WAN ZHEN GOH
Senior Financial Advisors
Summary
Dynamic Senior Financial Advisor with a proven track record at Great Eastern, excelling in wealth management and client engagement. Expert in developing customized investment strategies and enhancing portfolio performance. Renowned for building lasting relationships and delivering exceptional service, ensuring client satisfaction and trust through meticulous financial planning and effective communication.
Overview
11
11
years of professional experience
Work History
Senior Financial Advisor
Great Eastern
03.2021 - Current
- Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Assisted clients with financial planning to meet financial goals.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
- Developed custom presentations to educate clients on various investment options aligned with their objectives and risk tolerance levels.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Presented financial plans and investment recommendations to clients.
- Recommended specific investments to help clients meet financial goals.
- Assisted clients with budgeting and cash flow management.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Financial Service Consultant
AiA
10.2017 - 02.2020
- Educated clients on a wide range of topics including retirement planning, college savings strategies, estate planning considerations, and more.
- Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
- Developed new business opportunities by networking, attending industry events, and delivering exceptional service to existing clients.
- Conducted thorough market research to stay informed on industry trends, providing valuable insights to clients during consultations.
- Worked with clients and finance companies to find optimal solutions for financing.
- Managed client relationships, ensuring satisfaction through regular communication and proactive problemsolving.
- Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
Account Manager
ADS Securities
04.2015 - 01.2017
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Stayed current on company offerings and industry trends.
- Built diverse and consistent sales portfolio.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Contributed to event marketing, sales and brand promotion.
- Met existing customers to review current services and expand sales opportunities.
- Contributed to team objectives in fast-paced environment.
- Kept detailed records of daily activities through online customer database.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Education
Degree in Finance And Business Management - Finance And Business Management
Keele University
Malaysia 04.2001 -
Skills
Microsoft Excel
Insurance decisions
Insurance planning
Verbal and written communication
Sales and marketing
Investment strategies
Retirement planning
Know your customer
Portfolio management
Cash flow management
Client engagement
Retirement needs
Investment advice
Education funds
Client service and support
Asset allocation
Financial planning
Wealth management
Estate planning
Stock market expertise
Real estate investments
Referral networking
Client assessments
Planning for retirement
Managing wealth
Portfolio oversight
Client needs
Customer service
Insurance sales
Relationship building and management
Attention to detail
Client relations
Analytical thinking
Timeline
Senior Financial Advisor
Great Eastern
03.2021 - Current
Financial Service Consultant
AiA
10.2017 - 02.2020
Account Manager
ADS Securities
04.2015 - 01.2017
Degree in Finance And Business Management - Finance And Business Management
Keele University
04.2001 -