Oliver Loi

Financial Services Consultant at Manulife Financial Advisers 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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Jeremy Chua

Oliver is responsible and forthcoming as an advisor. He is also very meticulous in planning and his strategies.

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Experience

    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Financial Services Consultant
      • Jan 2021 - Present

      At Manulife Financial Advisers, we are committed to putting our client’s needs first. Our clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs. Backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in Asia. Canada and United States, we are well-positioned to offer distinctive advantages with the flexibility of a financial advisory firm, as well as the strong governance and financial backing of a international financial services group. Based in Singapore, Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS). As of the most dynamic financial advisory firm in Singapore, we have grown from a United team of 200 in 2015 to a current strong team of more than 1400. Our vision is to be the most professional Financial advisory firm in Singapore and the region, with financial services consultants that place their clients needs at the centre of everything they do. Driven by a mission to provide professional advise and customised Financial solutions, we focus on placing our clients weds and interest first. We strive to become the most trusted and reputable Financial advisory firm in Singapore, recognised for our quality advice and service which will enable us to enrich the lives of many in years to come. Show less

    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Relationship Director
      • Feb 2021 - Present

      Inspired by an extraordinary vision and created in December 2000, Summit Planners is an avant-garde organisation that works in conjunction with professionals and institutions to provide clients with business and financial solutions. At Summit Planners, we strive to provide our clients with customised solutions from our suite of services to match not only the size of their organisation, but also their ambitions. From sole proprietorships to corporations, and from individuals to families, their trust in our services and our partners have enabled us to grow from strength to strength. We know what it is like to pursue a dream. For a dream to have a chance to come true, one needs a Plan. At Summit Planners, one can count on us to help achieve those goals in life, and plan the route towards the summit. Show less

    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Personal Wealth Manager
      • Dec 2015 - Jul 2021

      Helping professionals in financial planning. Helping professionals in financial planning.

    • Sales Manager
      • Jan 2008 - Jun 2015

      Client servicing and business development Client servicing and business development

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Key Account Sales Executive
      • Jan 2006 - Dec 2007

      Servicing key accounts and businesses development Servicing key accounts and businesses development

    • Singapore
    • Food and Beverage Services
    • 200 - 300 Employee
    • Key Account Executive
      • Jan 2004 - 2005

      Servicing key accounts Servicing key accounts

Education

  • Northumbria University
    Hons in Business Adminstration, Business
    2013 - 2015
  • Nanyang Polytechnic
    Diploma, Business IT
  • Zhonghua secondary school
    O levels

Community

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