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1

financial consultant

  • Was the youngest in a team of consultants assembled to support Small and Medium scale Enterprises (SME’s) to overcome barriers to growth and build competitive businesses for 1,000 enterprises on the £4M UK-Aid funded ENGINE project.
  • Install systems of recording costs or other financial and budgetary data and provide advice on such systems, based on examination of current financial records.
  • Maintain sales goals by deepening the branch customer base through proactive sales and service abilities.
  • Handle any problems with customer accounts by effectively managing all risk though the bank’s risk management framework 
2

financial consultant

  • Approach and meet customer.
  • Tailored financial and insurance plan to best suite customer financial status.
  • Market and develop business across various channels and networks.
  • Activities participate in company activities. (e.g. training, meeting and marketing activities.) 
3

financial consultant

  • Achieved Company Incentive Bangkok Trip “Fast Track” within 4 months.
  • Qualified for Agency Incentive Trip to Australia in 2019.
  • Provide personalized insurance/financial solutions to clients.
  • Worked closely with Business Development Managers and Underwriters to resolve issues pertaining to investment and insurance policies (Approval and claims etc.)
  • Possessed proactiveness in boosting investment knowledge for myself and clients.
  • Supported daily client servicing duties.
4

senior financial consultant

  • Interview clients and prospects to determine asset levels, liabilities, risk tolerance, insurance coverage, tax status and financial objectives in order to prepare a financial plan
  • Conduct quarterly meetings with clients to review financial markets and progress towards their financial goals and plans
  • Develop prospects from current clients, referral leads, marketing events, networking activities and centers of influence (CPA’s, Attorney’s, Real Estate Agents and Mortgage Brokers)
  • Keep abreast of business and investment trends in order to advise clients on market expectations and prospective opportunities
  • Host financial presentations to groups to attract new clients
  • Continual due diligence on investment products and strategies
  • Monitor and maintain website and social media campaigns
5

financial consultant

  • Network within communities to find and attract new business
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors
  • Oversee the flow of cash or financial instruments
  • Review collection reports to determine the status of collections and the amounts of outstanding balances