Wei Shing Jamie Ang
Summary
Talented professional considered knowledgeable leader and dedicated problem solver. Brings 13 years of valuable expertise to forward company objectives. Attentive to detail with experience in handling peoples' emotions. Organized and dependable at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Consultant
Manulife Financial Advisers Pte.Ltd
11.2021 - Current
- 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.
- Provide Financial Planning advice through planning of wealth protection, wealth acceleration and wealth preservation
Wealth Manager
Aviva Financial Advisers Pte.Ltd
05.2018 - 09.2021
- Assisted clients with navigating complex financial situations such as divorce, career changes or business sales, and provided guidance on the appropriate strategies to protect their wealth.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
Financial Consultant
Income Insurance Co-operative Ltd
06.2016 - 02.2018
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
BBA - International Hotel Management
Australian International Hotel School
Australia02.2010
Skills
- Estate Planning
- Budgeting expertise
- Insurance Planning
- Investment advice
- Retirement planning
- Wealth Management
- Asset Allocation
- Strong Interpersonal Skills
- Analytical and Detail Oriented
Certification
- CAPM - Certified Associate in Project Management (2024)
- AFP - Associate Financial Planner License (2020)
- AEPP - Associate Estate Planning Practitioner (2020)
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Financial Consultant
Manulife Financial Advisers Pte.Ltd
11.2021 - Current
Wealth Manager
Aviva Financial Advisers Pte.Ltd
05.2018 - 09.2021
Financial Consultant
Income Insurance Co-operative Ltd
06.2016 - 02.2018
BBA - International Hotel Management
Australian International Hotel School
- CAPM - Certified Associate in Project Management (2024)
- AFP - Associate Financial Planner License (2020)
- AEPP - Associate Estate Planning Practitioner (2020)
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