Wee Cheng Ng Lilian

Wee Cheng Ng Lilian

Unit Manager

Followers of Wee Cheng Ng Lilian313 followers
location of Wee Cheng Ng LilianSingapore

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  • Timeline

  • About me

    Associate Manager at HSBC Life - Helping people consolidate & strengthen what they spend a lifetime building

  • Education

    • Singapore College Institute

      2000 - 2003
      Chartered Financial Consultant Financial Planning
    • Victoria Junior College

      1984 - 1985
      84S35 ( Pioneer Batch ) Double Maths
    • Bedok View Secondary School

      1980 - 1983
      Science Class
    • National University of Singapore

      1986 - 1989
      Bachelor of Science (B.Sc.) Double Mathematics
  • Experience

    • Wing On International Holdings Limited

      Jan 1989 - Jan 1995
      Unit Manager
    • AXA

      Jan 1995 - Jan 2023
      Associate Manager

      Held various positions including Financial Service Director (2000 - 2009)Personal financial planning with clients to jointly * Identify and concretize short and long term financial objectives. * Develop strategies to increase client’s net worth and mitigate unknown contingencies. Strategies would include the use of risk management, investments, tax planning, retirement planning, and estate planning.

    • HSBC Life Singapore Pte Ltd

      Feb 2023 - now
      Associate Manager
  • Licenses & Certifications

    • Associate Estate Planning Practitioner ( AEPP)

      Estate Planning Practitioners Limited
      View certificate certificate
    • Certificate in General Insurance

      Singapore College of Insurance
      View certificate certificate
    • Chartered Financial Consultant (ChFC)

      Singapore College of Insurance
      View certificate certificate
    • Fellow Chartered Financial Practitioner ( FChFP)

      The Association of Financial Advisers (AFA)
      View certificate certificate
    • LIfe Underwriter Training Council Fellowship (LUTCF)

      National Association of Insurance and Financial Advisors
      View certificate certificate
  • Honors & Awards

    • Awarded to Wee Cheng Ng Lilian
      CEO Challenge - Champion AXA Insurance Singapore 2016
    • Awarded to Wee Cheng Ng Lilian
      Million Dollar Round Table ( MDRT) MDRT - The Premier Association of Financial Professionals 2016 8th time qualifier of an international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.https://www.mdrt.org/
    • Awarded to Wee Cheng Ng Lilian
      Quality Club AXA Insurance Singapore 2016
    • Awarded to Wee Cheng Ng Lilian
      Summit Club AXA Insurance Singapore 2016
  • Volunteer Experience

    • Develop financial literacy amongst students

      Issued by Schools
      SchoolsAssociated with Wee Cheng Ng Lilian
    • Provide transport

      Issued by meals on wheels
      meals on wheelsAssociated with Wee Cheng Ng Lilian
    • Leading groups in healthy morning exercise .. mindfulness development.

      Issued by Infinite Youth on Jan 2010
      Infinite YouthAssociated with Wee Cheng Ng Lilian