Ser Hai Sim
Senior Vice President at Manulife Financial Advisers Pte Ltd- Claim this Profile
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English Full professional proficiency
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Bio
Experience
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Manulife Financial Advisers Pte Ltd
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Singapore
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Financial Services
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700 & Above Employee
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Senior Vice President
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Aug 2022 - Present
At Manulife Financial Advisers, we are committed to putting our clients’ 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, a leading Canadian-based financial services group with principal operations in Asia, Canada and the 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 an international financial services group. Based in Singapore, Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS). As one of the most dynamic financial advisory firms in Singapore, we have grown from a united team of 200 in 2015 to a current 1500-strong team. 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 advice and customised financial solutions, we focus on placing our clients' needs and interests 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. Visit us at https://manulifefa.com.sg/ for more details. Show less
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Summit Planners Pte Ltd
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Singapore
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Financial Services
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1 - 100 Employee
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Senior Vice President
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Aug 2022 - 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
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AIA Singapore
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Singapore
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Insurance
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700 & Above Employee
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Agency Leader
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Nov 2001 - Jun 2022
Professional Servcies Renedered * Recruiting and Training of Financial Services Consultants and Managers * Financial Health Review and Advise * Marketing of Life Insurance, Investment-Linked Products, General Insurance and Accident & Health Plans Career * Dec 1st 2001 - Financial Services Consultant * Dec 1st 2005 - Financial Services Unit Manager * June 2012 - Financial Services Associate Director * Dec 1st 2012 - Financial Services Director Achievements (Self & Spouse) * 2014 - Top New Quality Recruiter FSAD * 2013 - Top FSC - Highest FYC in RP ILP * 2003, 2004, 2008, 2013, 2017, 2019, 2022 - Million Dollar Round Table * 2011, 2013, 2014, 2015, 2016, 2017, 2019, 2022 - High Net Worth Prestige Club * 2012, 2016 - AIA Million Dollars Club (Gold) * 2003, 2008, 2015, 2019 - AIA Superstar Club * 2009, 2011 - AIA Shining Star * 2013, 2017, 2022 - AIA Centurion Club/ AIA Centurion Star Club Show less
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PRIMARK (DATASTREAM) SINGAPORE PTE LTD
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Singapore
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SALES MANAGER, SINGAPORE
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Jan 1996 - Nov 2001
PROVIDING HISTORICAL INFORMATION ON MACRO-ECONOMICS, GLOBAL EQUITIES AND CONCENSUS FORECAST ON ESTIMATES (IBES) TO FUND MANAGERS, ANALYSTS AND RESEARCHERS OF THE FINANCIAL INVESTMENT COMMUNITY ACQUIRED BY THOMSON FINANCIALS (NOW THOMSON REUTERS) IN 2000 (approximately) PROVIDING HISTORICAL INFORMATION ON MACRO-ECONOMICS, GLOBAL EQUITIES AND CONCENSUS FORECAST ON ESTIMATES (IBES) TO FUND MANAGERS, ANALYSTS AND RESEARCHERS OF THE FINANCIAL INVESTMENT COMMUNITY ACQUIRED BY THOMSON FINANCIALS (NOW THOMSON REUTERS) IN 2000 (approximately)
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Education
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University of Newcastle
Engineer’s Degree, Computer Engineering