Zu Yao Tan
Summary
Degree graduate with work experience from various industries part-time and a hobby/passion in Gaming/IT. Strategic planner with an eye for details and a fast-learner solving problems independently.
Overview
6
6
years of professional experience
Work History
Desktop Support Engineer
NCS
02.2024 - Current
- Installed new or upgraded hardware and software and coordinated installation and follow-up with user to achieve customer satisfaction.
- Configured hardware, devices, and software to set up for clients.
- Enhanced system performance by troubleshooting and resolving software, hardware, and network issues.
Policy Administrator
Howden Private Wealth
02.2022 - 04.2023
- Prepare annual reviews for clients yearly policy reviews
- Handle servicing requests for policy changes including claims
- Manage and update client accounts of their policies via dynamics 365
Financial Advisor
GREAT EASTERN
08.2019 - 01.2022
- Kept up strong pipeline of incoming leads through networking, cold calling, and referrals
- Offered clients strategic advice across multiple financial products and services, including debt management, insurance coverage, and investments
- Guided clients toward profitable and secure financial decisions with persuasion and knowledge of available products
Financial Advisor
AXA
08.2018 - 06.2019
- Determined clients' needs through consultative appointments focused on analyzing existing situations and identifying opportunities for improvement
- Helped clients devise personalized strategies covering areas such as insurance, savings, and investment
- Identified compatible investment opportunities through in-depth investigation and comparison
Education
Bachelor of Business - Management
RMIT University
01.2017
Diploma in Business Studies - Dual Option in Service Management and Marketing
Ngee Ann Polytechnic
01.2013
Skills
- Teamwork
- Decision-Making
- Team Leadership
- Communication
- Data Analysis
- Microsoft Office
- Problem Solving
- Critical Thinking
- Financial Advisory
- Strategic Planning
Timeline
Desktop Support Engineer
NCS
02.2024 - Current
Policy Administrator
Howden Private Wealth
02.2022 - 04.2023
Financial Advisor
GREAT EASTERN
08.2019 - 01.2022
Financial Advisor
AXA
08.2018 - 06.2019
Diploma in Business Studies - Dual Option in Service Management and Marketing
Ngee Ann Polytechnic
Bachelor of Business - Management
RMIT University
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