Venice Chan
Singapore
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Director
CHAN WAN ENTERPRISE
11.2022 - Current
- Family investment company established by my father with multiple investments in shares, bonds etc.
- Monitor the daily market updates and trading of investments
- Maximize profit by deciding the good time to go into a particular investment and selling off at a high value price
Personal Banker
United Overseas Bank, UOB
05.2022 - 03.2024
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
- Responded to customer inquiries regarding new accounts and account services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
INTERNSHIP
WaFong Credit Sdn. Bhd.
01.2021 - 03.2021
- Collect and analyse data to detect efficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations and management policies
- Prepare detailed report on audit findings
- Inspect account books and accounting systems for efficiency, effectiveness and use of accepted accounting procedures to record transactions
- Confer with company officials about financial and regulatory matters.
ACCOUNTS EXECUTIVE
Hing Fatt Enterprise
02.2018 - 07.2018
- Analyse credit data and financial statements to determine the degree of risk involved in extending credit or lending money
- Generate financial ratios and using computer programs to evaluate customers' financial status
- Consult with customers to resolve complaints and verify financial and credit transactions
- Prepare reports that include the degree of risk involved in extending credit or lending money
- Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database or presentation software
- Attend meetings to record minutes
- Read and analyse incoming memos, submissions and reports to determine their significance and plan their distribution
- Open, sort and distribute incoming correspondence, including faxes and email.
Education
Bachelor of Arts - BANKING AND FINANCE
Taylor's University
2021
Cambridge A Levels -
Taylor's College
2017
GCE O LEVEL -
Methodist Girls' School
MALAYSIA2015
Skills
- Efficient time management
- Able to work independently and in a team
- Meticulous
- Good communication skills
- Fluent in English, Mandarin, Cantonese
- Proficient in MS Office
- Investor Relations
- Analytical and fast learner
- Self-driven
Awards
- Taylor's University Dean List (High Distinction Award)
- Bloomberg Market Concepts 2020
- Daytona Star League- Top 25 Rookies (Q4 2022)
- Unit Trust $500K Award (October 2022)
- Unit Trust Gold Award $650K Volume ( July 2023)
- Unit Trust Bronze Award $329K Volume (November 2023)
- Top Personal Wealth Executive Award (November 2023)
Certification
- CMFAS papers: M5, M9, HI
Timeline
Director
CHAN WAN ENTERPRISE
11.2022 - Current
Personal Banker
United Overseas Bank, UOB
05.2022 - 03.2024
INTERNSHIP
WaFong Credit Sdn. Bhd.
01.2021 - 03.2021
ACCOUNTS EXECUTIVE
Hing Fatt Enterprise
02.2018 - 07.2018
Bachelor of Arts - BANKING AND FINANCE
Taylor's University
Cambridge A Levels -
Taylor's College
GCE O LEVEL -
Methodist Girls' School
Similar Profiles
Jean LI WAN POJean LI WAN PO
Director at Li Wan Po & Co LtdDirector at Li Wan Po & Co Ltd
TENGKU MUHAMMAD ALIF HAKIMI TENGKU MOHD YUSRITENGKU MUHAMMAD ALIF HAKIMI TENGKU MOHD YUSRI
Customer Service Associate (CSA) at WAN ARFA INTEGRATED SDN BHDCustomer Service Associate (CSA) at WAN ARFA INTEGRATED SDN BHD
Gui LinGui Lin
Document Organizer at Dr. Stephen WanDocument Organizer at Dr. Stephen Wan