Xin Ye Ho
Summary
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
2023.04 - 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
2019.05 - 2022.02
- 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
2017.05 - 2018.11
- 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
2017.05 - 2018.11
- 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
Singapore05.2024
Diploma in Health Sciences in Nursing - Nursing
Ngee Ann Polytechnic
Singapore05.2017
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
2023.04 - Current
Staff Nurse
Singapore National Eye Centre
2019.05 - 2022.02
HR Recruiter
Recruit Express
2017.05 - 2018.11
Senior Administrative Assistant
AXA
2017.05 - 2018.11
Bachelor of Business - Human Resources Management
Murdoch University
Diploma in Health Sciences in Nursing - Nursing
Ngee Ann Polytechnic
- 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
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