Wen Jun Yap
Summary
Motivated Personal Wealth Manager with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Wealth Manager
United Overseas Bank Limited
02.2023 - 08.2023
- Provided remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access etc.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Advised clients on investments, retirement and estate planning.
Personal Wealth Executive
United Overseas Bank Limited
12.2021 - 01.2023
- customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access etc.
- Marketed and sold insurance policies directly to clients.
- Worked in paperless environment to service new and existing personal line accounts.
- Provided exceptional sales support to field producers.
Loan Officer
Avis Credit Pte Ltd
02.2021 - 10.2021
- Assessed loan requests and evaluated the needs of clients seeking loans.
- Meet and communicate with applicants to explain the benefits, as well as the terms of the loan and government regulations.
- Obtain relevant information and evaluate applicant’s financial status to provide the loan amount and instalment plans.
- Keeping up with current affairs of all applicable lending regulations, the economy, market rates and vendors.
- Consistently delivering first-class customer service.
Junior Account Executive
Hs Xpress Pte Ltd
03.2016 - 06.2017
- Verifies validity of account discrepancies by obtaining and investigating information from sales, trade promotions, customer service departments, and from customers.
- Posting journal entries, updating financial statements.
- Preparing monthly financial reports, auditing and maintaining accounts receivable and accounts payable.
- Involved in minor sales quotations by liaising with sales.
Education
Bachelor of Science - Accounting And Finance
University of Essex
Singapore01.2020
High School Diploma -
Multimedia University
Malaysia09.2015
Skills
- Quantitative Analysis
- Customer Services
- Sales Management
- Evaluate Financial Histories
- SAP (Accounting System)
Certification
United Overseas Bank Ltd
• Achieved 2022 Apr 100k APE Club
• Achieved 2022 Apr Top Personal Wealth Executive (2nd position)
• Achieved 2022 quarter 2 Grand Champion Gold award
• Achieved 2022 Aug 75k APE Club
• Achieved 2022 Sept 100k APE Club
• Achieved 2022 quarter 3 Grand Champion Gold award
• Achieved 2022 Oct 75k APE Club
• Achieved 2022 Oct Top Personal Wealth Executive (1st position)
• Achieved 2022 Dec 100k APE Club
• Achieved 2022 quarter 4 Grand Champion Gold award
• Achieved 2022 Personal Banking Star Elites Award
• Achieved 2022 quarter 4 Daytona Star League - Top 30 sales advisors
• Achieved 2023 Apr 75k APE Club
• Achieved 2023 quarter 2 Daytona Star League - Top 30 sales advisors
Timeline
Personal Wealth Manager
United Overseas Bank Limited
02.2023 - 08.2023
Personal Wealth Executive
United Overseas Bank Limited
12.2021 - 01.2023
Loan Officer
Avis Credit Pte Ltd
02.2021 - 10.2021
Junior Account Executive
Hs Xpress Pte Ltd
03.2016 - 06.2017
Bachelor of Science - Accounting And Finance
University of Essex
High School Diploma -
Multimedia University
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