Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Consultant
Finexis Advisory Pte Ltd
04.2023 - 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.
Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
Staff Nurse
Singapore National Eye Centre
05.2019 - 02.2022
Administered medications via oral and intramuscular injections and monitored responses ordered by doctor.
Performed various nursing interventions such as wound dressing, vital sign monitoring, and specimen collection.
Giving health advice to patients and family on basic eye care.
Assess, plan, implement and evaluate the nursing care for patients.
Perform a variety of nursing and opthalmic procedures (visual acuity, non-contract tonometry) in accordance to established guidelines, policies and procedures.
Assist doctors during examination, clinical procedures and treatment of patient as appropriate.
Record informative, accurate and concise statements on nursing records and other clinical forms and maintain documentation on the assessment and evaluation of patients' conditions.
HR Recruiter
Recruit Express
05.2017 - 11.2018
Managed full-cycle recruiting processes, resulting in successful placements and employee satisfaction.
Developed strong relationships with clients, ensuring accurate understanding of their needs and matching them with top talent.
Attend to incoming phone calls and email applications from potential candidates and jobseekers for temporary/ contract jobs in Healthcare line.
Call and recommend contract positions to potential candidates to determine their interests in the job openings.
Job-match of positions to suitable candidates (For contract and internal positions only).
Senior Administrative Assistant
AXA
05.2017 - 11.2018
Kept files and records in content management systems such as MS SharePoint, EXCEL and others.
Served as a reliable point of contact for both internal and external stakeholders, demonstrating strong problem-solving skills to address any issues that arose.
Supported program operations by preparing and updating documents, reports and spreadsheets.
Supported project teams in achieving their goals through proactive assistance with research, data analysis, and report preparation.
Processing claims received through eletronic files and manual submissions.
Education
Bachelor of Business - Human Resources Management
Murdoch University
Singapore
05.2024
Diploma in Health Sciences in Nursing - Nursing
Ngee Ann Polytechnic
Singapore
05.2017
Skills
Financial Advising
Portfolio Management
Wealth Management
Client Engagement
Insurance Planning
Retirement planning
Accomplishments
Achieved Top Rookie and 2nd Position of 2023 Elite Advisers Group.
Certification
Certified Financial Planner
Cert SCI of Module 9 (M9) - Life Insurance And Investment-Linked Policies
Cert SCI of M9A-Life Insurance And Investment-Linked Policies II
Cert SCI of Module 5 (M5) - Rules And Regulations For Financial Advisory Services
Cert SCI of Health Insurance (HI) Module
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Financial Consultant
Finexis Advisory Pte Ltd
04.2023 - Current
Staff Nurse
Singapore National Eye Centre
05.2019 - 02.2022
HR Recruiter
Recruit Express
05.2017 - 11.2018
Senior Administrative Assistant
AXA
05.2017 - 11.2018
Bachelor of Business - Human Resources Management
Murdoch University
Diploma in Health Sciences in Nursing - Nursing
Ngee Ann Polytechnic
Similar Profiles
Tommy LimTommy Lim
Financial Consultant at finexis advisory Pte LtdFinancial Consultant at finexis advisory Pte Ltd