Joel Sim

Experience

• 

  Phillip Securities Pte Ltd

  Sept 2009 - Jan 2011

  Financial Advisory Consultant

  • Conduct Know Your Client (KYC) requirements for new clients.• Develop and maintain long-term relationships with individual and corporate clients by providing excellent customer service with successive follow-up reviews• Provide financial advisory and planning services to clients with regards to wealth accumulation / protection, education savings, insurance, retirement and regular savings plans• Work closely with clients to conceptualize, develop strategies and provide financial service solutions to achieve client’s financial goals• Keep up to date with market development, investment products and other areas that can affect the market Show less

• 

  Phillip Securities Pte Ltd

  Apr 2011 - Apr 2018

  • Meticulous and client centric to develop excellent client relations - including financial institutions, boutique funds, corporations, high-net-worth and professionals• Strong communication skills to present to clients on an individual or in a seminar capacity, to update them on the market, companies and industries• Well-versed in a range of financial products such as equities, bonds, unit trusts, contracts for difference, exchange traded funds and regular savings plan• Well-versed in fundamental and technical analysis on stocks• Analytical mindset to see how current events will affect the market and clients’ portfolio• Manage clients’ risk exposure and execution of local and regional financial markets• Manage a portfolio of clients, assist them in equities dealing, products (ELN, Bonds and other related products)• Managing phone and online trade flows, and attending to clients’ portfolio risk Show less

  • Financial Services Consultant

    Sept 2014 - Apr 2018

  • Trading Representative (Remisier)

    Apr 2011 - Apr 2018
• 

  Finance Savvy

  Dec 2015 - now

  Founder

  *SEMINARS & WORKSHOPS*• Invited Speaker at Traders Fair & Gala Night organized by FinExpo at Marina Bay Sands• Invited Speaker at Seedly Mega Personal Finance Festival 2019 (1200 pax)• Invited Speaker at AlgoMerchant• Invited Speaker at DBSNAV• Breakout Session Leader at Yale-NUS Women in Finance Conference• Invited Speaker at Investor Exchange • Invited Speaker at Invest Carnival• Invited Speaker at SGX Sector Connect*FEATURED IN*• PhillipCapital• Phillip CFD• Singapore Exchange• 938 Live Radio Station*AWARDS*• Awarded "Best Improved Performance" in 2017• Awarded the "Top CFD Specialist" in 2014*ACHIEVEMENTS*• Author of "7 Closely- Guarded Secrets for Stock Market Success"• Created “Wealth Trader Mentorship” – a one year coaching program for individuals passionate in trading and investing • Creation of J- Signal – automated trading system partnership with AlgoMerchant• Creation of FinanceSavvy Trend Trading system – automated trading system partnership with Chartnexus Pte Ltd• Listed on PhillipCFD website as a mentor• Certified as a CFD (Contracts for Difference) and ETF (Exchange Traded Funds) specialist• Member of High IQ Society MENSA• Founded mrfinancesavvy.com Show less

• 

  Institute of Technical Education

  Apr 2018 - Sept 2022

  Lecturer

  • Internship Coordinator for Nitec in Business Services course – secured 50% of 626 industry places with 81 companies in year 2020 during COVID-19 period for first Enhanced Industry Attachment (EIA) Programme, created new EIA operational processes and databases for Nitec in Business Services of 3 colleges and organised EIA Communication Session for Parents in Nov 2020. Awarded with ITE Service Excellence (Individual)• Developed Certificate of Competency course – Flexipreneur for a Gig Economy, for adult learning and implemented as part of SGUnited Skills Programme (Train & Place) • Chief Module Coordinator across 3 ITE colleges for the curriculum development of Sales Techniques & Engagement trade module• Awarded with ITE Wow Service Commendation in 2021 for wowing a Train & Place course participant as one who loves to teach, is able to engage students and makes learning simple and fun• Design curriculum, plan and deliver lessons for both pre-employment training (PET) and continuing education and training (CET), including setting of assignments, assessments and moderation of results• Develop and lead collaborative projects with inter-department colleagues and industry• Mentor and guide students in their holistic development • Carry out industry projects to remain relevant in my profession and to evolving changes in industry and maintain strong linkages with industry and schools• Carry out all relevant responsibilities related to the teaching role, such as invigilation, marking assignments, projects, tests and examination papers, including systems entry of marks and attendance Show less

• 

  Republic Polytechnic

  Sept 2022 - now

  Lecturer

  • Entrepreneurship Lead: Coordinate various entrepreneurship events and activities to enhance student learning experiences outside the classroom. Collaborate with the Office of Entrepreneurship Development on new initiatives, such as the Innovation and Entrepreneurship Overseas Internship and I&E SOT. Foster an entrepreneurial spirit among students by promoting participation in a wide array of entrepreneurship programmes and activities.• Entrepreneurship Immersion Programme: Business coach to two teams of students, guiding them through the processes of idea generation, prototyping, and monitoring their progress. Facilitate their journey towards pitching their businesses to potential investors, equipping them with the practical skills necessary to thrive in the entrepreneurial landscape.• Advisor for Youth Entrepreneurship & co-op Interest Group: Guide the group executive committee in planning their work, reviewing business proposals and marketing collaterals. Arrange industry talks, business case competitions, and business carnivals to enrich students' learning experiences.• Module Chair B003 - Launching your Start-up (AY23S1) and Co- Module Chair for B101 - Entrepreneurship (AY22S2): Head the planning and delivery of module content, ensuring it aligns with learning objectives and industry relevance. Provide academic guidance and resources to foster a conducive learning environment.• Industry Immersion Programme Lead: Oversee the execution and quality control of job postings on the Internship Placement System. Serve as a liaison between industry partners and the school for any internship inquiries. Conduct comprehensive briefings for both students and lecturers about the Industry Immersion Programme. Regularly monitor students' progress and maintain open communication with lecturers.• Module Chair B334 - Social Entrepreneurship Practicum: responsible for sourcing industry-relevant projects for final-year students. Show less