Amanda Ong

Experience

• 

  AXA

  Jun 2014 - now

  Wealth Manager of Key Financial Agency - Currently managing a team of wealth strategists in generating production revenue for the organisation. Business Development Team Leader - Aiding the Directors in developing sales & recruitment strategies for the expansion of the organisation. Corporate Mentor & Trainer to new associates. Provided wealth management solutions to clients, ensuring clients' needs are aligned with their investment objectives. Aiding the affluent to build a legacy for their beneficiaries as well as customized strategies for clients' health protection needs and wealth accumulation. Achieved one of the top sales in the year and was subsequently promoted to Wealth Manager.

  • Wealth Manager

    Oct 2015 - now

  • Agency Development Manager

    Jan 2015 - Oct 2015

  • Financial Consultant

    Jun 2014 - Sept 2015
• 

  Professional Investment Advisory Services Pte Ltd

  Mar 2019 - now

  Senior Manager Financial Services

  Senior Manager in PIAS - Managing a team of wealth management associates focusing on risk transference, wealth distribution, business succession, investments and retirement planning. Providing holistic financial portfolio review for retail, accredited investors and hnws. Business Development Manager - Involvement in the expansion of the organisation. Corporate mentor to new finance associates.