XU BAO YUE EMILY
Summary
Accomplished Financial Services Manager at AIA Singapore PTE LTD, renowned for elevating client portfolios and spearheading a team of competence consultants. Since joining AIA in 2002, transformed passion into a successful agency, achieving MDRT status for five years and Court of Table for four. Expert in financial advisory and team leadership, consistently driving growth and excellence.
Overview
22
22
years of professional experience
Work History
FINANCIAL SERVICES MANAGER
AIA SINGAPORE PTE LTD
06.2002 - Current
- Advisory Services: Offer financial advice and solutions to clients based on their needs, including investment options, retirement planning and insurance products.
- Client Retention: Maintain and deepen existing client relationships through regular communication and providing exceptional service.
- New Business Development: Identify and attract new clients by promoting the institution's financial services.
- Team Supervision: Oversee and manage a team members ensuring they meet their performance targets and deliver high-quality service.
- Training and Development: Provide ongoing training to team members on insurance products, sales techniques, compliance, and customer service. Foster professional growth through mentoring and coaching.
- Performance Monitoring: Set performance goals, conduct regular performance evaluations, and provide constructive feedback to help team members improve and succeed.
- Motivation: Create a positive work environment that motivates the team, encourages collaboration, and drives productivity. Recognize and reward high-performing individuals.
Education
Bachelor of Arts - BUSINESS MANAGEMENT WITH WEALTH MANAGEMENT
University of Greenwich
10.2011
Skills
- Financial Expertise: Strong understanding of financial products, markets, and regulations Providing Financial planning, Estate planning and Legacy planning
- Leadership: Leading and motivating teams to achieve financial goals
- Customer Service: Providing excellent service and building strong client relationships
- Communication: Clearly conveying financial concepts and advice to clients and teams
- Problem-Solving: Addressing and resolving financial challenges effectively
- Client Advising: Providing advice to clients on financial decisions and strategies
- Sales Skills: Selling financial products and services effectively
Accomplishments
• Joined AIA in June 2002 as a Financial Services Consultant
• Set up her own agency with a team of inspiration consultants and promoted to Financial Services Manager in 2022
• Consistent Career Benefit Producer since the start of her career in AIA
• Centurion and MDRT qualifier for 5 consecutive years (2020, 2021 , 2022 , 2023, 2024)
• Court of Table (COT) for 4 consecutive years (2021 , 2022 , 2023, 2024)
Timeline
FINANCIAL SERVICES MANAGER
AIA SINGAPORE PTE LTD
06.2002 - Current
Bachelor of Arts - BUSINESS MANAGEMENT WITH WEALTH MANAGEMENT
University of Greenwich
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