“让专业更简单，让选择更明智。”
新加坡保险理财一站式服务。
新加坡保险理财一站式服务。
财富管理行业工作经验
0
年
我管理的寿险总保额
> S$
0
旅行国家
0
+个
关于我
– 来自中国苏州
– 鑫盟理财独立理财顾问, 2023至今
– 注册国际金融理财师, 2023
– 新加坡友邦保险财务服务顾问, 2013-2023
– 英国商科硕士学位, 2003
– 苏州大学国际贸易学士学位, 2002
回顾过去20多年里的工作经历，每一段都非常可贵，也造就了现在的我。保险理财行业，是我至今从业时间最久的行业。在新加坡友邦的10年期间，我经历过最初三年保险新人的痛苦挣扎期，无数次被拒绝的陌生拜访和路演，让我留下过很多汗水和眼泪。最终，我的长期努力和坚持，获得了顾客的信任和支持，也正是因为每一份附上郑重签名的白纸黑字，都是一份长远的承诺，鼓励着我继续勇往直前。
2023年4月，我取得了国际金融理财师的资格证书，12月我告别新加坡友邦，加入新加坡最大的独立理财公司，成为一名独立理财顾问。我作出这个决定的初衷，就是想更好地运用我深耕10年的保险理财行业的经验，在更大的平台上，为更多有需要的人们服务。独立理财公司有着更广大的保险、投资合作平台，从而能够让我真正做到从顾客需求出发，提供更中立、更全方位的理财方案，这点跟我的长期职业愿景相符。我深知，独立理财顾问的路，前期需要付出更多的努力，而我也正在接受着挑战，并且愿意为之奋斗终身。
作为一名职业女性，同时也是两个孩子的母亲，我深知每一位女性的“超能力”，都源于她们对工作和家庭的全心付出。我特别希望能为职业女性和母亲们提供最大的帮助和支持，共同分享生活中独特的喜怒哀乐。我也希望通过我十多年的财务规划实战经验，帮助职业女性和母亲们，实现个人和家庭的财务目标。财务目标无关乎大小，重点是能够早日开启并享受这趟健康而快乐的财务规划之旅。
My Specialties
新加坡保险理财一站式服务 Singapore One-Stop Insurance and Financial Planning Services
– 意外和住院医疗保险 / Accident and Hospitalization Medical Insurance
– 人寿和重疾保险 / Life and Critical Illness Insurance
– 长期看护保险 / Long Term Care Insurance
– 财产保险 / Personal and Commercial Insurance
– 儿童教育储蓄规划 / Child Education Planning
– 退休收入规划 / Retirement Planning
– 受益人指定 / Nomination
– 遗嘱和信托 / Will and Trust
– 永久授权书和预先医疗指示 / LPA and AMD
4. 公司员工保险与福利 Company Employee Benefits
– 公司员工医疗和意外保险 Company Employee Medical Insurance
– 公司员工人寿和重疾保险 Company Employee Life Insurance
– 公司员工灵活福利 Company Employee Flexible Benefits
Achievements
– 2021 百万圆桌会员 MDRT
– 2023 国际金融理财师 Certified Financial Planner
My Services
#ChooseIndependent:
My Content
Testimonials
当你在寻求专业可靠的理财顾问时，我推荐Isabelle Ding。在与Isabelle合作的过程中，我深刻体会到了其卓越的服务价值。
一、专业能力出众。
Isabelle拥有深厚的保险业务知识和丰富的行业经验。无论是复杂的保险规划、精准的理财编制，还是投资决策建议，她都能以专业的视角给予恰当的方案。
二、个性化服务。Isabelle会深入了解客户的独特需求和目标，量身定制专属的理财规划，并根据客户的实际情况和需求调整完善理财规划，制定最合适的策略。
三、沟通能力强。
Isabelle非常善于与客户沟通。她能够用通俗易懂的语言解释复杂的财务概念，确保客户完全理解各种保险和理财方案的利弊。在合作过程中，她始终保持及时响应，耐心解答客户的每一个问题，让客户在整个理财规划过程中感到安心。
四、高度的责任心。
Isabelle 对工作充满责任心。她会密切关注客户的财务状况变化，及时保持与客户的定期沟通，调整策略以适应不断变化的市场环境。在遇到突发情况时，她总是能够迅速采取行动，最大程度地保护客户的利益。
总之，Isabelle是一位非常出色的理财顾问，她的专业能力、个性化服务、沟通能力和责任心都让我深感安心。如果你正在寻找一位可靠的理财顾问，我相信Isabelle 一定不会让你失望。
When you are looking for a professional and reliable wealth management advisor, I recommend Isabelle Ding. In the process of working with Isabelle, I have deeply appreciated the value of her excellent service.
