Wang JingTing Sharlene
Overview
5
5
years of professional experience
Work History
Financial Advisor
Manulife Financial
12.2023 - 07.2024
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Lash Artist
Dlash
07.2023 - 11.2023
- Educated clients on proper lash care techniques to prolong the life of their extensions and promote optimal eye health.
- Upsold additional services such as lash lifts, tinting, and brow shaping, boosting overall revenue for the salon.
- Maintained proper sanitation, sterilization, and safety procedures to ensure a safe and healthy environment for both clients and staff.
- Enhanced client satisfaction by providing exceptional lash extension services and maintaining a clean and comfortable environment.
Financial Consultant
Singlife
04.2022 - 11.2022
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
Administrative Executive
Premium Point Enterprise Pte Ltd
05.2021 - 01.2022
- Handled confidential information with utmost discretion, ensuring sensitive data was protected from unauthorized access.
- Collected data, input records, and protected electronic files.
- Improved customer satisfaction by promptly addressing inquiries and resolving issues in a timely manner.
- Coordinated with suppliers to ensure goods arrive within timeline.
Banking Associate
UOB Bank
05.2020 - 03.2021
- Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
- Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
- Assist team with admin function of loans processing.
- Other general projects and ad hoc duties assigned.
- Responsible for dispatching documents.
Intern
OCBC Bank
05.2019 - 08.2019
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Education
Diploma - Information Technology
Nanyang Polytechnic
Singapore05-2020
GCE 'O' Levels -
Deyi Secondary School
Singapore01-2016
Skills
- Analytical thinking
- Able to adapt
- Motivated
- Experienced in Microsoft Word, Excel and PowerPoint
- Experienced in ASP400 Banking software
Timeline
Financial Advisor
Manulife Financial
12.2023 - 07.2024
Lash Artist
Dlash
07.2023 - 11.2023
Financial Consultant
Singlife
04.2022 - 11.2022
Administrative Executive
Premium Point Enterprise Pte Ltd
05.2021 - 01.2022
Banking Associate
UOB Bank
05.2020 - 03.2021
Intern
OCBC Bank
05.2019 - 08.2019
Diploma - Information Technology
Nanyang Polytechnic
GCE 'O' Levels -
Deyi Secondary School
Similar Profiles
Vanessa ScottVanessa Scott
Director, Product Sales Consultant at Manulife FinancialDirector, Product Sales Consultant at Manulife Financial
Christopher ReinhartChristopher Reinhart
Group Benefits Account Executive at Manulife FinancialGroup Benefits Account Executive at Manulife Financial
Karina StarkKarina Stark
Senior Case Manager at Manulife FinancialSenior Case Manager at Manulife Financial
Eleazar TshitunduEleazar Tshitundu
Customer Service Representative at Manulife FinancialCustomer Service Representative at Manulife Financial
Falguni DesaiFalguni Desai
Financial Advisor/ Sr. Financial Advisor at ScotiabankFinancial Advisor/ Sr. Financial Advisor at Scotiabank