Agnes Lew 劉欣宜
Financial Services Consultant of AIA Singapore at AIA Singapore- Claim this Profile
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Bio
Caleb Heah Beng Keat
Many of Agnes clients have been happy with working less hard by building an effective investment portfolio. Since she is up to date, sharp and decisive with her investment decision, she have helped many of her clients grow money effectively. I have heard a testimony from her client about her on her effective investment portfolio to gain growth even in the toughest times. More than that, Agnes prides herself as someone who is attentive and caring for her clients. If you wish to find answer to build wealth through an effective investment portfolio, Agnes is definitely the person to look for.
Xander You
Agnes is without a doubt one of the best financial planners in the industry. She is highly logical and upholds herself with utmost integrity with her work. She is my symbol of a never give up attitude and worked till the very last day of the year in 2016 in hopes of achieving the top award of the industry, MDRT. The sweetest thing is she managed to achieve it, making the entire team proud. As her team mate, I am honored to be able to set out on the same path with her, from now till forever.
Caleb Heah Beng Keat
Many of Agnes clients have been happy with working less hard by building an effective investment portfolio. Since she is up to date, sharp and decisive with her investment decision, she have helped many of her clients grow money effectively. I have heard a testimony from her client about her on her effective investment portfolio to gain growth even in the toughest times. More than that, Agnes prides herself as someone who is attentive and caring for her clients. If you wish to find answer to build wealth through an effective investment portfolio, Agnes is definitely the person to look for.
Xander You
Agnes is without a doubt one of the best financial planners in the industry. She is highly logical and upholds herself with utmost integrity with her work. She is my symbol of a never give up attitude and worked till the very last day of the year in 2016 in hopes of achieving the top award of the industry, MDRT. The sweetest thing is she managed to achieve it, making the entire team proud. As her team mate, I am honored to be able to set out on the same path with her, from now till forever.
Caleb Heah Beng Keat
Many of Agnes clients have been happy with working less hard by building an effective investment portfolio. Since she is up to date, sharp and decisive with her investment decision, she have helped many of her clients grow money effectively. I have heard a testimony from her client about her on her effective investment portfolio to gain growth even in the toughest times. More than that, Agnes prides herself as someone who is attentive and caring for her clients. If you wish to find answer to build wealth through an effective investment portfolio, Agnes is definitely the person to look for.
Xander You
Agnes is without a doubt one of the best financial planners in the industry. She is highly logical and upholds herself with utmost integrity with her work. She is my symbol of a never give up attitude and worked till the very last day of the year in 2016 in hopes of achieving the top award of the industry, MDRT. The sweetest thing is she managed to achieve it, making the entire team proud. As her team mate, I am honored to be able to set out on the same path with her, from now till forever.
Caleb Heah Beng Keat
Many of Agnes clients have been happy with working less hard by building an effective investment portfolio. Since she is up to date, sharp and decisive with her investment decision, she have helped many of her clients grow money effectively. I have heard a testimony from her client about her on her effective investment portfolio to gain growth even in the toughest times. More than that, Agnes prides herself as someone who is attentive and caring for her clients. If you wish to find answer to build wealth through an effective investment portfolio, Agnes is definitely the person to look for.
Xander You
Agnes is without a doubt one of the best financial planners in the industry. She is highly logical and upholds herself with utmost integrity with her work. She is my symbol of a never give up attitude and worked till the very last day of the year in 2016 in hopes of achieving the top award of the industry, MDRT. The sweetest thing is she managed to achieve it, making the entire team proud. As her team mate, I am honored to be able to set out on the same path with her, from now till forever.
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 Services Consultant of AIA Singapore
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May 2020 - Present
Yr 2022: Million Dollar Round Table | AIA Personal Wealth Manager May 2020 to Now: AM / Financial Services Consultant at AIA Singapore Jan 2017 to May 2020: Agency Development Manager June 2016 to Dec 2016: Financial Planner We believe that traditional insurance model does not work anymore. We are fully committed in digital transformation for both our clients & consultants: We want to build 𝐥𝐨𝐧𝐠 𝐭𝐞𝐫𝐦 𝐡𝐚𝐩𝐩𝐲 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐰𝐢𝐭𝐡 𝐨𝐮𝐫 𝐜𝐮𝐬𝐭𝐨𝐦𝐞𝐫𝐬. Therefore, our customers can enjoy exclusive personalised benefits and facilities in any of our customer hubs. (It's more than just financial planning!) 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐨𝐟𝐟𝐞𝐫𝐞𝐝: 🐝 Insurance/Medical planning, Savings/Investment planning, Retirement Planning Corporate solutions (Employee Health Benefits) Show less
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AXA
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France
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Insurance
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700 & Above Employee
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Agency Development Manager
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Jan 2017 - May 2020
Financial Advisory & Management• Client sourcing and lead generation• Educate and manage client financial portfolio• Risk management, including funds and economics analysis• Identify market trends and economic outlook to propose customised investment solutions to clientsTeam Development • Recruitment of strong-willed individuals who will fit this meaningful business model• Groom a highly productive team of financial services professionals to provide quality advice to clients• Develop fresh graduates to achieve sustainable and scalable success in the financial services industry Show less
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Financial Advisor
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Jan 2016 - Dec 2016
Financial Advisory • Client sourcing and lead generation• Educate and manage client financial portfolio• Risk management, including funds and economics analysis• Identify market trends and economic outlook to propose bespoke investment solutions to clients
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Ninja Van
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Singapore
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Truck Transportation
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700 & Above Employee
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Sales Associate
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Mar 2015 - Dec 2015
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Marketing & Communication
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Sep 2014 - Mar 2015
Agnes was invited to assist in the initial phase of developing TechSociety This includes: - Marketing related activities for android development of "Taxi Kaki" for the National Taxi Association - Coaching and planning curriculum for local K-12 schools - Liaise with partners such as MoneyTree education Agnes was invited to assist in the initial phase of developing TechSociety This includes: - Marketing related activities for android development of "Taxi Kaki" for the National Taxi Association - Coaching and planning curriculum for local K-12 schools - Liaise with partners such as MoneyTree education
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Supply Chain Asia
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51 Cuppage Road (Starhub centre)
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Membership Executive
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Apr 2011 - Sep 2012
Involves marketing of events and training programs to the relevant industry professionals, as well as ensuring sales quota is met. Job often requires coordinating with HR teams from various companies and to maintain close working relationship with industry veterans Involves marketing of events and training programs to the relevant industry professionals, as well as ensuring sales quota is met. Job often requires coordinating with HR teams from various companies and to maintain close working relationship with industry veterans
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Education
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2012 - 2014
Murdoch University
Bachelor of Arts in Psychology and Marketing, Psychology and Marketing -
2010 - 2012
Ngee Ann Polytechnic
Diploma in International Supply Chain Management -
Murdoch University
bachelor of Arts, Psychology with marketing
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