Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Yik LUn Wong

Yik LUn Wong

Summary

  • Dynamic Financial Advisor with a proven track record at Prudential Life Insurance, excelling in relationship building and investment advice. Successfully developed long-term client partnerships, enhancing customer loyalty and satisfaction. Skilled in analytical thinking and project coordination, I effectively tailored financial solutions to meet diverse client needs, driving significant portfolio growth.
  • Results-oriented professional well-versed in project coordination and process improvement. Known for driving initiatives that streamline operations and enhance productivity. Proven ability to foster teamwork and adapt to evolving project needs with focus on achieving objectives.

Overview

13
13
years of professional experience

Work History

Financial Advisor

Prudential Life Insurance
06.2022 - 02.2025
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Business Development Executive

Mencast Pte Ltd
01.2021 - 04.2022
  • Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
  • Increased client base by identifying and pursuing new business opportunities through market research and networking.
  • Established and maintained highly effective relationships with clients and industry partners to drive growth.
  • Communicated directly with customers and partners to build strong business networks and relationships.

Boarding Officer

Standard Marine Pte Ltd
04.2015 - 06.2019
  • Reduced instances of non-compliance by conducting regular audits of onboard safety equipment and operational procedures.
  • Used public address system to make announcements and updates regarding delays and departures.
  • Assisted passengers at ticket counter and gate areas by checking baggage, issuing tickets, assigning seats and booking alternative flights.
  • Identified potential risks associated with vessel operations, recommending preventive measures to mitigate hazards effectively.
  • Verified names on passenger manifest and passenger ticket stamps to authorize airplane boarding.
  • Collaborated with customs officials to expedite cargo clearance, reducing overall turnaround time.

Project Coordinator

Contrac Image Pte Ltd
05.2012 - 02.2014
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.

Education

No Degree - Manufacturing Engineering

Nanyang Polytechnic
Singapore
04-2012

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Budgeting advice
  • Problem-solving
  • Time management
  • Project coordination
  • Team coordination

Languages

English
Intermediate (B1)
Chinese (Mandarin)
Intermediate (B1)
Chinese (Cantonese)
Intermediate (B1)

Timeline

Financial Advisor

Prudential Life Insurance
06.2022 - 02.2025

Business Development Executive

Mencast Pte Ltd
01.2021 - 04.2022

Boarding Officer

Standard Marine Pte Ltd
04.2015 - 06.2019

Project Coordinator

Contrac Image Pte Ltd
05.2012 - 02.2014

No Degree - Manufacturing Engineering

Nanyang Polytechnic

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Yik LUn Wong