Rachel Lau
Executive Senior Manager at Ascend Life Inc- Claim this Profile
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English Native or bilingual proficiency
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Chinese Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Luka Zheng
I have known Rachel since we studied in JC together. What made me engage her professional advice was simple, her genuine care towards others. Rachel strives to help people realise their financial goals. That desire to help others is part of her character and nothing pretentious. I can feel her passion in her work through the few sessions we had and she truly enjoys her work. That puts me at ease as i know she would continue in her line of work for a long time to come. If you don't know about financial planning, Rachel will explain what its all about. If you need financial planning, Rachel will help you achieve your goals!
Mabel Tan
It’s amazing how this young lady has blossomed over the years. Her demeanor nature and a heart for the people around her are what makes clients refer her over and over, validating the awesome work that she does in her clients’ financial plans. A strong advocate for the need for sound financial planning, Rachel has came a long way since starting this career as a student adviser. I’m excited to continue on this mission together with you Rachel! Financial freedom is not just a dream, but a right for everyone willing to embrace it 💪🏻❤️
Luka Zheng
I have known Rachel since we studied in JC together. What made me engage her professional advice was simple, her genuine care towards others. Rachel strives to help people realise their financial goals. That desire to help others is part of her character and nothing pretentious. I can feel her passion in her work through the few sessions we had and she truly enjoys her work. That puts me at ease as i know she would continue in her line of work for a long time to come. If you don't know about financial planning, Rachel will explain what its all about. If you need financial planning, Rachel will help you achieve your goals!
Mabel Tan
It’s amazing how this young lady has blossomed over the years. Her demeanor nature and a heart for the people around her are what makes clients refer her over and over, validating the awesome work that she does in her clients’ financial plans. A strong advocate for the need for sound financial planning, Rachel has came a long way since starting this career as a student adviser. I’m excited to continue on this mission together with you Rachel! Financial freedom is not just a dream, but a right for everyone willing to embrace it 💪🏻❤️
Luka Zheng
I have known Rachel since we studied in JC together. What made me engage her professional advice was simple, her genuine care towards others. Rachel strives to help people realise their financial goals. That desire to help others is part of her character and nothing pretentious. I can feel her passion in her work through the few sessions we had and she truly enjoys her work. That puts me at ease as i know she would continue in her line of work for a long time to come. If you don't know about financial planning, Rachel will explain what its all about. If you need financial planning, Rachel will help you achieve your goals!
Mabel Tan
It’s amazing how this young lady has blossomed over the years. Her demeanor nature and a heart for the people around her are what makes clients refer her over and over, validating the awesome work that she does in her clients’ financial plans. A strong advocate for the need for sound financial planning, Rachel has came a long way since starting this career as a student adviser. I’m excited to continue on this mission together with you Rachel! Financial freedom is not just a dream, but a right for everyone willing to embrace it 💪🏻❤️
Luka Zheng
I have known Rachel since we studied in JC together. What made me engage her professional advice was simple, her genuine care towards others. Rachel strives to help people realise their financial goals. That desire to help others is part of her character and nothing pretentious. I can feel her passion in her work through the few sessions we had and she truly enjoys her work. That puts me at ease as i know she would continue in her line of work for a long time to come. If you don't know about financial planning, Rachel will explain what its all about. If you need financial planning, Rachel will help you achieve your goals!
Mabel Tan
It’s amazing how this young lady has blossomed over the years. Her demeanor nature and a heart for the people around her are what makes clients refer her over and over, validating the awesome work that she does in her clients’ financial plans. A strong advocate for the need for sound financial planning, Rachel has came a long way since starting this career as a student adviser. I’m excited to continue on this mission together with you Rachel! Financial freedom is not just a dream, but a right for everyone willing to embrace it 💪🏻❤️
Experience
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Ascend Life Inc
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Singapore
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Financial Services
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1 - 100 Employee
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Executive Senior Manager
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Jul 2021 - Present
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GREAT EASTERN
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Singapore
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Insurance
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700 & Above Employee
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Executive Senior Manager
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Jul 2021 - Present
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Manager
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Jul 2020 - Jun 2021
FPAS Financial Planner of the Year 2020 (Top 10 Finalist, Aspiring Category)As a financial advisor, my mission is to see the dreams of my clients become a reality with improved financial health through comprehensive and systematic planning.
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Senior Financial Planner
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Jan 2020 - Jun 2020
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Financial Planner
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Mar 2017 - Dec 2019
• Student advisor
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Catalyst Media Group Ltd.
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Hong Kong
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Spectator Sports
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1 - 100 Employee
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Asset Management, Marketing and Commmunications Intern
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May 2017 - Jul 2017
• Formulated marketing strategies for the International Champions Cup 2017 • Manage the assets and designed a VBA programme to improve the process • Report directly to the Marketing Director, PR Director and the CEO • Formulated marketing strategies for the International Champions Cup 2017 • Manage the assets and designed a VBA programme to improve the process • Report directly to the Marketing Director, PR Director and the CEO
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GREAT EASTERN
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Singapore
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Insurance
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700 & Above Employee
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Financial Associate Winter Programme Intern
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Dec 2016 - Jan 2017
Great Eastern Entre-Builder Program - Top Team, Top Personal Growth Intern • Equipped with wealth planning and financial consulting skills • Placed under immense pressure to perform Great Eastern Entre-Builder Program - Top Team, Top Personal Growth Intern • Equipped with wealth planning and financial consulting skills • Placed under immense pressure to perform
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8packs
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Singapore
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Spectator Sports
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Business Development and Growth Hacker Intern
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May 2016 - Jul 2016
• Interacted closely with the founders • Formulated a pitch deck to be presented in Paris • Received an Excellent rating for final appraisal for being a team-player • Interacted closely with the founders • Formulated a pitch deck to be presented in Paris • Received an Excellent rating for final appraisal for being a team-player
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Lee & Lee
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Singapore
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Law Practice
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100 - 200 Employee
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Real Estate Law Intern
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Dec 2015 - Dec 2015
Attachment under Singapore Academy of Law • Learned about the real estate regulations and attended court room hearing • Worked independently and in teams and often liaised with clients for documents. Attachment under Singapore Academy of Law • Learned about the real estate regulations and attended court room hearing • Worked independently and in teams and often liaised with clients for documents.
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Education
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2015 - 2019
National University of Singapore
Bachelors, Finance -
2017 - 2018
Peking University
Student Exchange Program - Bachelor of Business Administration - BBA, Finance -
2017 - 2017
National University of Singapore (Suzhou) Research Institute
Entrepreneurship, E-commerce, Design Sprint -
2011 - 2015
Temasek Junior College
H2 Mathematics, H2 Economics, H2 Physics, H2 Chemistry
Community
