Koh Nya See Jacqueline
Financial Advisory Director
(MAS REP No.: KNS100057090)
Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
“My role as a leader is not only to attract and retain the right people, but also to provide learning and development opportunities for them to be successful.”
About
Specialties
Achievements
Jacqueline started her financial planning journey with as an agent with a Tied Agency in 1997. Over time, as the insurance industry became more competitive and clients’ needs evolved, she saw the importance of improving customer experience by offering more well-rounded advice and customised products that would appeal to her clients at a deeper level.
In 2007, she joined Financial Alliance as an Associate Director as she is aligned with their vision of providing a service that is both balanced and unbiased. In doing so, she created an autonomous and productive team of her own.
Under her leadership, Jacqueline’s team grew in size and business has thrived. Today, she has 19 Advisory Associates under her management.
Perhaps the reasons for her team’s prominence and for people taking the plunge to join her are because of her candor, affection, and the consideration she has for her team members and clients.
The insurance industry is one of the most dynamic and complex industries in Singapore, but Jacqueline has made her agency flourish by staying agile and flexible, and she has kept up with all the changes by staying abreast of emerging technologies and trends.
Jacqueline’s commitment is that she will always be unselfish with her own time and her own energy in order to support her team members. This is based on her belief in helping them discover financial success by trusting them and motivating them to do their best.
If Jacqueline’s nurturing way resonates with you, come and learn more about how you can be part of her team.
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Years of Experience in Financial Service
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Testimonials
I am grateful to Jacqueline Koh, my director at Financial Alliance, for her unwavering support and guidance when I first embarked on my financial services journey. Her patience, humility, and responsiveness have been invaluable to me. She always made time to answer my questions, no matter how big or small, and her experience in the industry have given me fresh perspectives in what I do.
Jacqueline is not just a mentor but a great leader who genuinely cares about the success of her team. I couldn’t have asked for a better guide as I navigated the complexities in the independent financial advisory arena.
Zechariah See (SFA)
Team Member http://linkedin.com/in/zechariahsee
I appreciate Jacqueline for being down-to-earth, simple in her lifestyle, approachable and nurturing. She is patient in helping her associates and does not compromise when it comes to planning for clients. Thank you for journeying alongside me, Jacq!
Tiffany Tay 郑舒慧 (SFC)
Team Member https://engage.fa.com.sg/author/tiffanytay/
I have known Jacqueline for many yrs and joined her when she advanced her career to the management level.
She’s always been very supportive, patient, and positive.
She is a great mentor and has helped me a lot in my career. I wouldn’t have gone so far without her.
Jacq:
I’m so proud I’m your first recruit!
Thank u for the great 18yrs and many more to come ? ?
Zandra Teo (AFC)
Team Member https://engage.fa.com.sg/author/zandrateo/
Jacqueline is a very down-to-earth person who is very sincere and honest. Having worked with her for almost 2 years, I have found her to be a very selfless leader who gives her best. She does not micro-manage her consultants. Instead, she allows us to flourish on our own with her guidance. She will always do her best to give you the support and motivation that you need to achieve your goals. I also like how our team members are very helpful and supportive to each other. Everyone is very selfless to share what they know and support each other. A positive work environment coupled with great leadership has definitely greatly improved my results.
Cecilia Ng (CFP)
Team Member https://engage.fa.com.sg/author/ceciliang/
I joined Jacqueline’s team in 2015. She is someone who is willing to guide new recruits. She spends time training and developing everyone who is new to the industry into knowledgeable and productive advisers.
I was already an experienced FA Rep when I joined her team. She allows more experienced advisers to flourish on their own and not micro-manage them.
At the same time, all the advisers in the team share our knowledge freely in our team chat group and team shared drive. I find that this is very beneficial and facilitates progression among all team members.
On top of this, Jacqueline is one of the most compassionate and understanding supervisors I have ever worked with.
Indra Julie (CFP)
Team Member https://engage.fa.com.sg/author/indrajulie/
I joined Jacqueline and her team in April 2019, after spending 7.5 years with another insurer. It was truly an eye-opener for me, definitely an overwhelming and information-overloaded beginning in FAPL. Fortunately for me, Jacqueline and my colleagues were there to help and guide me along the way, so I managed to learn and get a hang of things quite smoothly. I am really thankful to be able to be in this great team.
Jacqueline has been a kind and patient director, providing me with the support that I need whenever I ask, even late at night. She also tries her best to help everyone in the team so that we all progress as a team. I am amazed at how great a multitasker she is, managing her team, doing sales, and being a mother of two schooling kids. She is truly a Wonder Woman!
Chloe Sim (CFP)
Team Member https://engage.fa.com.sg/author/chloesim/
I met Jacqueline 7yrs ago, from her client to her referral, and today, she is my mentor. Without her guidance and encouragement, I was unable to reach this milestone. I’m so lucky to be in the right team, a team with patience, understanding, a helpful supervisor, and all the members are super helpful and always sharing selflessly. It meant a lot to me, especially from a career switch. Jacqueline guide me well in my career and also sharing her life experience with me. Thanks, Jacqueline for the guidance, and hope to grow and glow together with the team.
