Wee Yeong Wen Benjamin
Financial Advisor
Singapore
Overview
6
6
years of professional experience
Work History
Senior Financial Advisor
IPP Financial Advisers
Singapore, Singapore
2021.12 - 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
2019.07 - 2023.11
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 2001.04 -
No Degree - Diploma in Accounting And Finance
PSB
Singapore 2001.04 -
Skills
Verbal and written communication
Insurance planning
Sales and marketing
Relationship building
Above average people skills
Timeline
Senior Financial Advisor
IPP Financial Advisers
2021.12 - Current
Project Manager
IPP Financial Services Holding
2019.07 - 2023.11
Bachelor of Arts - Accounting And Finance
Coventry University
2001.04 -
No Degree - Diploma in Accounting And Finance
PSB
2001.04 -