Overview
Work History
Education
Skills
Timeline
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Tan Sze Young

Overview

2
2
years of professional experience

Work History

Financial Advisor

AIA
03.2022 - Current
  • Achieved AIA prestige gold award within 6 months of work
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

Operations Supervisor

Ministry Of Health
11.2021 - 01.2022
  • In charge of over 200 call agents in 4 strong call centres at MOH
  • Help answer any difficult questions asked by callers and come up with solutions for them Trained in all 4 call centres and using Zendesk and Attiva software
  • Analyzed department metrics and performance and reported findings to management

Education

Bachelor of Accountancy - Accountancy

Nanyang Technological University
Singapore
05.2025

'A' Levels -

Jurong Pioneer Junior College
Singapore
12.2017

Skills

  • Certificate in Excel Efficient Training (Office 365/Microsoft 365), Excel Advanced Formulas and Functions, Certificate in Accounting Foundations: Managerial Accounting
  • Proficient in Zendesk and Attiva Software
  • Achievements (2018): Awarded Level 5 in Hanyu Shuiping Kaoshi
  • Managing Wealth

Timeline

Financial Advisor

AIA
03.2022 - Current

Operations Supervisor

Ministry Of Health
11.2021 - 01.2022

Bachelor of Accountancy - Accountancy

Nanyang Technological University

'A' Levels -

Jurong Pioneer Junior College

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Tan Sze Young