Employment History

Financial Consultant

Prestige Partners (Agency of Prudential Assurance Company Singapore) 14th May 2020– Current

§ Providing financial advice to clients based on their circumstances, appetite for risk, desired level of future investment growth and protection

§ Analyzing client information and future financial projections to ascertain the best investment solutions, strategies and protection for clients

§ Strong knowledge of a range of financial products, including insurance, retirement, savings, investment etc.

§ Excellent interpersonal skills with an emphasis on actively listening to and understanding clients’ needs

§ Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances

§ Producing financial reports and communicating to clients what the figures mean

§ Good understanding of relevant regulatory policies that govern the financial sector

§ Able to create financial projections and explain complex financial information clearly

§ Meeting all regulatory requirements

§ Keeping up to date with the latest financial products and regulatory changes Recruitment/Training and Project Consultant

Prestige Partners (Agency of Prudential Assurance Company Singapore) 20th November 2017 – 14th May 2020

§ Develop training manuals

§ Execute and oversee adhoc projects

Concierge / Luxury Lifestyle Consultant

John Paul Singapore

19th June 2017 - 20th September 2017

§ Provide an intuitive customer centric experience

§ Develop training manuals

Technical Officer, Facilities

Keppel DC Singapore 2 Pte Ltd (Keppel T&T)

21st November 2016 - 11th June 2017

§ Supporting Facilities Team Lead in the management, operation and maintenance of all building and facilities equipment / services, and building management functions

§ Supervising facilities management service vendors and ensure full compliance to the contract scope and expectations

Technical Support Advisor

Apple South Asia Pte Ltd (“Apple”)

3rd December 2014 - 15th August 2016

§ Provide first level technical support to Apple’s customers

§ Promote and process sales for Apple hardware, software and service offerings Account Executive / Technical Services

Atelier Team Consultant Pte Ltd

15th May 2012 - 31st August 2013

§ Brainstorm and oversee events and promotion for clients

§ Technical support for customers

SCOTT LYN KLEIN LEE YOU LIN

Block 730 #06-39, Yishun Street 71, Singapore (760730) Currently working as Finanical Consultant in Prestige Partners. A resourceful individual with more than 18 years of work experience in customer service, technical support, banking, telecommunication and production. Bilingual in English and Mandarin, worked with the international market especially ANZ and SEA/China/Taiwan/Hong Kong/Macau.

[Qualifications]

Course and Grade Achieved

CMFAS M8A – Collective Investment

Schemes II

Singapore College of Insurance

22th Sep 2023

CMFAS M8 - Collective Investment

Schemes

Singapore College of Insurance

19h Sep 2023

CFPC - Certificate In Financial Needs

Analysis And Plan Construction

Singapore College of Insurance

15th Feb 2021

CMFAS HLI – Health Insurance

Singapore College of Insurance

9th June 2020

CMFAS M5 - Rules And Regulations

For Financial Advisory Services

Singapore College of Insurance

13th Mar 2020

CMFAS M9 - Life Insurance And

Investment-Linked Policies

Singapore College of Insurance

14th Feb 2020

CMFAS M9A - Life Insurance And

Investment-Linked Policies II

Singapore College of Insurance

24th May 2019

WSQ Advanced Certificate in

Training and Assessment (ACTA)

Institute for Adult Learning Singapore

12th June 2018

Personal General Insurance

Singapore College of Insurance

26th January 2012

Basic Insurance Concepts and

Principles

Singapore College of Insurance

18th January 2012

Diploma in Chemical Engineering

Ngee Ann Polytechnic

1999 – 2002

ad05xi@r.postjobfree.com +65 83636993

1

Employment History

Supervisor / Team Leader

TelePerformance Singapore

4th January 2012 - 3rd April 2012

§ Manage, monitor, coach team of 10-12 agents to hit KPIs

§ Generate and presenting reports for management and clients

§ Create new ideas and incentives program

§ Conduct motivation briefings/meetings for agents Operation / Sales and Marketing Manager

Siang Lee Transport Service

August 2011 - September 2014

§ Operation management

§ Generating invoices / salaries

AOS After Sales Support

Apple South Asia Pte Ltd (“Apple”)

9th November 2010 - 22th August 2011

§ Provide creative solutions to address complex customer problems

§ Share opportunities for operational improvements and suggests improvement strategies

Conference Lead Administrator – Call Execution

Intercall Singapore

15th March 2008 - 31st July 2010

§ Leading of event calls for company conferences.

§ Scheduling of lunch break and shift duties

§ Implementing Standard Operating Procedures

§ Discussion and analyzing data with management and QA team to suggest and implement ways to improve call quality and agent performance based on resources given.

Customer Service Representative

The Hong Kong & Shanghai Banking Corporation Ltd

7th June 2006 - 27th January 2008

§ Dealing with banking accounts, promotions, personal & mortgage loans.

§ Providing service excellence

Mobile Sales Support & Sales Executive

StarHub Pte Ltd

March 2004 - December 2005

§ Closing sales and handing customers’ applications

§ Arranging delivery for installation and products Languages

English Hokkien

Chinese Cantonese

Skills

Words Intermediate

Excel Intermediate

PowerPoint Intermediate

[Achievements]

Award and Presented By

Peer Recognition Award Q4

2009 Intercall Singapore

January 2010

Service Excellence Award

HSBC - Call Centre

January – June 2007

Service Excellence Award

HSBC - Call Centre

January – March 2007

Certificate of Participation –

Helper @ Open House Ngee

Ann Polytechnic

Year 2001

Drum Major – Concert Band

Yishun Town Secondary School

Year 1997 - Year 1998

Basketball School Team –

Participate in North Zone

Competition Yishun Town

Secondary School

Year 1997 - Year 1998

Certificate of Appreciation –

Musical Drama / Band Band

Competition’97 Yishun Town

Secondary School

25th July 1998

Certificate of Achievement –

Silver Award for SYF Band

Competition’97 Yishun Town

Secondary School

25th July 1998

Certificate – 1st in English

Language (1995) Yishun Town

Secondary School

26th July 1996

2

ad05xi@r.postjobfree.com +65 83636993

SCOTT LYN KLEIN LEE YOU LIN

Block 730 #06-39, Yishun Street 71, Singapore (760730) Currently working as Finanical Consultant in Prestige Partners. A resourceful individual with more than 18 years of work experience in customer service, technical support, banking, telecommunication and production. Bilingual in English and Mandarin, worked with the international market especially ANZ and SEA/China/Taiwan/Hong Kong/Macau.

Contact this candidate