Amanda Ong Email & Phone Number

Senior Financial Services Manager in Apex Premier, an organisation representing PIAS (Professional Investment Advisory Services). In Apex Premier, the core focus of our business is wealth management. Working with Apex allows you to tap onto our expertise from wealth protection, preservation, accumulation to distribution. Our insistence on quality advice ensures only the best for our clients. We are Apex because of one simple belief -"The Relentless Pursuit of Excellence". Apex also conducts public and corporate educational seminars on a whole array of wealth and financial matters. We've conducted more than 2,000 seminars since 2007 for Ministries, Statutory Boards, MNCs, various institutions and companies.Approximately 300 seminars and corporate talks done on a yearly basis, with the objective to improve financial literacy. Popular topics include Retirement Planning, Investment Portfolio Construction, Market Outlooks, Risk Management Strategies, Estate planning etc. You’re certainly more than welcome to join us at our monthly in-house talks (I'd like to extend this invitation to existing advisors as well. HMU if you wish to have a feel of how we run our seminars). I'm looking for highly motivated individuals who possess strong integrity and personal ethics. In order to fit into the organisation’s culture, wealth management professionals must also have a burning desire for financial success while achieving work life balance. In Apex Premier, we believe in empowering our clients with the relevant knowledge to make sound financial decisions. Intensive training and coaching sessions are absolutely compulsory combined with a full-fledged 90 days program run by a veteran with more than 20 years experience in the industry."If it's meant to be, it's up to me." Success doesn't come to you. You go to it. If you're looking to be ahead of the rat race in today's volatile, uncertain, complex & ambiguous business world, PM me for more details.

Listed skills include Business Relationship Management, Customer Relationship Management, Wealth Management, Wealth Accumulation, and 11 others.

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  Murdoch University

  Marketing