Neo Wei Xiang

Intern

130 followers

Singapore

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Timeline
About me
Ex Financial Services Director | 4 x MDRT 2021 - 2024 l 2 x MDA 2023 & 2024
Education
- Murdoch University
  2016 - 2017
  Bachelor of Commerce in Banking and Finance (Double Major) Banking and Financial Support Services
- Singapore Polytechnic
  2010 - 2013
  Diploma in Banking & Finance Banking and Financial Support Services
Experience
- OCBC Bank
  Dec 2012 - Mar 2013
  Intern
  OCBC-Global Trade Finance Department• Compilation of weekly and monthly sales figures into reports• Part of the team to verify loan applications from corporations • Ensured completeness of documents and detailing information into automated application database
- In. Element Pte Ltd
  Mar 2013 - Jun 2013
  Assistant Accountant
  • Tracking and verifying payments from vendors• Tasked with monitoring of company’s budget for individual projects• Data entry of invoices in preparation of monthly reports on company’s expenditures
- Ministry of Defence of Singapore
  Oct 2014 - Feb 2018
  - Analysis Officer, Intelligence Branch, HQ Special Operation Task Force
    Apr 2016 - Feb 2018
  - Course Coordinator, Tactical Fire Centre, Artillery Institute
    Oct 2014 - Apr 2016
- Prudential Assurance Company Singapore
  Jul 2018 - Apr 2024
  2023 - MDRT Qualifier and Million Dollar Agency Award 2022 - MDRT Qualifier and Million Dollar Agency Award 2021 - MDRT Qualifier 2020 - MDRT Qualifier 2019 - Premier Bronze Award • Star Club Qualifier • Quality Club Elite Qualifier • Top 30 Rookies Financial Consultant2018 - Quality Club Elite Qualifier • Life Club Qualifier• Fast Track Qualifier
  - Financial Services Director
    Jan 2024 - Apr 2024
  - Senior Financial Services Manager
    Jan 2023 - Jan 2024
  - Financial Service Manager
    Jan 2022 - Feb 2023
  - Senior Financial Consultant l Associate Financial Service Manager
    Jul 2018 - Jan 2022
Licenses & Certifications
- CMFAS, M5, M9, M9A &, HI
  Singapore College of Insurance Ltd
  Oct 2018
- IBFQ Level 1
  IBFSG - The Institute of Banking & Finance Singapore
  Feb 2021
Honors & Awards
- Awarded to Neo Wei Xiang
  Million Dollar Agency 2022 and 2023 l Million Dollar Round Table 2020, 2021,2022 and 2023 MDRT Apr 2021
Volunteer Experience
- Volunteer
  Issued by Rotaract Club of Singapore on Jan 2015
  Associated with Neo Wei Xiang