Joey Wu

Associate Director at Financial Alliance Pte Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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5.0

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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

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Credentials

  • Associate Estate Planning Practitioner (AEPP)
    Estate Planning Practitioners Limited (EPPL)
    Nov, 2020
    - Nov, 2024
  • Certified Financial Planner (CFP)
    Financial Planning Standards Board Ltd.

Experience

    • Singapore
    • Financial Services
    • 300 - 400 Employee
    • Associate Director
      • Apr 2022 - Present

    • Financial Advisory Manager
      • 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

    • Singapore
    • Non-profit Organizations
    • Co-Founder
      • Jan 2019 - 2022

    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Financial Services Consultant
      • 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.

Education

  • Nanchang University
    Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
    2004 - 2008

Community

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