Jeslyn Wong

Financial Services Consultant at William Tan Organisation
  • Claim this Profile
Contact Information
Location
Singapore, SG

Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
Jason Tang

Jeslyn delivers her promise to meet deadlines regardless of the demands of her own commitment towards her clients. She has shown exemplary behaviours of being a team player in the organisation. I would personally recommend Jeslyn as both a consultant to an individual’s financial needs as well as a valuable asset to any project given her excellent work ethics.

Zack Ng Jian Kun

Have been working with Jeslyn for the past 3 years and we often exchange ideas on how to enhance the services we give to our clients. Her dedication in ensuring each and every client of hers have their financial portfolio well-planned out is admirable. Beyond her professional service as a Financial Consultant, she goes the extra mile to understand the plight of her clients to positively impact their lives in a holistic manner. It's really an honour to work with such Financial Consultant that is so thoughtful and empathetic.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Certificate in Financial Needs Analysis and Plan Construction
    Singapore College Of Insurance
    Nov, 2020
    - Sep, 2024

Experience

    • Singapore
    • Insurance
    • 1 - 100 Employee
    • Financial Services Consultant
      • Sep 2017 - Present

      William Tan Organisation is a group of agency units of Prudential Assurance. Throughout the years, William and his team of Financial Consultants worked tirelessly together, helping the team to progress and expand exponentially. Under his professional guidance, William’s teammates were able to develop and establish several other agencies. Through his continuous belief and support for his teammates, William was able to train and develop many Agency Leaders. As such, the team is now recognised as William Tan Organisation, a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd. As a financial consultant with WTO, Jeslyn has helped countless individuals with their financial planning. Always brimming with enthusiasm and liveliness, Jeslyn never fails to brighten up one’s day with her all cheerful smile. From Retirement Planning, Investing, Savings and Financial Planning, Jeslyn ensures that everyone is covered with ample insurance and financials to enjoy their life regardless of any situation. Show less

    • Food and Beverage Services
    • 1 - 100 Employee
    • Store Manager
      • Apr 2015 - Apr 2017
    • Guest Relations Officer (Internship)
      • Jul 2014 - Jan 2015

Education

  • Republic Polytechnic
    Diploma, Hotel and Hospitality Management
    2012 - 2015

Community

You need to have a working account to view this content. Click here to join now