Vanessa Pereira
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Great Eastern
04.2024 - Current
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
- Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
Financial Advisor
Prudential Assurance
09.2021 - 03.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Interior Designer
Design Identity
01.2020 - 06.2021
- Designed floor plans, elevations, 3D perspective views, and material boards for review and presentation.
- Selected and sourced materials, furniture, and accessories for aesthetically pleasing spaces.
Stewardess
Japan Airlines
11.2014 - 12.2019
- Enhanced passenger experience by providing exceptional customer service and attending to individual needs.
- Earned recognition from management for consistently demonstrating outstanding teamwork, professionalism, and commitment to customer satisfaction.
Education
Certificate - Interior Design
Inspiration Design International School
Singapore06-2020
GCE ‘A’ Level -
Nanyang Junior College
Singapore02-2014
Skills
- Grooming and presentation
- Time management
- Exceptional communication
- Attention to detail
Certification
- Grade 5 Music Theory , ABRSM - The Associated Board of the Royal Schools of Music - 2024
- Yamaha Electone Grade 7B - Sept 2007
- Yamaha Electone Grade 8B - June 2005
- Yamaha Electone Grade 9B - June 2004
- Yamaha Electone Level 10 - July 2003
- Yamaha Electone Level 11 - Oct 2002
- Yamaha Electone Level 12 - Apr 2002
- Yamaha Music Course for Children -
Sept 2001
- Royal Academy of Dance - Distinction
Grade 1-8
Languages
English
Chinese (Mandarin)
Japanese
Timeline
Financial Advisor
Great Eastern
04.2024 - Current
Financial Advisor
Prudential Assurance
09.2021 - 03.2024
Interior Designer
Design Identity
01.2020 - 06.2021
Stewardess
Japan Airlines
11.2014 - 12.2019
Certificate - Interior Design
Inspiration Design International School
GCE ‘A’ Level -
Nanyang Junior College
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