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. .. Email & Phone Number

Estate Planner at Rockwills International Group
Location: Singapore 4 work roles 3 schools
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Current company
Rockwills International Group
Role
Estate Planner
Location
Singapore
Company size
285 employees

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. .. is listed as Estate Planner at Rockwills International Group, a with 285 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for . ...

. .. previously worked as Estate Planning Advisory at Advisors' Clique and Retired at Retired. . .. holds Associate Specialist In Estate Planning, Estate Planning from Ifpas Singapore.

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Rockwills International Group

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Profile bio

About . ..

To be the Estate Planner of choice for all Professionals & Entrepreneur7 years of solid estate planning and wealth management advisory experience. I am honored to have made a difference to many of my clients' life for the work I have done pertaining to their legacy planning and wealth accumulation needs.With the use of estate planning tools such as a private trust, wills, lasting power of attorney and universal life, an orderly and well structured estate plan can be developed and put in place to ensure the interest of our love ones are taken care under any circumstances.If you are interested to find out how our services can benefit you and your businesses, or having me to speak at any events, please drop me an email at HoEngLee@Advisorsclique.com.sg

Current workplace

. ..'s current company

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Rockwills International Group
Rockwills International Group
Estate Planner
kuala lumpur, kuala lumpur, malaysia
Website
rockwills.com
Employees
285
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Company profile
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4 roles · 13 years

. .. work experience

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Estate Planner

Current
Rockwills International Group

Singapore

Professional Will Planning & Writing Private Trusts Creation Formulating of Estate PlansCollating Assets Inventory ListLasting Power of Attorney (LPA)

2014 - Present ~12 yrs 6 mos

Estate Planning Advisory

Advisors' Clique

Singapore

Earn |Save |Invest |Insure |Preserve Estate Planning- Legacy creation via Universal Life- Wills and Trust Retirement Planning and Tax Saving Strategies- Supplementary Retirement Scheme (SRS)- CPF Investment Scheme- Dividend generating investmentsLoans- Property Loans (Private / HDB)Risk Management- Keyman Insurance- Income ProtectionInvestment Planning- Mutual Funds Portfolio CreationGeneral Insurance- Motor Insurance (Best quotes at renewal)- Travel InsuranceFor Businesses:Corporate Employee Benefits Scheme (SMEs)Group Hospital & Surgical, Dental, GP, Specialist OutPatient Portable Medical Benefits SchemeWorkmen CompensationKeyman insuranceCareer Opportunities: Premier Client Group Wealth Advisorplease email to HoEngLee@AdvisorsClique.com.sg

Retired

Retired

London, England, United Kingdom

Field Distribution Unit Manager

Ntuc Income

Singapore

Milestones:Achieved 1st position at NTUC Income's Inaugural Associate Trainer Program out of 50 Sales Manager (2013)Achieved 1st Position as Top Recruiting Sales Manager (NTUC Income 2012)Achieved 5th position for Top Producing Sales Manager out of 50 Sales Team (NTUC Income 2012)Responsible for the performance and development of the Financial Consultants in my team Prepares action plans by individuals as well as by team for effective search of sales leads and prospects. Initiates and coordinates development of action plans to penetrate new markets. Assists in the development and implementation of marketing plans as needed. Conducts one-on-one coaching with all Financial Consultants to build more effective communications, to understand training and development needs, and to provide insight for the improvement of Financial Consultant’s sales and activity performance. Provides timely feedback to senior management regarding performance. Maintains accurate records of all sales and activity reports submitted by my teamCreates and conducts proposal presentations to clients.Assists Sales Consultants in preparation of proposals and presentations.

Jun 2009 - Jun 2011
Team & coworkers

Colleagues at Rockwills International Group

Other employees you can reach at rockwills.com. View company contacts for 285 employees →

CW Chan Wai Fang ,Fanny Chan Wai Fang ,Fanny Colleague at Rockwills International GroupPuchong, Selangor, Malaysia View → DK Douglas Kerk Douglas Kerk Colleague at Rockwills International GroupJohore, Malaysia View → JT Joceryn Tan Joceryn Tan Colleague at Rockwills International GroupBayan Lepas, Penang, Malaysia View → EY Evena Yii Li Ching Evena Yii Li Ching Colleague at Rockwills International GroupTawau, Sabah, Malaysia View → AS Amalina Sabarudin Amalina Sabarudin Colleague at Rockwills International GroupWp. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia View → MY Mei Yee Mok Mei Yee Mok Colleague at Rockwills International GroupSelangor, Malaysia View → AA Akmal Airil Akmal Airil Colleague at Rockwills International GroupWp. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia View → KS Keith Soo Keith Soo Colleague at Rockwills International GroupBayan Lepas, Penang, Malaysia View → NW Nurul Wahida Nurul Wahida Colleague at Rockwills International GroupKuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia View → JL Jessy Lim Jessy Lim Colleague at Rockwills International GroupJohore, Malaysia View →
3 education records

. .. education

Associate Specialist In Estate Planning, Estate Planning

Ifpas Singapore

Associate Wealth Planner, Business And Personal/Financial Services Marketing Operations

Financial Planning Association Of Singapore (Fpas)
FAQ

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What company does . .. work for?

. .. works for Rockwills International Group.

What is . ..'s role at Rockwills International Group?

. .. is listed as Estate Planner at Rockwills International Group.

Where is . .. based?

. .. is based in Singapore while working with Rockwills International Group.

What companies has . .. worked for?

. .. has worked for Rockwills International Group, Advisors' Clique, Retired, and Ntuc Income.

Who are . ..'s colleagues at Rockwills International Group?

. ..'s colleagues at Rockwills International Group include Chan Wai Fang ,Fanny, Douglas Kerk, Joceryn Tan, Evena Yii Li Ching, and Amalina Sabarudin.

How can I contact . ..?

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What schools did . .. attend?

. .. holds Associate Specialist In Estate Planning, Estate Planning from Ifpas Singapore.

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