Teo Zi Sheng Jason

Bank of china / Senior Relationship Manager

Teo Zi Sheng Jason

Bank of china / Senior Relationship Manager

Teo Zi Sheng Jason

Bank of china / Senior Relationship Manager

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Singapore

The dynamic, ever-changing and challenging financial world sparks great interest in me and it triggers me to pursue a bachelor’s in finance. As a goal-orientated with strong interpersonal skills and knowing the importance of the smallest details, I believe it would help grow and widen my horizons in my career. I am looking for a more exciting and challenging career ahead of me.

未来

この先やってみたいこと

未来

NA

2019年10月
-
現在
Bank of china

Bank of china

2 years

Senior Relationship Manager
現在

2019年10月 -

現在

-Listen,analysis customers need and portfolio planning on customer needs and objectives - Maximized customers portfolio return using various banking instrument such as insurance and unit trusts - building and maintaining banking relationships with customers

2018年9月
-
2019年10月
AXA Insurance

AXA Insurance

1 year

Financial Planner

2018年9月 - 2019年10月

 Financial planner with AXA specialist in investment mutual fund  Listen, analysis customers’ needs and holistic portfolio planning on customer objectives using investment instrument and other  Planner, who maximized customers portfolio to their best return using various instruments and technology

Top financial planner in Feb 2019 for Organisation

AXA Convention trip to BKK in 2019

2018年3月
-
2018年9月
DBS Bank

DBS Bank

7 months

Wealth Planning Manager

2018年3月 - 2018年9月

 Wealth Planning Manager role with DBS bank  Listen, analysis customers’ needs and holistic portfolio planning on customer needs and objective based on their financial  Planner, who maximized customers portfolio return using various bank instruments  Building a relationship with customers for the long term

2014年5月
-
2018年2月
Chong Fine Jewellery Co. Ltd

Chong Fine Jewellery Co. Ltd

4 years

Senior Executive/Assistant Manager

2014年5月 - 2018年2月

 Base in Hong Kong and China (Guangzhou) with business trip to Middle East such as Dubai and Turkey  Sourcing and opening establishing contact and developing relationships with news and existing prospects customers  Negotiating and determining the price of products with customers to maximize company profit and service improvements to r

2009年9月
-
2014年5月
Republic of Singapore Air Force

Republic of Singapore Air Force

5 years

Deputy Platoon Sergeant

2009年9月 - 2014年5月

 Air defense system specialist in Singapore Air Force  Holding the position of deputy platoon sergeant and stand in as platoon sergeant for team  Tasked with ensuring mission success and high morale of the men during real, crucial and peacetime operation. Ensured equipment and documents in top condition for any time to protect Singapore sky and national security.


スキルと特徴

Relationship Management

0

Customer Relationship Management (CRM)

0

Portfolio management

0

Management

0

Positive thinking

0

Awards and Certifications

Top financial planner in Feb 2019 for Organisation

AXA Convention trip to BKK in 2019

Best trainee in RSAF for air defense course

Certificate in Retirement Planning

2018年7月

BCP & PGI

2018年3月

さらに表示


言語

中国語 - ネイティブ, 英語 - ネイティブ

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