Wayne Wong
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Highly organized and detail-oriented professional passionate about executing exceptional events that achieve established goals. Experience with planning, budgeting and coordinating wide variety of both small-scale and large-scale events. Strong communicator and negotiator able to foster relationships with key stakeholders and vendors.
Overview
1
1
year of professional experience
Work History
Financial Advisor
HSBC LIFE PTD LTD
01.2023 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
Event Management Coordinator
TWP EVENTS PTD LTD
01.2023 - 12.2023
- Enhanced attendee experience by coordinating seamless event logistics and managing vendor relationships.
- Collaborated with cross-functional teams to ensure cohesive event execution, aligning with company goals and objectives.
- Ensured timely completion of all pre-event tasks, facilitating smooth coordination of on-site activities.
- Managed comprehensive post-event evaluations to identify areas for improvement and implement strategic enhancements for subsequent events.
- Coordinated diverse teams of volunteers, establishing clear roles and responsibilities for effective collaboration during events.
- Resolved operational challenges swiftly, implementing creative solutions that minimized disruption or delay during events.
- Conducted thorough venue research before selecting optimal sites that met the unique requirements of each event.
- Managed event logistics and operations.
Education
Diploma - Design Engineering With Business Program
Republic Polytechnic
Singapore05.2020
Skills
- Mutual funds
- Retirement needs
- Sales expertise
- Investment Management
- Sales and Marketing
- Relationship building and management
- Client Relations
- Insurance decisions
- Customer Engagement
- Cross-selling products and services
- Objection handling
- Sales Presentations
- Cold-calling
Languages
English
Chinese (Mandarin)
Timeline
Financial Advisor
HSBC LIFE PTD LTD
01.2023 - Current
Event Management Coordinator
TWP EVENTS PTD LTD
01.2023 - 12.2023
Diploma - Design Engineering With Business Program
Republic Polytechnic
Similar Profiles
Parul MalikParul Malik
Financial Advisor at AXA Life insurance Pte ltd(HSBC Life)Financial Advisor at AXA Life insurance Pte ltd(HSBC Life)
GOVINDARAJU RGOVINDARAJU R
Relationship Officer at canara HSBC life insurance co LtdRelationship Officer at canara HSBC life insurance co Ltd
Monika JhaMonika Jha
Life Underwriting - Operations at Canara HSBC Life Insurance Co. LtdLife Underwriting - Operations at Canara HSBC Life Insurance Co. Ltd