Sim Hui Qi
Team Member (https://engage.fa.com.sg/author/simhuiqi)
I have known Jacqueline for a long time. She has always been a warm and caring friend. I have joined her agency in 2008, I have been with her agency for 13 years.
I enjoyed working with her. She really cares for her advisors’ well-being. She always reminded me to have Work-Life Balance. She always reminded me not to be too engrossed with my work and neglect my family. I find it weird as many other managers I had worked with will drive me to bring in more sales. I am impressed with her approach, as she doesn’t wish to see her advisor being successful in work but chaos at home. I have learned how she managed to balance her work and life. She is indeed a good model for me as we both had 2 children.
As a leader, she will go all way out to help us. When we run a seminar, she will ensure everything is taken care of. From finding speakers to logistics, she will help to oversee. She even appears during the seminar to show her support and to ensure things run smoothly.
My business has grown so much under her leadership. I am blessed to be in her agency. I know that she will be my back when I fall. She is a sincere and trustworthy leader.
Klaire Ong (AFP)
Team Member https://engage.fa.com.sg/author/klaireong/
Koh Nya See Jacqueline
MAS REP No.: KNS100057090
Financial Advisory Director
0
Years of Experience in Financial Service
0
Reps I work with
0
Business Partners Network
“My role as a leader is not only to attract and retain the right people, but also to provide learning and development opportunities for them to be successful.”
Jacqueline started her financial planning journey with as an agent with a Tied Agency in 1997. Over time, as the insurance industry became more competitive and clients’ needs evolved, she saw the importance of improving customer experience by offering more well-rounded advice and customised products that would appeal to her clients at a deeper level.
In 2007, she joined Financial Alliance as an Associate Director as she is aligned with their vision of providing a service that is both balanced and unbiased. In doing so, she created an autonomous and productive team of her own.
Under her leadership, Jacqueline’s team grew in size and business has thrived. Today, she has 19 Advisory Associates under her management.
Perhaps the reasons for her team’s prominence and for people taking the plunge to join her are because of her candor, affection, and the consideration she has for her team members and clients.
The insurance industry is one of the most dynamic and complex industries in Singapore, but Jacqueline has made her agency flourish by staying agile and flexible, and she has kept up with all the changes by staying abreast of emerging technologies and trends.
Jacqueline’s commitment is that she will always be unselfish with her own time and her own energy in order to support her team members. This is based on her belief in helping them discover financial success by trusting them and motivating them to do their best.
If Jacqueline’s nurturing way resonates with you, come and learn more about how you can be part of her team.
My Specialties
Wealth Protection – This is the first and most important Pillar of Wealth.
Without adequate protection, you will be vulnerable to the nasty effects of a chance misfortune which will cause you to suffer unnecessary and possibly tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure your lifestyle remains unaffected as much as possible thereafter.
Wealth Maintenance – The second Pillar of Wealth
To maintain your wealth, you need to analyse your general financial health indicators such as cash flow and debt position. A net positive cash flow with no over-committed liabilities is considered healthy. Our financial consulting services will guide you to effectively manage your cash flow and suggest ways to reduce or avoid unnecessary borrowing.
Wealth Accumulation – The third Pillar of Wealth
Accumulating wealth, especially from an early age, drives you towards meeting your long-term financial objectives. In Singapore, the two most common needs are Retirement Funding and Children’s Education Funding. Take advantage of our financial consulting services to help you develop a realistic and achievable program to meet these needs.
Wealth Enhancement – The fourth Pillar of Wealth
Diversifying your financial portfolio to include investments could help to maximise the growth potential of your assets. When you engage our financial consulting services, you will be guided to develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long-term financial dreams.
Wealth Distribution – The fifth and final Pillar of Wealth
Regardless of the value of assets you have, you are entitled to distribute your estate according to your wishes, so do have them written down on properly drafted and executed documents to ensure that your rights are protected. Our financial consulting services are designed to help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.
Achievements
2022 Financial Alliance Quality Class (Merit Class)
2021 Financial Alliance Quality Class (Merit Class)
2020 Financial Alliance Quality Class (Merit Class)
2019 Financial Alliance Quality Class (Merit Class)
2018 Financial Alliance Quality Class (Merit Class)
2017 Financial Alliance Quality Class (Merit Class)
2016 Financial Alliance Quality Class (Merit Class) & Best Practice Consultant Award
2015 Financial Alliance Quality Class (Merit Class)
2014 Financial Alliance Quality Class (Merit Class)
2013 Financial Alliance Quality Class (Prestige Class)
2011 Financial Alliance Quality Class (Merit Class) & Top Recruiter Award
2010 Financial Alliance Quality Class (Merit Class)
2009 Financial Alliance Quality Class (Prestige Class)
2008 Top 5 AUA Growth Award (1st Runner-up)
My Services
#ChooseIndependent:
My Content
Quick Insurance Comparison
Testimonials
CONTACT US
- 150 Beach Road #12-01/08, Gateway West Singapore 189720
- +65 62221889
- +65 62221019
- feedback@fa.com.sg
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
