Financial Consultant

Specialist & Consultant

? Engaged clients and potential leads in robust wealth management and insurance plan counselling sessions regarding financial well-being, investment concerns and maximizing retirement savings.
? Identified need for guidance based on consultative dialogue with client.
? Assisted clients with insurance claims for medical reimbursements from Personal Accident Plan
? Closed insurance and investment-linked plans with various clients

? Utilized MYOB accounting software for sales and order registration.
? Designed promotional posters for marketing.
? Provided customer service assistance for company orders.
? Filing and archiving of taxes invoices and delivery orders.
? Accounting and keying of data.
? Sourcing and acquisition of new merchants.
? Arranging interviews for suitable candidates for vacant positions.

Admin Assistant

? Managed inventory and stock replenishment.
? Helped with packaging of products.
? Delivered parcels and orders to various customers and companies.

Warehouse Assistant

Find out detailed information about Ong Jia Kang, Financial Consultant 

Ong Jia Kang: Financial Consultant

Ong Jia Kang

Nanyang Technological University