With 23 years of experience in financial and insurance planning, this Senior Wealth Manager consistently achieves exceptional results. Trusted by the Director, tasked with mentoring and supervising Financial Consultants to ensure client goal attainment. Recognized as a solid team player, excelling in establishing trust and rapport with clients to build enduring relationships. Nominated as a speaker and facilitator for Group Insurance Schemes in public offices and institutions, further demonstrating expertise and industry recognition.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
24
24
years of professional experience
Work History
Senior Wealth Manager
AVIVA LTD / SIngLife with Aviva / Singapore Life Ltd / PIAS
01.2020 - Current
Awards & Recognition : Top Senior Relationship Consulants Category in 2021, Top 50 SRC in 2022, Top 30 SRC in 2023
Negotiated favorable terms on behalf of clients in complex transactions involving real estate, private equity, and other alternative investments.
Educated clients on the benefits of philanthropy, helping them incorporate charitable giving into their overall financial plans.
Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.
Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
Organized educational seminars for current and prospective clients on topics related to personal finance, investing strategies, and economic outlooks.
Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
Collaborated with tax professionals and attorneys to optimize clients'' wealth preservation strategies.
Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.
Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
Developed and maintained strong relationships with clients to maximize satisfaction.
Financial Services Consultant
AIA Singapore
01.2010 - 01.2020
Awards & Recognition : Quality Club 2011, Top A&H Producer 2017 & 2018
Reason for leaving : Disagreement with the new agency leadership
Associate Financial Planner
ManuLife Singapore
01.2008 - 01.2010
Reason for leaving : No leadership for more than 6 months when Agency Director was under investigation by internal compliance
Customer Service Officer
UOB Bank
01.2005 - 01.2007
Awards & Recognition : Quality Service Award 2006
Reason for leaving : stagnant career growth
Associate Financial Planner
Prudential Singapore
01.2001 - 01.2005
Awards & Recognition : MDRT qualifier 2004
Reason for leaving : Mother passed on suddenly in 2005
Education
GCE “A” Level - Economics, Accountancy and Chinese as First Language
Outram Institute
01.1998
Skills
Cash flow management
Insurance planning
Portfolio management
Lead prospecting
Business development
Client retention
Estate planning
Customer service
Teamwork and collaboration
Problem-solving
Effective communication
Client education
Excellent communication
Values
Management of tasks and a team
Collaborations between departments
Bridging conversations with stakeholders
Listening to feedbacks and different opinions
Establish trust and relationship with clientele
Mentoring juniors
Speak multiple local dialects to different groups
Speaking to public organisations
Problem solving and complaint resolution assigned by customer service centre.
Motivating to team members
Creative and always opened to new ideas
Public and Community leadership
PSG Chairman, North Vista Primary School, 2011 - 2015
PSG Vice-Chairman, North Vista Primary School, 2016 - 2017
Executive Board Member, Glaucoma Society of Singapore, 2013 - 2016
To elevate the entire team performance by anchoring on more than two decades of my financial expertise and rich experience in customers relationship., To continue personal growth and development in soft skills and values which are irreplaceable in this digital era.
Languages
English
Advanced (C1)
Chinese (Mandarin)
Advanced (C1)
Chinese (Cantonese)
Upper intermediate (B2)
Timeline
Senior Wealth Manager
AVIVA LTD / SIngLife with Aviva / Singapore Life Ltd / PIAS
01.2020 - Current
Financial Services Consultant
AIA Singapore
01.2010 - 01.2020
Associate Financial Planner
ManuLife Singapore
01.2008 - 01.2010
Customer Service Officer
UOB Bank
01.2005 - 01.2007
Associate Financial Planner
Prudential Singapore
01.2001 - 01.2005
GCE “A” Level - Economics, Accountancy and Chinese as First Language
Outram Institute
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