Travis Sin
Singapore
Summary
Having done relationship-management roles, I have developed a unique outlook on how different banks operate in terms of product offerings, sales management, and feedback-handling.
I now crave for a new challenge where I can put my knowledge to use, to ideally implement and work on new projects to drive results.
I am a strong believer in productive work - I've seen many examples where one man's work in 2 weeks can be completed by another in 2 days.
I take pride in all that I do, and I believe strongly that I can bring plenty to the table. It would be great to have an opportunity for an interview session with you :)
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Wealth Planning Manager
DBS Bank
10.2023 - 06.2024
- Met Business Targets on New Investment and Insurance Sign-ups
- Solicited mortgage deals and credit card sign-ups from clientele
- Actively grow clientele base at fast pace
- Led huddles to educate on economic update, client pitching
- Mentored high performers
Wealth Planning Manager
DBS Bank
05.2022 - 10.2023
- Develop and implement customised financial instruments for clients, including Legacy Planning, Retirement Planning, and Investment Advice
- Conduct timely reviews of clients' financial health, identifying opportunities for growth while maintaining long-term satisfactory client relationship
- Use of analytical tools to evaluate investment opportunities and provide customised and strategic solutions
- Keep up-to-date with industry trends as well as regulatory changes.
Assistant Investigation Officer
Singapore Army
07.2020 - 05.2022
- In Charge for exhibit management, ensuring proper handover and takeover
- Ensure vital exhibits are stored in proper locations to prevent loss of DNA evidence
- Analysis of crime data
- In-Charge of Quarterly and Annual Reports on Crime Trend
- Conducting training for polygraph testing
Freelance Writer
SmartSites
08.2021 - 04.2022
- Curated blog posts to boost clients' Search Engine Optimisation (SEO) Rankings
- Curated customised product descriptions to maximise sales volume.
Founder, Ecommerce Specialist
Freelance Dropshipping
06.2019 - 06.2020
- Created and managed the full spectrum of 2 separate e-commerce websites for a year
- Identified industry trend for in-demand products and services
- Successfully deployed advertising strategies through Facebook Advertisement with a positive ROI turnover
- Scaled business consistently before handover to third-party.
Education
BBS (Hons) in Finance -
University College Dublin
11.2024
Certification in International Business, International Business -
Soochow University
01.2020
Diploma in Human Resouces Management With Psychology, Business -
Singapore Polytechnic
01.2020
Skills
- Sales
- Investment Advisory
- Portfolio Management
- Mortgage Advisory
- Relationship Management
- Training and Personal Development
- Risk Management
Certification
- Capital Markets and Financial Advisory Services (CMFAS) M5, M8, M8A, M9, M9A, BCP, PGI, HI - Monetary Authority of Singapore (MAS)
- Associate Financial Planner (AFP) - Financial Planning Association of Singapore (FPAS)
Timeline
Senior Wealth Planning Manager
DBS Bank
10.2023 - 06.2024
Wealth Planning Manager
DBS Bank
05.2022 - 10.2023
Freelance Writer
SmartSites
08.2021 - 04.2022
Assistant Investigation Officer
Singapore Army
07.2020 - 05.2022
Founder, Ecommerce Specialist
Freelance Dropshipping
06.2019 - 06.2020
BBS (Hons) in Finance -
University College Dublin
Certification in International Business, International Business -
Soochow University
Diploma in Human Resouces Management With Psychology, Business -
Singapore Polytechnic
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