Xuan Xuan Lai
Finance
Summary
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
4
4
years of professional experience
7
7
Certifications
2
2
Languages
Work History
Financial Advisor
Great Eastern Life
12.2021 - 02.2024
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Administrative Intern
Transliner Asia Pacific
01.2021 - 07.2021
- Offered technical support and troubleshot issues to enhance office productivity.
- Entered data into system and accurately updated customer accounts.
- Contributed to the overall success of the organization by providing general administrative support when needed, such as filing or photocopying documents.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Streamlined call center processes for improved efficiency and reduced wait times.
Customer Service and Marketing Intern
Grub Burger
03.2020 - 06.2020
- Exhibited high energy and professionalism when dealing with clients and staff.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Researched relevant industry trends to develop engaging, topical social media content.
- Supported branding, digital marketing messaging, and advertising campaigns by engaging with followers on various social media platforms.
- Assisted in the development of a comprehensive content calendar, ensuring consistency across all social media platforms.
Education
Diploma - Business Management
04.2001 -
- [Number] GPA 3.06
- Specialized in : International Business and Customer Relationship Management
Singapore - Cambridge GCE 'O' Levels : O Level -
04.2001 -
- L1R5: 19
- L1R4: 16
Skills
Analytical Skills
undefinedCertification
Licensed Financial Advisor- 2021-2024
Timeline
Singapore, Singapore College of Insurance - Personal General Insurance(PGI)
08-2022
Singapore, Singapore College of Insurance - Basic Insurance Concepts and Principles (BCP)
07-2022
Financial Advisor - Great Eastern Life
12.2021 - 02.2024
Licensed Financial Advisor- 2021-2024
12-2021
Singapore, Singapore College of Insurance - Health Insurance (HI)
12-2021
Singapore, Singapore College of Insurance - Rules and Regulations for Financial Advisory Services (M5)
11-2021
Singapore, Singapore College of Insurance - Life Insurance and Investment-linked Policies II (M9A)
10-2021
Singapore, Singapore College of Insurance - Life Insurance and Investment-linked Policies (M9)
09-2021
Administrative Intern - Transliner Asia Pacific
01.2021 - 07.2021
Customer Service and Marketing Intern - Grub Burger
03.2020 - 06.2020
Nanyang Polytechnic - Diploma, Business Management
04.2001 -
Orchid Park Secondary School - Singapore - Singapore - Cambridge GCE 'O' Levels : O Level,
04.2001 -
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