Peter Sim Xin Fu

Financial Consultant | Helping Professionals & Business Owners in Singapore Protect Income, Grow Wealth & Secure Their Future

Singapore, Singapore

About

I believe financial planning is not just about numbers, it’s about protecting the people and future that matter most. As a Financial Advisor Representative with Great Eastern Singapore, I work with individuals and families to build financial clarity and confidence through proper protection, wealth accumulation, and legacy planning. Many people know they should plan ahead, but they are unsure where to start. My role is to simplify complex financial matters and help clients make informed decisions that align with their life goals. I support clients in areas such as: • Personal financial planning • Protection planning (life, critical illness, disability) • Wealth accumulation and long-term planning • Retirement preparation • Legacy and estate planning awareness My approach is simple : listen first, understand each client's priorities, and provide thoughtful solutions that are practical and sustainable. If you believe financial planning should be proactive rather than reactive, I would be happy to connect and exchange ideas. Let’s build a more secure financial future

Experience

  • Financial Advisor Representative at Great Eastern
    Nov 2025 - Present · 9 mos

  • Caregiving at Career Break
    Sep 2024 - Present · 1 yr 11 mos

    Taking care of terminal ill parent and newborn during this period

  • Cookaburra Bbq (Bukit Batok) (Full-time · 10 yrs 3 mos)
    • Senior Manager Sales Operations
      Jun 2020 - Aug 2024 · 4 yrs 3 mos

      - Negotiated contracts with vendors and suppliers, resulting in cost savings and improved supply chain efficiency on yearly basis - Spearheaded process improvements that enhanced forecasting accuracy and optimized inventory management, leading to a more streamlined operation - Overhauled pricing strategy through detailed market analysis, improving profit margins while maintaining competitive positioning in the market - Led change initiatives that streamlined workflows, reduced redundancies, and optimized resource utilization across teams - Led the successful launch of new product lines, boosting market share and enhancing brand visibility

    • Retail Store Sales Manager
      Jun 2017 - May 2020 · 3 yrs

      - Developed a high-performing sales team of 10 members by providing ongoing coaching, setting clear expectations, and fostering a positive work environment - Streamlined store operations by identifying inefficiencies and implementing process improvements to increase productivity - Managed store inventory to ensure optimal stock levels, accurate records, and minimized shrinkage through loss prevention measures - Collaborated with higher management and marketing teams to execute effective merchandising strategies with promotional campaigns that drove foot traffic and increased brand awareness in the local community - Coached sales associates on product knowledge, customer service best practices, and selling techniques, significantly improving customer satisfaction ratings. - Built strong relationships with vendors to negotiate favorable terms, secure exclusive merchandise offerings, and improve supply chain efficiency

    • Sales Executive
      Jun 2014 - May 2017 · 3 yrs

      - Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals - Demonstrated expert product knowledge during client interactions, addressing questions and concerns confidently while offering tailored solutions - Contributed to event marketing, sales, and brand promotion - Collaborated with other e-commerce platforms, such as Amazon Prime, Lazada, and Qoo10, in addition to the company's e-commerce website - Managed pipeline efficiently, prioritizing tasks according to urgency and importance while maintaining focus on long-term objectives

  • Social & Recreation Facilitator at Singapore Orchid Country Club
    Oct 2013 - Jun 2014 · 9 mos

    - Took charge of social events and activities, including Aranda Lounge, karaoke rooms, and mahjong rooms - Boosted member engagement by organizing inclusive recreational events catering to diverse age groups and backgrounds - Streamlined program planning processes by collaborating with team members, resulting in efficient resource allocation and improved program quality - Managed budgets for multiple recreational programs, optimizing spending while maintaining high quality offerings for participants - Strengthened relationships with commercial partners by establishing regular communication channels, fostering collaborative opportunities for future events and programs - Trained staff members on conducting events and adhering to safety procedures

  • Front Desk Receptionist Intern / Butler at Fairmont Singapore & Swissôtel The Stamford
    Jan 2013 - Jul 2013 · 7 mos

    - Intern at Swissotel The Stamford, Swiss Executive Lounge - Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information - Expedited check-in/check-out processes for clients by efficiently handling paperwork and payment transactions with attention to detail and accuracy - Maintained inventory levels, ordering office supplies when necessary to prevent shortages or delays in operations