Katy Lu

Team Lead Manager at Singlife
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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Bio

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Credentials

  • CMFAS PGI - Personal General Insurance
    Singapore College of Insurance Ltd
    Apr, 2017
    - Nov, 2024
  • CMFAS BCP - Basic insurance Concept and Principal
    Singapore College of Insurance Ltd
    Jan, 2017
    - Nov, 2024
  • AEPP Associate estate planning practitioner
    Rockwills International Group
    Jan, 2015
    - Nov, 2024
  • CMFAS M9 - Life insurance & investment -Linked policies
    Singapore College of Insurance Ltd
    Jan, 2013
    - Nov, 2024
  • CMFAS HI - Health Insurance
    Singapore College of Insurance Ltd
    Jan, 2011
    - Nov, 2024
  • CMFAS M5 - Rules and Regulation for financial advisory service
    Singapore College of Insurance Ltd
    Jan, 2011
    - Nov, 2024
  • M9A - Life insurance and investment -Linked policy II
    Singapore College of Insurance Ltd
    Jan, 2011
    - Nov, 2024

Experience

  • Singlife
    • Singapore
    • Insurance
    • 700 & Above Employee
    • Team Lead Manager
      • Mar 2022 - Present

    • Premier Singlife relationship consultant
      • Apr 2021 - Mar 2022

  • Aviva
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Relationship Consultant
      • Jun 2019 - Present

  • AIA
    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Wealth Manager
      • Dec 2013 - Jun 2019

  • Manulife
    • Singapore
    • Financial Services Advisor
      • Sep 2011 - Dec 2013

Education

  • University of Wales
    Bachelor of Business Administration - BBA, Business Administration, Management and Operations
    2008 - 2010

Community

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