Executive Personal Wealth Manager at AIA
I'm a Executive Personal Wealth Manager
My role as a professional consultant - First and foremost, I help my clients lay a strong foundation by taking care of their protection and their family's health insurance needs. Once that is achieved, I provide comprehensive solutions to strategise and accelerate their wealth. Even when they are not working, their money works hard for them and ensures longevity through the generations. My goal is to enable them to enjoy their golden years knowing that their health and wealth is well taken care of.
The decision I made in December 2003 to be a Financial Planner has been the highlight of my career. The financial know-how and interpersonal skills I had amassed working in the bank prior to joining the insurance industry has been a definite advantage.
I believe in playing an active role in my clients’ financial planning as well as touching lives through their life journey. Although proficient in many aspects of financial planning, my specialty lies in income Replacement and family protection as I strongly believe in the importance of financial stability even in the face of adversity.
Million Dollar Round Table Qualifier Year 2006, 2008, 2012, 2018, 2019, 2020,
2021, 2022, 2023
MDRT Experience Bangkok Qualifier
Melbourne Convention Qualifier – 2012
Cape Town Convention Qualifier – 2013
Istanbul Convention Qualifier – 2014
Zurich Convention Qualifier – 2015
London Convention Qualifier – 2016
Los Angeles Convention Qualifier – 2017
Berlin Convention Qualifier – 2018
Athens Convention Qualifier – 2019
Hawaii Convention Qualifier – 2020
Moscow Convention Qualifier – 2021
2013, 2016, 2017
Career Agent Benefit
2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021
2018, 2019, 2021, 2022
Hall Of Honour
50 Lives Club
2011, 2012, 2013, 2014, 2015, 2016
High Networth Prestige Club Qualifier
2020, 2021, 2022
Serena has been our Top Consultant for over a decade, a highly productive professional with vast experience to work with. She specialize in Retirement planning and has benefited dozens of customers over the years. She is very committed and focus of her role as a consultant, very well verse of the financial knowledge and has the ability to execute top-notch solutions. An approachable personality that embraces many customers looking for her advice on financial planning.
Congratulations to your outstanding achievements in 2020 despite the Covid 19 pandemic.
Achieving- 7 X Million Dollar Round Table — Centurian club —- Hall of Honor
Well done and keep up the fantastic effort!
April 20, 2021 - David worked with Serena on the same team