Joey Wu
Associate Director at Financial Alliance Pte Ltd- Claim this Profile
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Bio
Dr. Alvin Ang
I have known Joey for many years now - as a personal friend and also a client. She's the most down-to-earth advisor I have ever met. Because of her generosity and open heartedness, I have ensured that many of my close friends, relatives and family members entrust their financial matters to her. She is MDRT / COT / CFP / IBFA / AEPP/ Agency Manager and Team Lead. Can i say more? Not many advisors have her level of perserverence and tolerance to reach such heights, especially in such a competitive industry. She comes from a humble background, yet always willing to try new things. For example, when i invited her to join my personal group, DataFrens, she immediately agreed even though she did not come from a Data Science (DS) or Artificial Intelligence (AI) knowledge domain. Currently, I am partnering with her in various aspects: 1. She has engaged me to be her team's sales trainer 2. We will be publishing in the topic of "Big Data's Impact on Insurance" 3. Digitizing her brand name. I look forward to her continued success in her career! Should there be a need to verify my testimonial, kindly contact me. God bless Dr. Alvin Ang www.AlvinAng.sg +65 9799 0262
Dr. Alvin Ang
I have known Joey for many years now - as a personal friend and also a client. She's the most down-to-earth advisor I have ever met. Because of her generosity and open heartedness, I have ensured that many of my close friends, relatives and family members entrust their financial matters to her. She is MDRT / COT / CFP / IBFA / AEPP/ Agency Manager and Team Lead. Can i say more? Not many advisors have her level of perserverence and tolerance to reach such heights, especially in such a competitive industry. She comes from a humble background, yet always willing to try new things. For example, when i invited her to join my personal group, DataFrens, she immediately agreed even though she did not come from a Data Science (DS) or Artificial Intelligence (AI) knowledge domain. Currently, I am partnering with her in various aspects: 1. She has engaged me to be her team's sales trainer 2. We will be publishing in the topic of "Big Data's Impact on Insurance" 3. Digitizing her brand name. I look forward to her continued success in her career! Should there be a need to verify my testimonial, kindly contact me. God bless Dr. Alvin Ang www.AlvinAng.sg +65 9799 0262
Dr. Alvin Ang
I have known Joey for many years now - as a personal friend and also a client. She's the most down-to-earth advisor I have ever met. Because of her generosity and open heartedness, I have ensured that many of my close friends, relatives and family members entrust their financial matters to her. She is MDRT / COT / CFP / IBFA / AEPP/ Agency Manager and Team Lead. Can i say more? Not many advisors have her level of perserverence and tolerance to reach such heights, especially in such a competitive industry. She comes from a humble background, yet always willing to try new things. For example, when i invited her to join my personal group, DataFrens, she immediately agreed even though she did not come from a Data Science (DS) or Artificial Intelligence (AI) knowledge domain. Currently, I am partnering with her in various aspects: 1. She has engaged me to be her team's sales trainer 2. We will be publishing in the topic of "Big Data's Impact on Insurance" 3. Digitizing her brand name. I look forward to her continued success in her career! Should there be a need to verify my testimonial, kindly contact me. God bless Dr. Alvin Ang www.AlvinAng.sg +65 9799 0262
Dr. Alvin Ang
I have known Joey for many years now - as a personal friend and also a client. She's the most down-to-earth advisor I have ever met. Because of her generosity and open heartedness, I have ensured that many of my close friends, relatives and family members entrust their financial matters to her. She is MDRT / COT / CFP / IBFA / AEPP/ Agency Manager and Team Lead. Can i say more? Not many advisors have her level of perserverence and tolerance to reach such heights, especially in such a competitive industry. She comes from a humble background, yet always willing to try new things. For example, when i invited her to join my personal group, DataFrens, she immediately agreed even though she did not come from a Data Science (DS) or Artificial Intelligence (AI) knowledge domain. Currently, I am partnering with her in various aspects: 1. She has engaged me to be her team's sales trainer 2. We will be publishing in the topic of "Big Data's Impact on Insurance" 3. Digitizing her brand name. I look forward to her continued success in her career! Should there be a need to verify my testimonial, kindly contact me. God bless Dr. Alvin Ang www.AlvinAng.sg +65 9799 0262
Credentials
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Associate Estate Planning Practitioner (AEPP)
Estate Planning Practitioners Limited (EPPL)Nov, 2020- Nov, 2024 -
Certified Financial Planner (CFP)
Financial Planning Standards Board Ltd.
Experience
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Financial Alliance Pte Ltd
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Singapore
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Financial Services
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300 - 400 Employee
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Associate Director
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Apr 2022 - Present
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Financial Advisory Manager
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Mar 2020 - Mar 2022
- Managing, training and developing a team of Financial Consultants under me- Supporting my clients with superior Financial Advisory services- Constant updates of clienteles' portfolios- Consistent upgrading of Financial Advisory knowledge and applications
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Redot Educare Foundation
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Singapore
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Non-profit Organizations
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Co-Founder
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Jan 2019 - 2022
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AIA
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Hong Kong
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Insurance
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700 & Above Employee
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Financial Services Consultant
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Apr 2014 - Mar 2020
- Roadshows, cold calling, sales and marketing. - Meeting clients and discussing their insurance portfolios. - Roadshows, cold calling, sales and marketing. - Meeting clients and discussing their insurance portfolios.
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Education
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Nanchang University
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics