Vershawn Kok
Financial Advisor
Summary
High-performing investment banking professional specializing in investment. Versed in applicable legal considerations. Talent for customer acquisition and relationship building.
Successful investment banking professional with history of bringing about exceptional results in high-volume environments with demanding objectives.
Developed expertise in financial analysis and client relationship management within dynamic investment environment. Adept at understanding market trends and crafting tailored financial strategies. Seeking to transition into new field where these skills can drive impactful results.
Investment professional with proven track record in financial analysis, portfolio management, and client relationship building. Strong focus on team collaboration and achieving results, adapting to changing needs seamlessly. Expertise in risk assessment, market research, and strategic planning, ensuring reliable and impactful financial guidance. Reliable, driven, and prepared for this role.
Overview
6
6
years of professional experience
3
3
years of post-secondary education
Work History
Investment Advisor
HSBC Life
08.2023 - Current
- Provided expert advice and guidance to individuals or businesses to help them manage their financial resources, achieve their financial goals, and secure their financial future
- The role involves analyzing clients' financial situations, recommending strategies, and offering tailored solutions
- Met with clients to generate new business and negotiate contracts.
- Contacted potential clients to pursue sales and gather funds.
Medic
Singapore Armed Force
01.2021 - 01.2022
- Maintained accurate medical records, ensuring timely access to vital information for informed decision-making in patient care.
- Enhanced emergency response capabilities by maintaining up-to-date knowledge of medical procedures and protocols for various situations.
Pilot Trainee
Air Force
01.2020 - 01.2021
- Provided expert guidance on navigation techniques, ensuring safe and efficient route planning for cross-country flights during training modules.
- Collaborated effectively with fellow instructors in coordinating shared resources and equipment usage, reducing downtime between lessons.
Intern
Orion Systems Integration Pte Ltd
02.2019 - 08.2019
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Education
High School Diploma -
Ngee Ann Polytechnic
Singapore 05.2017 - 05.2020
Certification - Emergency Medical Technician Course
Singapore Armed Force (Medical Training Institute)
06.2021 - 09.2021
Skills
Problem-solving skills
Verbal and written communication
Customer Service-oriented
Retirement planning
Self-motivated nature
Insurance planning
Investment strategies
Sales proficiency
Research and due diligence
Persuasive communication style
Persuasive negotiator
Professional demeanor
Awards
Edusave Good Progress Award, 2020, Presented to Vershawn Kok of Diploma in Automation & Mechatronic Systems, Ngee Ann Polytechnic for Improvement in Academic Performance and Demonstrating Good Conduct.
Timeline
Investment Advisor
HSBC Life
08.2023 - Current
Certification - Emergency Medical Technician Course
Singapore Armed Force (Medical Training Institute)
06.2021 - 09.2021
Medic
Singapore Armed Force
01.2021 - 01.2022
Pilot Trainee
Air Force
01.2020 - 01.2021
Intern
Orion Systems Integration Pte Ltd
02.2019 - 08.2019
High School Diploma -
Ngee Ann Polytechnic
05.2017 - 05.2020