planning Manager (Bancassurance)
DBS Bank Ltd, Singapore
06.2018 - 06.2019
Financial Advisor
AXA Insurance, Singapore
12.2016 - 03.2018
BBA - Business Management With Communication
University of Birmingham
High School Diploma -
Ngee Ann Polytechnic