Yu Kim Tan

Experience

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  PDVL Overseas Advisory

  Jan 2015 - Jan 2016

  Sales Associate

  • The process involves counseling the students for overseas education; follow-up with the student, solving the student queries and handling the registrations.• Filing the application forms (University) verifying, them and sending the same to the universities.• Maintaining the data of all registered students and their Visa status etc.• Counsel students and send them abroad for higher studies.• Identify skills, interests & career goals of the prospective students.

• 

  Self-employed

  Jan 2016 - now

  Portfolio Manager

  • Undertake sectoral study, fundamental and technical analysis on securities and to make appropriate recommendations for investment purpose• Identify and evaluate the return on investment in companies based on fundamental and technical aspects• Constantly monitor and update securities performance and information for client• Analyse, monitor and update securities performance and information for client• Managing Family equity portfolio • Investing company excess fund in local & oversea equity market to diversify risk in fluctuation of FCPO price Tunjukkan kurang

• 

  Wisdom Realty SDN BHD

  Jul 2017 - Jan 2017

  Finance Accounting Intern

  • Shadowing members of the Accounting department as they perform their duties.• Assisting with research, filing, data entry, and recording and maintaining accurate and complete financial records.• Preparing financial reports, such as balance sheets and income statements, invoices, and other documents.• Handling sensitive or confidential information with honesty and integrity.• Learning how to work as part of the Accounting team to compile and analyze data, track information, and support the company or clients.• Taking on additional tasks or projects to learn more about accounting and office operations.• Analysing and evaluating real estate investment opportunities specialise in major asset class, residential property.• Monitoring current project well with experience of crafting investment report for internal use Tunjukkan kurang