XIAO NA
Financial Advisor
Summary
Driven Sales Director with a proven track record at ERA Realty Network, adept in sales strategies and networking. Excelled in client relations, securing a top 50 position for more than five years. Skilled in presentations and financial management, demonstrated during tenure at DFS Global Finance. Balances goal achievement with effective relationship building. With more than 10 years experience serve high net worth clients, I have a lot of experience in maintaining customer relationships.
Overview
2025
2025
years of professional experience
Work History
Accountant
DFS GLOBAL FINANCE PTE LTD
- In charge of accounting work for DFS Guam and Saipan branch
- Month end closing
- Salary payments
- Financial reporting
- Internal audits
Accounts Assistant
EXCELPOINT PTE LTD
- Accounts assistant in charge of Account Receiving and month's end closing
- Financial reporting
- Internal audits & controls
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Supported the accounting team with month-end closing procedures, ensuring timely completion and accurate reporting.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
- Improved cash flow management by monitoring accounts receivable and following up on overdue invoices.
Financial Advisor
SUUCOKIDS PTE. LTD.
11.2020 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Tax preparation & compliance
Sales Director
ERA REALTY NETWORK PTE LTD
08.2014 - Current
- Company Overview: Networking and relationship building
- Sales Director especially handle China and Indonesian clients
- Job scope including marketing analysis, client relations and transaction management
- Top 50 sales person in ERA Yr 2017,2018, 1019, 2020, 2021, 2023
- Serves a lot of high net worth clients included listed company bosses in China and Indonesia
- Networking and relationship building
Education
Bachelor of Science - Finance
UNIVERSITY COLLEGE DUBLIN
08.2012 - 5 2014
Skills
- Sales Strategies
- Goals and performance
- Time management
- Financial reporting
- Financial analysis
- Tax preparation
Timeline
Financial Advisor
SUUCOKIDS PTE. LTD.
11.2020 - Current
Sales Director
ERA REALTY NETWORK PTE LTD
08.2014 - Current
Bachelor of Science - Finance
UNIVERSITY COLLEGE DUBLIN
08.2012 - 5 2014
Accountant
DFS GLOBAL FINANCE PTE LTD
Accounts Assistant
EXCELPOINT PTE LTD
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