Talk to sales Try for Free
Nigel Wong

Nigel Wong

Infantry Officer

Followers of Nigel Wong2000 followers
location of Nigel WongSingapore

Connect with Nigel Wong to Send Message

Connect

Connect with Nigel Wong to Send Message

Connect

  • Timeline

  • About me

    Financial Services Associate Director at AIA Singapore & Senior Personal Wealth Manager

  • Education

    • National University of Singapore

      2013 - 2017
      Bachelor of Business Administration with Honors (B.B.A. Hons) Finance and Decision Sciences Honors with Distinction

      Activities and Societies: NUS Bizad Club Director of Sports

  • Experience

    • Singapore Armed Forces (SAF)

      Apr 2012 - Mar 2013
      Infantry Officer

      Trained Infantry Platoon Commanders on tactics and assessed their combat readiness.

    • AIA Singapore

      Aug 2015 - now

      I help clients to maximize the use of their wealth and plan for any potential financial catastrophes. Specializing in providing creative solutions in order to solve these different problems in the most efficient way. On top of that, I provide the service of restructuring a client's financial portfolio to be up to date and conducting financial health reviews to ensure a client's financial stability.Specialties:Child PlanningCritical Illness InsuranceSavings and InvestmentsRetirement PlanningIncome InsuranceCertifications:Associate Financial PlannerAssociate Wealth PlannerM5, M9, M9A, Health Insurance, Commercial General Insurance, Personal General InsuranceAchievements:District Top Undergraduate Consultant 2016Top EPS Consultant (Cases) 2nd Runner Up EPS Consultant (FYC)Clubs:Million Dollar Club Silver 2016Million Dollar Club Gold 2017 Show less

      • Financial Services Associate Director

        Jan 2025 - now

      • Financial Services Manager

        Aug 2019 - Feb 2025

      • Senior Premier Consultant

        Jan 2019 - Jul 2019

      • Premier Consultant

        Jan 2018 - Dec 2018

      • Financial Services Consultant

        Aug 2015 - Dec 2017

    • Odyssey Advisory

      Aug 2018 - now
      Co-Founder

  • Licenses & Certifications

    • BBA Honors in Finance and Decision Science

      National University of Singapore

    • Certified Financial Planner (CFP®)

      FPAS - Financial Planning Association Singapore (Official)
      Apr 2018

    • Chartered Financial Consultant (ChFC)

      IFPAS - INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE (OFFICIAL)
      Apr 2019

  • Honors & Awards

    • Awarded to Nigel Wong
      Court of the Table MDRT Jan 2024 Achieved the coveted Court of the Table award which is reserved for the top 5% of the insurance industry. Qualifying for it requires achieving 3x the MDRT qualification within the same year.
    • Awarded to Nigel Wong
      AIA Centurion AIA 2019 The top tier of consultants out of 5 tiers in AIA Singapore. It is awarded to consultants who have achieved the highest level of production each year.
    • Awarded to Nigel Wong
      Million Dollar Round Table AIA 2019 Million Dollar Round Table (MDRT) is a worldwide benchmark for the Financial Services Industry which indicates stellar performance. It is awarded to the top 10% of Financial Services Consultants that have hit the necessary requirements set by the MDRT Council each year.
    • Awarded to Nigel Wong
      AIA Centurion AIA 2018 The top tier of consultants out of 5 tiers in AIA Singapore. It is awarded to consultants who have achieved the highest level of production each year.
    • Awarded to Nigel Wong
      Million Dollar Round Table AIA 2018 Million Dollar Round Table (MDRT) is a worldwide benchmark for the Financial Services Industry which indicates stellar performance. It is awarded to the top 10% of Financial Services Consultants that have hit the necessary requirements set by the MDRT Council each year.
    • Awarded to Nigel Wong
      Top Consultant EPS (Cases) AIA Singapore Aug 2017 This is awarded to the consultant which brings in the highest number of new cases during the Entrepreneur Power Scheme Course. It recognizes the skills and knowledge of the consultant and the ability of the consultant in helping to plan for clients using suitable policies.
    • Awarded to Nigel Wong
      2nd Runner Up Consultant EPS (FYC) AIA Singapore Jul 2017 This is awarded to the 3rd place consultant in terms of FYC during the Entrepreneur Power Scheme Course. This highlights the trust that clients place in the consultant in managing their assets and wealth. It also reflects the confidence that clients have in the consultant's recommendations and knowledge.
    • Awarded to Nigel Wong
      Million Dollar Club AIA January 1, 2017
    • Awarded to Nigel Wong
      District Top Undergraduate Winadvisors 2016 This award recognizes the top performing undergraduate in the district. It is a reward for the hard work, effort, determination and sincerity in serving clients.
    • Awarded to Nigel Wong
      Million Dollar Club AIA Singapore 2016