Yi Li Tan

Actuarial Science Student | University of Kent

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

About

Experience

  • Financial Advisory Intern at Stack Advisory Sdn Bhd
    Jul 2024 - Sep 2024 · 3 mos

    - Assisted with client communications and follow-ups for insurance products; also gained exposure to will planning and investment planning services - Supported marketing and outreach activities - Explain product features to prospective customers - Maintained records and organised customer information