Talk to sales Try for Free
Wee Cheng Ng Lilian

Wee Cheng Ng Lilian

Unit Manager

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

Connect with Wee Cheng Ng Lilian to Send Message

Connect

Connect with Wee Cheng Ng Lilian to Send Message

Connect

  • 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