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Nicole Kam

Nicole Kam

Financial Specialist
Singapore

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About Nicole Kam:

With 8 years of experience in the financial industry, I have gained comprehensive expertise in both front and back-end operations. I find great satisfaction in problem-solving and data analysis, but I have also come to realise that finance encompasses more than just numbers—it revolves around people as well. I pride myself on being personable, fostering lasting relationships with clients to ensure their financial requirements are met with utmost care and meticulous attention to detail.

Experience

Singapore Personal Finance Editor, nudge Global London (Remote) 
Nov 2023 - present

• Lead the Singapore desk in developing and delivering easily understandable content to simplify complex financial concepts. 
• Create and edit content on diverse financial topics including money management, budgeting, insurance, stocks, accounting, and other finance related subjects.
• Collaborate with the global team to brainstorm, conduct research, and contribute innovative ideas for content that resonates with the target audience. 
• Maintain a cohesive brand experience across all customer touchpoints and internal platforms, ensuring consistency throughout.

 

Financial Consultant, finexis advisory Pte Ltd
Sep 2020 - Jun 2023

• Analyse clients' financial situations and establish investment objectives, then provide recommendations on a diverse range of investment solutions to help them achieve their short- and long-term goals. 
• Conduct regular meetings with clients to assess the impact of recent life changes on their financial plans and deliver high-quality pre-and-post sales services. 
• Stay informed about global markets, employ tactical risk management strategies, and monitor fund performance, making portfolio allocation adjustments when necessary. 
• Continuously enhance knowledge and skills through ongoing professional development to ensure the delivery of expert financial advice.

 

Assistant Relationship Manager and Investment Analyst (Private Banking), Swiss-Asia Financial Services
Feb 2019 - Feb 2020

• Provide support to 3 Relationship Managers in effectively managing portfolios for ultra high net worth individuals. 
• Collaborate with private banks, securities firms, investment banks, custodian banks, trust administrators, legal firms, accounting firms, and trustees to ensure seamless settlement of trades and investment transactions across diverse asset classes. 
• Serve as a point of contact for client inquiries, addressing their concerns and providing timely updates on investment portfolios. 

• Efficiently process documentation for account openings or closures, ensuring compliance with regulatory requirements. 
• Proactively communicate with clients, ensuring regular updates on their investment portfolios to foster strong and trusting relationships.

 

Internal Communication Specialist, Citi
Feb 2017 - Feb 2019

• Assist the Communications Lead in establishing and enhancing the internal communications function throughout the organization, fostering employee engagement and cultivating a strong sense of connectivity and culture. 
• Develop and implement metrics reports to evaluate the effectiveness of internal communication channels, continuously improving the internal communications strategy to effectively reach and engage employees. 
• Create diverse communication materials using various platforms, including written communication, presentation materials, town halls, and small group meetings, to effectively convey key messages. 
• Ensure that all communication messaging and materials meet high standards of quality, accuracy, relevance, and alignment with the organization's priorities and themes. 
• Assist in the planning, coordination, and execution of internal employee events. 
• Manage and update content on the company's intranet, ensuring it remains current, captivating, and informative.

 

Education

Bachelor of Arts (Hons) Media, Culture and Communication, Communication and Media Studies (Part-time)
Management Development Institute of Singapore

Diploma in Mass Communication, Communication and Media Studies
Republic Polytechnic

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