Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Yahui Ji

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Talented Business Development Executive brings high-level business, marketing and sales acumen. Drives competitive growth through proactive relationship building and pursuit of business opportunities . Savvy to industry trends, practices and customer demands.

Overview

8
8
years of professional experience

Work History

Financial Consultant

Prudential
01.2023 - 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.
  • Achived COT in 2023.

Financial Consultant

Great Eastern FA
09.2021 - 11.2022
  • 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.

Software Engineer

Realtek Semiconductor
01.2021 - 08.2021

Ameba IoT solution development

Software Engineer

Thales
08.2016 - 01.2021
  • Worked with software development and testing team members to design and develop robust solutions to meet client requirements for functionality, scalability, and performance.
  • Consistently met project deadlines by effectively managing time and prioritizing tasks according to importance.
  • Analyzed proposed technical solutions based on customer requirements.
  • Developed scalable and maintainable code, ensuring long-term stability of the software.

Education

Bachelor of Engineering - Computer Engineering

National University of Singapore
Singapore
05.2016

Skills

  • Technical Analysis
  • Trend Analysis
  • Mutual funds
  • Financial Planning
  • Sales and Marketing
  • Customer Service
  • Sales Presentations
  • Relationship Building
  • Customer Relationship Management
  • Business development and planning
  • Negotiations
  • New Business Development

Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)

Timeline

Financial Consultant

Prudential
01.2023 - Current

Financial Consultant

Great Eastern FA
09.2021 - 11.2022

Software Engineer

Realtek Semiconductor
01.2021 - 08.2021

Software Engineer

Thales
08.2016 - 01.2021

Bachelor of Engineering - Computer Engineering

National University of Singapore
Yahui Ji