Overview
Work History
Education
Skills
Timeline
Generic
Wee Yeong Wen Benjamin

Wee Yeong Wen Benjamin

Financial Advisor
Singapore

Overview

6
6
years of professional experience

Work History

Senior Financial Advisor

IPP Financial Advisers
Singapore, Singapore
12.2021 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Project Manager

IPP Financial Services Holding
Singapore, Singapore
07.2019 - 11.2023

Overseas assets for identifying property projects in the U.S. Maintaining relations with our overseas partner and HNW clients.

Education

Bachelor of Arts - Accounting And Finance

Coventry University
Singapore
04.2001 -

No Degree - Diploma in Accounting And Finance

PSB
Singapore
04.2001 -

Skills

Verbal and written communication

Insurance planning

Sales and marketing

Relationship building

Above average people skills

Timeline

Senior Financial Advisor

IPP Financial Advisers
12.2021 - Current

Project Manager

IPP Financial Services Holding
07.2019 - 11.2023

Bachelor of Arts - Accounting And Finance

Coventry University
04.2001 -

No Degree - Diploma in Accounting And Finance

PSB
04.2001 -
Wee Yeong Wen BenjaminFinancial Advisor