Bryan Ching Estate Planning For Senior Professionals

Experience

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  Adam Khoo Learning Technologies Group

  Aug 2016 - Sept 2017

  Training Support Officer / Outdoor Coach

  • Facilitate and coordinate comprehensive development training programs that can potentially inspire and impact participants’ lives significantly• Training programs include investment courses and development programs for primary and secondary school students.• Consolidate review from participants and provide constructive feedback to further enhance the quality of the training programs for participants • Manage the logistics and games at each training, allowing the program to run smoothly. Show less

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  Tung Lok Restaurants 2000 Ltd

  Sept 2017 - Oct 2017

  Sales Assistant

  • Assisted with the sales of 16 different items and involves persuading customers walking by to try our products• Was able to clinch several large deals for the event as they were purchasing for corporate use. One of it was clinching a 100 box deal with a customer.

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  PwC

  Sept 2017 - Apr 2018

  Audit Intern

  • Assisted in various forms of audit and reporting – reporting to group auditors, quarterly reporting and reporting of financial statements• Performed different testings – controls testing, substantive analytics and substantive testing to ensure that the accounts are free from material misstatements• Vouched to many forms of accounts (including revenue, inventory and more) to validate amounts and ensure the existence of these amounts.• Worked directly with my manager on tight reporting deadlines and communicated with client effectively to get work done. Show less

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  Trident Digital

  Sept 2019 - Oct 2021

  Co-Founder

  Launched Trident Digital to help elite financial advisors or directors make waves in their business digitally so they can focus their time more efficiently.We’ve helped our clients increase their leads by creating targeted and meaningful content that bring value to their audience. One of our clients saw their social media following increase by 117% in a few months.Client Testimonials:”They solve your problem of content creation and brainstorming... There are certain tasks that you have to delegate, so you can focus your time more efficiently on doing the job that brings in the cash.” – Caleb Tay, Financial Advisor“Before meeting Trident, I was actually doing my content creation on my own Instagram page. I realised I did not have a structure to it and it was messy. After meeting with Trident, they actually helped me create a structure for it. And it makes things very organised for me. Most importantly, helped me save a lot of time. And, it is what I’m looking for.” – Nicholas Soh, Financial Student Advisor“After engaging with Trident, I better understand what kind of marketing direction I should keep to...and what kind of content would attract more people. I received quite a lot of good feedback about the things that I post and the aesthetics of my posts as well, which gave me more leads. – Klyssa Chong, Financial AdvisorServices include: Media Creation, Online Advertising, Social Media Management, Sales Funnels, Email Automation, and more... Show less

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  China-ASEAN New Smart City Innovation & Entrepreneurship Competition (ASEAN Division)

  Sept 2020 - Nov 2020

  Media Buyer, Content Marketer and Website Builder

  Tasked to build a website in a tight schedule and managed to complete it within two days. I was also responsible for social media advertising and content marketing that saw more than 160 sign ups for the competition. In addition, I set up email automation for the application process.

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  Advisors Alliance Group

  Nov 2021 - Feb 2023

  Financial Services Consultant
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  Ascendance Wealth Management (AWM)

  Feb 2023 - now

  • Investment Asset Allocation (Single & Regular Premiums)• Risk Management• Income Tax Planning• CPF/SRS Optimisation Strategies• Retirement Planning• Mortgage Refinancing & Planning (Including Reverse Equity Term)• Estate & Legacy Planning (Wills & Trusts)

  • Director | Executive Personal Wealth Manager

    Jan 2025 - now

  • Associate Director

    Jan 2024 - Jan 2025

  • Senior Personal Wealth Manager

    Feb 2023 - Jan 2024