Paul Leong

Master Financial Consultant at Prudential Assurance Company Singapore
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, Singapore, SG
Languages
  • English -
  • Mandarin -
  • Cantonese -

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Credentials

  • Associate Estate Planning Practitioner (AEPP®)
    Estate Planning Practitioners Limited (EPPL)
    Jan, 2021
    - Nov, 2024
  • Commercial General Insurance Certification
    Singapore College of Insurance
    Feb, 2016
    - Nov, 2024
  • Personal General Insurance Certification
    Singapore College of Insurance
    Feb, 2016
    - Nov, 2024
  • Chartered Financial Consultant ChFC/S
    Singapore College Of Insurance

Experience

  • Prudential Assurance Company Singapore
    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Master Financial Consultant
      • Sep 2012 - Present

      Helping clients to gain clarity on their current and future finances Development of personalized financial plans for clients to achieve their financial goals through financial instruments like insurance and investments Providing employee healthcare benefits for Small Medium Enterprises Annual review consultations with clients to ensure that their financial portfolio is in line with their financial goals and current life stage Processing of clients' claims Helping clients to gain clarity on their current and future finances Development of personalized financial plans for clients to achieve their financial goals through financial instruments like insurance and investments Providing employee healthcare benefits for Small Medium Enterprises Annual review consultations with clients to ensure that their financial portfolio is in line with their financial goals and current life stage Processing of clients' claims

  • InQuotient Pte Ltd
    • Consultant
      • Apr 2016 - Present

      Providing personal general insurance solutions Providing commercial general insurance solutions Providing personal general insurance solutions Providing commercial general insurance solutions

Education

  • Singapore Management University
    Bachelor of Science (BSc), Economics, Second Major in Finance
    2009 - 2013
  • Jurong Junior College
    Science, GCE A' Levels
    2005 - 2007

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