Wilson Foo Yong Jie
Summary
Dynamic wealth management professional with a robust background in financial planning and client relationship management. Expertise in collaborating with cross-functional teams to deliver customized financial solutions that enhance client satisfaction and drive measurable results. Recognized for adaptability, strong analytical skills, and a client-focused approach in fast-paced environments. Proficient in portfolio management and committed to fostering long-term client relationships through exceptional service and strategic insights.
Overview
11
11
years of professional experience
Work History
Wealth Manager
Prudential Assurance
08.2024 - Current
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Organized educational seminars for current and prospective clients on topics related to personal finance, investing strategies, and economic outlooks.
- Exceeded expectations as a reliable team player, often taking on additional responsibilities or shifts when needed to ensure project success.
- Contributed to a positive work environment by acting as a resourceful team player.
- Fostered trust among coworkers through consistent reliability as a team player and proactive problemsolver.
Freelancer
ChubbyStudio
10.2019 - Current
- Freelance photographer & videographer
- Digitally edited photos to enhance appearance.
- Delivered high-quality images under tight deadlines, demonstrating strong time management skills.
- Planned and prepared for on-location and studio shoots.
- Developed strong relationships with clients through clear communication and professionalism.
- Provided exceptional customer service throughout the entire process from initial consultation to delivery of final products.
- Optimized workflow efficiency by implementing photo editing software tools like Lightroom and Photoshop.
- Managed multiple projects simultaneously by prioritizing deadlines and maintaining excellent organization.
Insurance Agent
Singlife
03.2023 - 05.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Live Streamer
Aura Gems
03.2021 - 12.2022
- Selling crystals gems on live streaming platform.
- Grew an online community through consistent communication and promotion of live streaming events.
- Remained highly composed and calm in very fast-paced, stressful and constantly changing environments to provide optimal leadership and achieve desired results.
Live Streamer
Chio Bu Bidding
10.2020 - 12.2022
- Selling unisex apparel on live platform
- Utilized multiple platforms to expand reach and audience engagement during live broadcasts.
- Grew an online community through consistent communication and promotion of live streaming events.
Freelancer
ThinkAwe
01.2015 - 06.2020
- Provide magic entertainment for client’s event
- Enhanced audience engagement by incorporating dynamic performance techniques and innovative stage presence.
- Adapted quickly to changes in scripts or direction, demonstrating flexibility as an actor under tight deadlines or last-minute adjustments.
- Captured audience by channeling and exhibiting emotions, resulting in audience laughter, crying, excitement, shock, and fear.
Education
Diploma - Media Production and Design
Republic Polytechnic
Singapore01.2018
Skills
- Cash flow management
- Insurance planning
- Due diligence
- Client education
- Retirement planning
- Portfolio management
- Wealth preservation
- Quick thinking
- Critical and creative thinking
- Quicken expertise
- Quick reaction
- Outstanding communication and interpersonal skills
Activities
- Friends of Bendemeer (Mentoring graduating classes for their N’s and O’s level)
- Volunteering to give out necessities to old folks as part of Orange Dolphin non-profit organization
Affiliations
- Orange Dolphin
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Wealth Manager
Prudential Assurance
08.2024 - Current
Insurance Agent
Singlife
03.2023 - 05.2024
Live Streamer
Aura Gems
03.2021 - 12.2022
Live Streamer
Chio Bu Bidding
10.2020 - 12.2022
Freelancer
ChubbyStudio
10.2019 - Current
Freelancer
ThinkAwe
01.2015 - 06.2020
Diploma - Media Production and Design
Republic Polytechnic
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