Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
2
2
Languages
Work History
Financial Planner
AIA Group Limited
02.2023 - Current
Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.
Drafted comprehensive financial plan to offer recommendations and supporting data.