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
**********.***@*****.*** +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
**********.***@*****.*** +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.