Christopher Sim
Financial Advisor
Choa Chu Kang Crescent,Singapore
Summary
Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Overview
15
15
years of professional experience
2
2
Languages
Work History
Financial Advisor
Great Eastern Life
03.2020 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed comprehensive financial plans for clients to achieve their long-term financial goals, resulting in increased client satisfaction.
Real Estate Agent
Propnex
01.2015 - 12.2019
- Negotiated, facilitated, and managed real estate transactions.
- Communicated with clients to understand property needs and preferences.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Advised clients on market conditions and property value for informed decision-making.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
- Exceeded annual sales goals by implementing effective time management strategies and prioritizing tasks accordingly.
- Guided first-time homebuyers through purchasing process, making it less daunting and more understandable.
Real Estate Agent
Huttons
01.2014 - 12.2014
Real Estate Agent
Dennis Wee Group
01.2010 - 12.2013
Education
Diploma - Electronics And Computer Engineering
Ngee Ann Polytechnic
Singapore12-2008
Skills
Investment planning
Client relations
Problem-solving
Insurance decisions
Sales and marketing
Financial advising
Sales expertise
Relationship building and management
Time management
Financial services
Critical thinking
Multitasking and organization
Timeline
Financial Advisor
Great Eastern Life
03.2020 - Current
Real Estate Agent
Propnex
01.2015 - 12.2019
Real Estate Agent
Huttons
01.2014 - 12.2014
Real Estate Agent
Dennis Wee Group
01.2010 - 12.2013
Diploma - Electronics And Computer Engineering
Ngee Ann Polytechnic