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.

In the future

Ambition

In the future

NA

Oct 2019
-
Present

Senior Relationship Manager
Present

Oct 2019 -

Present

-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

Sept 2018
-
Oct 2019

Financial Planner

Sept 2018 - Oct 2019

 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

June 2019

AXA Convention trip to BKK in 2019

June 2019

Mar 2018
-
Sept 2018

DBS Bank

7 months

Wealth Planning Manager

Mar 2018 - Sept 2018

 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

May 2014
-
Feb 2018

Senior Executive/Assistant Manager

May 2014 - Feb 2018

 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

Sept 2009
-
May 2014

Deputy Platoon Sergeant

Sept 2009 - May 2014

 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.


Skills and qualities

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

June 2019

AXA Convention trip to BKK in 2019

June 2019

Certificate in Retirement Planning

July 2018

BCP & PGI

Mar 2018

CFMAS M9

Mar 2018

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Languages

Chinese - Native, English - Native