Wang Shaofeng
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Great Eastern Singapore
2022.01 - Current
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Collaborated with team members to streamline processes and improve overall client experience.
Education
Bachelor of Business, - Marketing
University College Dublin
Singapore07.2021
Skills
- Relationship building and management
- Sales expertise
- Sales and Marketing
- Client Relations
Timeline
Financial Advisor
Great Eastern Singapore
2022.01 - Current
Bachelor of Business, - Marketing
University College Dublin