Teo Wen Jie
Prudential Financial Consultant
Singapore
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.
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building.
Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Highly organized and detail-oriented professional passionate about executing exceptional events that achieve established goals. Experience with planning, budgeting and coordinating wide variety of both small-scale and large-scale events. Strong communicator and negotiator able to foster relationships with key stakeholders and vendors.
Experienced with planning and executing variety of events, from corporate meetings to large-scale conferences. Utilizes strong organizational skills to manage multiple aspects of event coordination, including vendor relations and budget oversight.
Overview
9
9
years of professional experience
10
10
years of post-secondary education
Work History
Financial Consultant
Prudential Assurance Company Singapore
01.2021 - Current
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability to stakeholders.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Implemented tax-saving strategies for clients, maximizing returns and minimizing liabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Managed to secure 18 clients in a month
Event Management Assistant
Se7en Friday
01.2021 - 01.2022
- Collaborated with cross-functional teams to develop customized training solutions, ensuring alignment with organizational goals and objectives.
- Monitored and evaluated training performance to determine quality and cohesiveness.
- Collaborated with other departments to align training programs with organizational goals and objectives.
- Communicated all learning and performance objectives, schedules, and training assessments to upper management.
- Streamlined event registration processes for increased attendee convenience and reduced wait times.
- Events usually can be planned out within 22-30 days before the actual day
- Created detailed timelines and budgets for events to meet all deadlines.
Fire Fighter National Service
Singapore Civil Defense Force
10.2019 - 08.2021
- Increased firefighter skill levels by providing ongoing training sessions on new equipment use, rescue techniques, and hazardous materials handling.
- Maintained optimal fire station conditions by overseeing daily equipment checks, facility repairs, and inventory management tasks.
- Responded to emergency medical calls to perform lifesaving procedures and other emergency medical services.
- Inspected apparatus, equipment, grounds, and stations for proper order and condition.
- Educated public and community members on fire safety and prevention methods to provide life-saving techniques.
- Checked fire and life safety systems and equipment for proper placement at properties.
- Reduced fire hazards within the community by conducting thorough building inspections and recommending preventive measures.
- Provided critical medical assistance to injured individuals at incident scenes utilizing CPR certification and basic EMT skills when necessary.
- Assisted in the investigation of fire causes to identify patterns, determine origin points, and prevent future occurrences.
- Contributed to a positive work environment for all crew members by consistently demonstrating leadership qualities, professionalism, and dedication to duty.
Service Crew
4 fingers
01.2017 - 12.2018
- Worked as a service crew. (part time)
- Enhanced customer satisfaction by providing efficient and friendly service.
- Prepared food items accurately and quickly, adhering to strict food safety guidelines.
- Maintained a clean and organized work environment for improved customer experiences.
- Resolved customer complaints promptly and professionally, maintaining a focus on overall satisfaction.
- Developed strong multitasking abilities while managing multiple responsibilities simultaneously during high-pressure situations.
Part-timer
Auris Mobile
05.2016 - 12.2016
- Worked as Part-timer (Retail + Repair device service)
- Promoted and sold Electronic smartphone devices
- Delivered exceptional customer service while assisting clients with mobile device inquiries and concerns.
- Backed up and restored user data to replacement devices, maintaining strict customer privacy protocols.
- Gained understanding of the market for devices
- Offered guidance to consumers on purchasing mobile phone accessories.
- Contributed to higher levels of customer retention through prompt communication regarding repair status updates and follow-up calls post-repair completion.
- Reset and restored mobile operating systems such to factory default settings to correct software-based faults.
- Provided advice to consumers on safety and reliability of third-party replacement parts.
- Collaborated with team members to improve overall efficiency and quality of mobile phone repairs.
Intern
ASM assembly. PTE. LTD
09.2016 - 11.2016
- Honed strong teamwork skills
- Developed Basic safety and machine operation skills
- Familiar with several operating systems
- Microsoft Word, Excel, Outlook, Power Points
- Acquired basic Installation and testing skills
- Experience with Surface Mount Technology machine
- Developed project management skills
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
- Participated in workshops and presentations related to projects to gain knowledge.
- Prepared project presentations and reports to assist senior staff.
Promoter
SAMSUNG
04.2016 - 09.2016
- Managed promotional booth setup, creating attractive displays to draw in potential customers.
- Provided product samples, coupons and informational brochures to persuade people to buy products.
- Identified interested and qualified customers to provide potential customers with additional information regarding product.
- Stayed current on industry trends and emerging technologies relevant to the role of a Promoter, incorporating new strategies and techniques as appropriate.
- Identified potential marketing opportunities to increase brand awareness.
- Enhanced customer experience at events with exceptional communication skills and friendly demeanor.
- Developed strong relationships with potential customers for improved brand awareness and loyalty.
- Boosted product sales by demonstrating product features and benefits during promotional events.
Education
Diploma - Electronic and Computer Engineering
Ngee Ann Polytechnic
Singapore 01.2016 - 01.2019
Higher Nitec - Electronic engineering
ITE College WEST
Singapore 01.2014 - 01.2016
O’s level -
Pioneer Secondary School
Singapore 01.2008 - 01.2013
Skills
Vendor negotiation
Logistics management
Deadline management
Social media promotion
Customer service
Food service
Guest relations
Time management
Adaptability and flexibility
Pricing negotiation
Timeline
Financial Consultant
Prudential Assurance Company Singapore
01.2021 - Current
Event Management Assistant
Se7en Friday
01.2021 - 01.2022
Fire Fighter National Service
Singapore Civil Defense Force
10.2019 - 08.2021
Service Crew
4 fingers
01.2017 - 12.2018
Intern
ASM assembly. PTE. LTD
09.2016 - 11.2016
Part-timer
Auris Mobile
05.2016 - 12.2016
Promoter
SAMSUNG
04.2016 - 09.2016
Diploma - Electronic and Computer Engineering
Ngee Ann Polytechnic
01.2016 - 01.2019
Higher Nitec - Electronic engineering
ITE College WEST
01.2014 - 01.2016
O’s level -
Pioneer Secondary School
01.2008 - 01.2013
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