Zack Tan Zheng You
Personal Financial Consultant
Summary
Financial professional skilled in delivering tailored financial solutions and strategic advice. Proven ability to foster collaborative team environments and drive results in dynamic settings. Recognized for expertise in financial planning and analytical skills.
Overview
4
4
years of professional experience
Work History
Personal Financial Consultant
Oversea-Chinese Banking Corporation Limited
03.2025 - Current
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
- Advised clients on portfolio allocation and various investment types.
Financial Consultant
Singapore Life
12.2023 - 10.2024
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
Financial Consultant
Hong Leong Assurance
10.2021 - 02.2024
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
Mortgage Consultant
Public Bank Berhad
04.2021 - 10.2021
- Negotiated favorable loan terms on behalf of clients, securing advantageous deals that aligned with their financial goals.
- Organized informational seminars on mortgages for both prospective buyers as well as real estate professionals which resulted in higher referral rates.
- Analyzed complex financial data to determine appropriate loan options for clients based on their unique circumstances.
- Continuously updated knowledge of market trends and lending guidelines, staying ahead in the competitive mortgage industry.
Education
Bachelor of Arts - Business in Entrepreneurship
Universiti Tunku Abdul Rahman
Malaysia 04.2001 -
Skills
Portfolio diversification
Timeline
Personal Financial Consultant
Oversea-Chinese Banking Corporation Limited
03.2025 - Current
Financial Consultant
Singapore Life
12.2023 - 10.2024
Financial Consultant
Hong Leong Assurance
10.2021 - 02.2024
Mortgage Consultant
Public Bank Berhad
04.2021 - 10.2021
Bachelor of Arts - Business in Entrepreneurship
Universiti Tunku Abdul Rahman
04.2001 -
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