Financial Services Consultant at AIA
I'm a Financial Services Consultant
I specialized in dealing with professional and high net worth individuals in risk management from wealth accumulation, wealth preservation, to wealth distribution. With a comprehensive financial report, I will be able to help you identify gaps in your financial health and obtain optimal financial decisions. In addition, I also work with many companies in managing their business risks, planning, and customizing their employee welfare benefits.
I’m a cheerful individual and love to be around people. I came from a media background and have over 7 years of experience before I make a bold career move into the financial industry. I have been working in the financial industry for over 10 years and are still very passionate about it. I am a strong believer in offering my clients good listening ear and an excellent customer service. Hence, I am proud to say that I have supportive clients who believe and put their trust in me to plan for their financial future in these years.
Besides handling individual financial planning services, I also work with corporate clients to enhance on their welfare through employee benefits. I have with me a handful of clienteles including both SMEs and MNCs of different industries. I enjoy what I’m doing and will continue this passion with my clients’ endorsement.
Life is full of uncertainties and I believe in living life to the fullest and to live without any regrets. I hope to be able to continue to provide values and services to as many people as possible and to ensure life can continue in the event of unforeseen circumstances and life can be as meaningful and fulfilling even after retirement.
My hobbies: Travelling, Reading Fiction & Non-Fiction Books
Million Dollar Round Table Qualifier Year 2022
Berlin Convention Qualifier – 2018
Athens Convention Qualifier – 2019
Hawaii Convention Qualifier – 2020
Moscow Convention Qualifier – 2021
2015, 2018, 2019, 2021
2013, 2020, 2022
2012, 2014, 2016
Career Agent Benefit
2012, 2013, 2014, 2015, 2016, 2018, 2019, 2020, 2021
A qualified and highly accomplished financial service consultant with many years of experience. A nice lady specialized in Corporate Insurance and have networking with different professionals. With the extensive background working with other professionals, she is able to connect and provide a comprehensive financial planning to them, ensuring all risk and liability are covered sufficiently.
She is a good producer and has achieved many awards over the years, thanks to all her clients. I am confident she will continue to strive.
Well done and Keep up the great effort!