Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
With over 15 years of dedicated experience in the banking and financial services industry, I have established a proven track record of success in leading teams to achieve sales management excellence. My leadership style emphasizes collaboration, mentorship, and a commitment to fostering high-performing teams.
I am deeply passionate about training and coaching advisors who aspire to become impactful speakers in the financial planning industry. Guided by the belief in “The Power of Gratitude,” I approach every aspect of my work with appreciation for the opportunities to make a positive impact. I am dedicated to empowering my team members to excel, fostering a culture of continuous learning, and inspiring others through public speaking engagements on topics of financial planning and personal growth. Let’s connect and explore how we can collaborate to achieve mutual success.
Key Strengths:
* Leadership Excellence: Known for my strong leadership abilities, interpersonal skills, and talent for motivating and managing teams to excel. I have a proven track record of cultivating high-performing relationship managers who consistently surpass targets and deliver exceptional results.
* Extensive Financial Expertise: With a deep understanding of financial planning, wealth management products, banking operations, financial costing, and P&L management, I leverage my knowledge to craft and execute impactful business strategies, driving profitability and success.
* Passionate Public Speaker: As a passionate advocate for public speaking, I specialize in delivering value-added presentations to diverse audiences, including the public, corporate clients, and stakeholders. I believe in sharing insights and knowledge to empower others to achieve their financial goals and aspirations.
* Lead strategic initiatives and offer guidance to financial advisors, ensuring excellence in sales management and unwavering adherence to industry regulations.
* Lead corporate seminars/webinars as a speaker on risk management and wealth-related topics. The topics include :
(I) CPF & You
(II) SRS
(III) Investment & Retirement Planning, and Risk Management
(IV) Estate Planning.
* Drive revenue growth by overseeing performance within the branch/team, implementing strategies for branch/team expansion.
* Ensure compliance by managing branch/team controls and compliance measures.
* Provide coaching and supervision to financial advisors to optimize their performance in delivering financial solutions to clients.
Recognitions and Milestones Along the Banking and Financial Services Planning Pathway:
• DBS/POSB TOP Branch Business Manager (Total Revenue) – August 2019
• DBS/POSB TOP Branch Business Manager (Overall) – August 2019
• PIAS – AVIVA – Stars of the Sea Qualifier (Q3 2014)
• PIAS – iFAST Top Producers (Q1 2016)
• PIAS – iFAST Top Producers (Q2 2016)
• PIAS – iFAST Top Producers (Q4 2016)
• Exclusive iFAST Global Prestige Event with UOB Asset Management (2016)
• UOB Group Top Producer Award RP 1st Runner Up (July 2011)
• UOB Group Top Producer Award RP 2nd Runner Up (August 2011)
• UOB Group Top Producer Award Insurance 2nd Runner Up (Sep 2011)
• UOB Group Top Producer Award RP 1st Runner Up (Oct 2011)
• UOB Group PFS Top Regular Premium Award Champion (Jan 2012)
• UOB Group PFS Top Revenue Award 2nd Runner Up (Jan 2012)
• UOB Group Top Sales Champion Gold Award – Core Banking (1st Quarter 2012)
• UOB PFS Top Sales Champion Incentive Trip Winner (Aug 2012)
• UOB Branch/Team Top Revenue Producer for Consecutive 12 Months
• HSBC Local Convention – Top 3 Revenue Producer (3rd Quarter 2010)
• Top 5% of revenue earner in the channel within the first 3 months in HSBC
• Gold award for service quality and sales quality
With over 15 years of dedicated experience in the banking and financial services industry, I have established a proven track record of success in leading teams to achieve sales management excellence. My leadership style emphasizes collaboration, mentorship, and a commitment to fostering high-performing teams.
I am deeply passionate about training and coaching advisors who aspire to become impactful speakers in the financial planning industry. Guided by the belief in “The Power of Gratitude,” I approach every aspect of my work with appreciation for the opportunities to make a positive impact. I am dedicated to empowering my team members to excel, fostering a culture of continuous learning, and inspiring others through public speaking engagements on topics of financial planning and personal growth. Let’s connect and explore how we can collaborate to achieve mutual success.
Key Strengths:
* Leadership Excellence: Known for my strong leadership abilities, interpersonal skills, and talent for motivating and managing teams to excel. I have a proven track record of cultivating high-performing relationship managers who consistently surpass targets and deliver exceptional results.
* Extensive Financial Expertise: With a deep understanding of financial planning, wealth management products, banking operations, financial costing, and P&L management, I leverage my knowledge to craft and execute impactful business strategies, driving profitability and success.
* Passionate Public Speaker: As a passionate advocate for public speaking, I specialize in delivering value-added presentations to diverse audiences, including the public, corporate clients, and stakeholders. I believe in sharing insights and knowledge to empower others to achieve their financial goals and aspirations.
* Lead strategic initiatives and offer guidance to financial advisors, ensuring excellence in sales management and unwavering adherence to industry regulations.
* Lead corporate seminars/webinars as a speaker on risk management and wealth-related topics. The topics include :
(I) CPF & You
(II) SRS
(III) Investment & Retirement Planning, and Risk Management
(IV) Estate Planning.
* Drive revenue growth by overseeing performance within the branch/team, implementing strategies for branch/team expansion.
* Ensure compliance by managing branch/team controls and compliance measures.
* Provide coaching and supervision to financial advisors to optimize their performance in delivering financial solutions to clients.
Recognitions and Milestones Along the Banking and Financial Services Planning Pathway:
• DBS/POSB TOP Branch Business Manager (Total Revenue) – August 2019
• DBS/POSB TOP Branch Business Manager (Overall) – August 2019
• PIAS – AVIVA – Stars of the Sea Qualifier (Q3 2014)
• PIAS – iFAST Top Producers (Q1 2016)
• PIAS – iFAST Top Producers (Q2 2016)
• PIAS – iFAST Top Producers (Q4 2016)
• Exclusive iFAST Global Prestige Event with UOB Asset Management (2016)
• UOB Group Top Producer Award RP 1st Runner Up (July 2011)
• UOB Group Top Producer Award RP 2nd Runner Up (August 2011)
• UOB Group Top Producer Award Insurance 2nd Runner Up (Sep 2011)
• UOB Group Top Producer Award RP 1st Runner Up (Oct 2011)
• UOB Group PFS Top Regular Premium Award Champion (Jan 2012)
• UOB Group PFS Top Revenue Award 2nd Runner Up (Jan 2012)
• UOB Group Top Sales Champion Gold Award – Core Banking (1st Quarter 2012)
• UOB PFS Top Sales Champion Incentive Trip Winner (Aug 2012)
• UOB Branch/Team Top Revenue Producer for Consecutive 12 Months
• HSBC Local Convention – Top 3 Revenue Producer (3rd Quarter 2010)
• Top 5% of revenue earner in the channel within the first 3 months in HSBC
• Gold award for service quality and sales quality
Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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For those comfortable managing their own insurance needs, these are some options to purchase life insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.