1. Outstanding professional ability. Isabelle has deep knowledge of the insurance business and extensive industry experience. Whether it is complex insurance planning, accurate wealth management planning, or investment decision-making advice, she can give the appropriate plan from a professional perspective.
2. Personalized service. Isabelle will deeply understand the unique needs and wealth planning objective of the client, tailor the exclusive wealth management plan, and adjust the wealth management plan according to the actual situation and needs of the client, and formulate the most suitable strategy.
3. Strong communication skills. Isabelle is very good at communicating with customers. She is able to explain complex financial concepts in plain language, ensuring that clients fully understand the pros and cons of various insurance and banking options. In the process of cooperation, she has always maintained a timely response and patiently answered every question of the client, so that the client feels at ease throughout the wealth planning process.
Fourth, a high sense of responsibility. Isabelle is responsible for her work. She will pay close attention to the changes in the financial situation of clients, maintain regular communication with clients in a timely manner, and adjust strategies to adapt to the changing market environment. In the event of an emergency, she is always able to act quickly to protect the interests of her clients to the greatest extent.
All in all, Isabelle is a very good wealth management advisor and I am reassured by her professionalism, personal service, communication skills and sense of responsibility. If you’re looking for a reliable wealth management advisor, Isabelle won’t disappoint you.
张晓路 / Xiaolu, ZHANG
中银航空租赁有限公司董事长 / BOC Aviation Ltd. Chairwoman
“2018年11月，因工作原因，我们举家从上海来到新加坡。2019年，我太太出现了一些骨骼与肌肉损伤的问题。虽然公司的保险可以赔付相关医疗费用，我们觉得有必要开始考虑购买个人医疗保险，并因此结识了我们的保险顾问Ding Yixun (Isabelle)。她根据我们的家庭情况，给到我们专业意见，并推荐合适的保险方案。谈及后续服务，Isabelle的顾问服务及时且高效，我们的每次续保和理赔的过程都十分顺畅。可以说，作为受保人的体验非常好。此外，由于我太太的骨骼和肌肉问题属于保前状况，虽然在当时已经痊愈，但保险公司在保单中加入了相应的排除条款。还是在Isabelle的帮助下，我太太于去年重新做了医疗检查，递交给保险公司相关材料。经重新审核，保险公司最终同意删除排除条款。我们非常感谢在过去的5年里，Isabelle给予的帮助！”
“In November 2018, our family moved from Shanghai to Singapore for work. In 2019, my wife had some skeletal and muscle issues. While my company’s insurance covered the medical costs, we decided to explore personal medical insurance, and that’s when we met Isabelle, our advisor. She gave us expert advice tailored to our family’s needs and recommended the right insurance plan.
Isabelle’s service has always been fast and efficient, making our renewals and claims smooth. As my wife’s skeletal condition was initially excluded from coverage, Isabelle helped us submit updated medical reports, and the insurance company later removed the exclusion. We’re grateful for Isabelle’s support over the past five years!”
吴先生 / Mr. Wu
加拿大某养老基金管理公司亚太区ESG经理 / Sustainability Manager, Asia-Pacific, Canadian Pension Fund
CONTACT US
- 150 Beach Road #12-01/08, Gateway West Singapore 189720
- +65 62221889
- +65 62221019
- feedback@fa.com.sg
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