Kai Ling Lau
Financial Advisor at AIA Singapore- Claim this Profile
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English Native or bilingual proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Chen Wu (Josh) Ong
I have known Kai Ling for almost 7 years and I was very happy to know that I have a friend in the field whom I can trust and is well-versed in financial planning. Despite our close relationship, Kai Ling remained professional and impersonal during our meetings. She took time to understand my financial needs and retirement goals before recommending products that matched my needs and goals. She was patient in answering questions and she also was clear on my risk appetite and did not recommend products that were out of my comfort zone. I would recommend Kai Ling to my friends who are looking for a financial advisor as she is not only trustworthy and reliable but knowledgeable, passionate and highly responsive!
Chen Wu (Josh) Ong
I have known Kai Ling for almost 7 years and I was very happy to know that I have a friend in the field whom I can trust and is well-versed in financial planning. Despite our close relationship, Kai Ling remained professional and impersonal during our meetings. She took time to understand my financial needs and retirement goals before recommending products that matched my needs and goals. She was patient in answering questions and she also was clear on my risk appetite and did not recommend products that were out of my comfort zone. I would recommend Kai Ling to my friends who are looking for a financial advisor as she is not only trustworthy and reliable but knowledgeable, passionate and highly responsive!
Chen Wu (Josh) Ong
I have known Kai Ling for almost 7 years and I was very happy to know that I have a friend in the field whom I can trust and is well-versed in financial planning. Despite our close relationship, Kai Ling remained professional and impersonal during our meetings. She took time to understand my financial needs and retirement goals before recommending products that matched my needs and goals. She was patient in answering questions and she also was clear on my risk appetite and did not recommend products that were out of my comfort zone. I would recommend Kai Ling to my friends who are looking for a financial advisor as she is not only trustworthy and reliable but knowledgeable, passionate and highly responsive!
Chen Wu (Josh) Ong
I have known Kai Ling for almost 7 years and I was very happy to know that I have a friend in the field whom I can trust and is well-versed in financial planning. Despite our close relationship, Kai Ling remained professional and impersonal during our meetings. She took time to understand my financial needs and retirement goals before recommending products that matched my needs and goals. She was patient in answering questions and she also was clear on my risk appetite and did not recommend products that were out of my comfort zone. I would recommend Kai Ling to my friends who are looking for a financial advisor as she is not only trustworthy and reliable but knowledgeable, passionate and highly responsive!
Experience
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AIA Singapore
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Singapore
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Insurance
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700 & Above Employee
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Financial Advisor
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May 2019 - Present
• Successful acquisition of 250 new clients • Provided comprehensive financial advisory services to clients, focusing on insurance and investment products. • Conducted thorough financial needs analysis for clients and developed tailored solutions to meet their financial goals. • Built and maintained relationships with clients to ensure ongoing satisfaction and loyalty. • Successful acquisition of 250 new clients • Provided comprehensive financial advisory services to clients, focusing on insurance and investment products. • Conducted thorough financial needs analysis for clients and developed tailored solutions to meet their financial goals. • Built and maintained relationships with clients to ensure ongoing satisfaction and loyalty.
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Castlery
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Singapore
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Retail
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100 - 200 Employee
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Sales Executive
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Jan 2019 - May 2019
• Assisted customers with inquiries and provided exceptional customer service• Conducted sales transactions and finalised purchases by providing product recommendations based on customer needs and preferences• Resolved customer complaints and ensured customer satisfaction
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Administration
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Jun 2017 - Dec 2018
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SUTL Group of Companies
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Singapore
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Retail
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1 - 100 Employee
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Membership Assistant
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Apr 2018 - Jun 2018
• Assisted in effective communication and coordination of information between club and members • Liaising with Marina and Finance Department on membership matters to members berthing and statements • Assisted in effective communication and coordination of information between club and members • Liaising with Marina and Finance Department on membership matters to members berthing and statements
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The Editor's Market
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Singapore
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Retail Apparel and Fashion
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1 - 100 Employee
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Retail Associate
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Aug 2014 - Aug 2017
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Singtel
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Singapore
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Telecommunications
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700 & Above Employee
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Marketing Intern
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Sep 2016 - Dec 2016
• Played a role in product research and development projects — with the team, we analysed current market trends and conceived ideas to enhance SingTel's product offerings • Collaborated with cross-functional teams, including product development, sales, and creative agencies, to ensure seamless execution of marketing initiatives. • Spearheaded Product Marketing Department's booth for SingTel's Carnival 2016, a Corporate Social Responsibility for more than 1,000 students from all Special Education (SPED) schools across the island as part of 15th anniversary celebrations for the Singtel Touching Lives Fund (STLF). Show less
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Education
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2017 - 2019
University of Birmingham
Bachelor of Business Administration - BBA, Business Administration and Management, General -
2014 - 2017
Temasek Polytechnic
Marketing
Community
