Yong Ping Koh
Summary
A motivated and people-oriented professional with strong experience in financial advisory, education, and sports leadership. Currently working as a Financial Advisor at Great Eastern, I specialize in financial needs analysis, risk management, and personalized insurance and investment planning. Through this role, I have cultivated strong communication, empathy, and relationship-building skills — enabling me to understand clients’ unique goals and provide solutions that support their long-term financial security and well-being.
Previously, as an Assistant Physical Education Teacher under the Ministry of Education, I gained valuable experience in mentorship, coaching, and guiding individuals of different backgrounds — fostering motivation, trust, and accountability. This experience sharpened my ability to communicate complex information clearly, adapt to different learning styles, and inspire growth in others — qualities that now enhance my approach to client engagement and financial education.
Throughout my polytechnic and university studies, which emphasized hands-on learning and project-based collaboration, I further developed key professional competencies such as critical thinking, presentation delivery, teamwork, and problem-solving. Working on numerous group projects and presentations strengthened my ability to analyze information, articulate ideas confidently, and collaborate effectively across diverse teams.
Proficient in both written and spoken English and Chinese, I am also able to converse in Hokkien and Cantonese, allowing me to connect with individuals from diverse linguistic and cultural backgrounds.
Apart from my career and education progressions, I have also represented Singapore as a national athlete for Ultimate Frisbee from the year 2023-2025. I embody discipline, teamwork, and perseverance — values which drive my commitment to excellence, consistency, and helping others achieve success both on and off the field.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Work Study Student
Great Eastern
09.2025 - Current
- Assisted clients in developing personalized financial plans based on individual goals and risk tolerance.
- Conducted comprehensive assessments of client financial situations to identify opportunities for improvement.
- Educated clients about investment options, retirement planning, and tax strategies to enhance financial literacy.
- Maintained accurate records of client interactions and financial documents to ensure compliance and confidentiality.
- Developed presentations that effectively communicated complex financial concepts in understandable terms for clients.
- Provided ongoing support, addressing client inquiries and concerns promptly to foster long-term relationships.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
Physical Education Intern
Ministry of Education
04.2021 - 10.2021
- Assisted in planning and delivering engaging physical education lessons.
- Supported student assessments to evaluate fitness levels and skill development.
- Organized recreational activities to promote teamwork and sportsmanship among students.
- Collaborated with educators to integrate physical education into overall curriculum goals.
- Fostered positive relationships with students to enhance learning experiences in physical education.
- Established a safe environment for all participants by enforcing rules consistently while remaining approachable for concerns or questions from students.
Education
Bachelor of Business - Business
Singapore University of Social Sciences
Singapore04-2027
High School Diploma -
Republic Polytechnic
Singapore05-2022
Skills
- Fast learner
- Positive attitude
- Time management
- Attention to detail
- Team collaboration
- Punctual and reliable
- Active listening
- Active learning
- Bilingual in English and Chinese, Able to converse in dialects such as Hokkien and Cantonese
- Ethical awareness
- Performance improvement
- Appointment setting
- Analytical thinking
Accomplishments
- Took over underperforming program and achieved results in student performance, assessment scores, and team sports.
- National Athlete of Team Singapore for Ultimate Frisbee from year 2023-2025
Certification
- Rules,Ethics, and Skills for Financial Advisory Services, Singapore College of Insurance - 29 May 2025
- Life Insurance and Investment-Linked Policies, Singapore College of Insurance - 29 July 2025
- Health Insurance, Singapore College of Insurance - 25 Aug 2025
- Collective Investment Schemes, Singapore College of Insurance - 30 Sep 2025
Timeline
Work Study Student
Great Eastern
09.2025 - Current
Physical Education Intern
Ministry of Education
04.2021 - 10.2021
Bachelor of Business - Business
Singapore University of Social Sciences
High School Diploma -
Republic Polytechnic