Tan Wei En
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential Singapore
04.2019 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
HR Executive
PaceSetters Organisation
06.2017 - 04.2019
- Streamlined HR processes by implementing efficient workflows and reducing paperwork.
- Enhanced employee satisfaction through the development of comprehensive benefits packages and wellness programs.
- Reduced turnover rates by creating a supportive work environment and addressing employee concerns promptly.
- Increased talent pool by implementing effective recruitment strategies, including targeted job postings and networking events.
Sales Executive
Keepital Pte Ltd
06.2016 - 06.2017
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Exceeded quarterly targets consistently through diligent prospecting and tailored product presentations.
- Expanded market share with strategic territory planning and targeted prospecting.
- Developed key partnerships, resulting in increased lead generation and cross-selling opportunities.
Education
Double Major in Banking And Finance - Banking And Finance
Murdoch University
Singapore12.2018
Banking And Finance
Kaplan Higher Education
Singapore07.2014
Skills
- Effective communication with clients to understand their financial goals and explain complex concepts
- Building and maintaining strong relationships with clients Understanding clients' needs and providing personalized financial advice
- Staying up-to-date with financial regulations and ensuring compliance with industry standards
Providing advice that aligns with legal and ethical standards - Identifying financial challenges and developing creative solutions
- Efficiently managing time to handle multiple clients and tasks simultaneously
- Meeting deadlines for financial reporting and client reviews
- Keeping up with industry trends, financial innovations, and evolving investment strategies Pursuing relevant certifications and professional development opportunities
Certification
- M5
- M9
- HI
Timeline
Financial Advisor
Prudential Singapore
04.2019 - Current
HR Executive
PaceSetters Organisation
06.2017 - 04.2019
Sales Executive
Keepital Pte Ltd
06.2016 - 06.2017
Double Major in Banking And Finance - Banking And Finance
Murdoch University
Banking And Finance
Kaplan Higher Education
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