Ken Wee Phua, Chfc, Ibfa

Ken Wee Phua, Chfc, Ibfa Email and Phone Number

Financial Services Director at KWO Organisation | Hiring | For the Next Generation of Intrapreuners @ HSBC
london, greater london, united kingdom
Ken Wee Phua, Chfc, Ibfa's Location
Singapore, Singapore
About Ken Wee Phua, Chfc, Ibfa

What is your life’s work?What will your answer be in 5, 10 or 15 years from now? Learn about how you can build a career that fulfils your life’s purpose.At KWO, we strive to grow a community of passionate and dynamic financial advisers who are always up for a challenge and believe in a career in helping others.Strong partnerships enable us to leverage each other’s strengths. At KWO, we are always looking to forge new relationships that lead us into the future.We believe in tradition. We believe in innovation. In unprecedented times, as the new normal sets in – we rediscover new ways but in whatever we do – your interests are always centre stage.Our promises to you* You will not be aloneOur strong team functions as a family more than a business. Whatever the situation, we will overcome the obstacles together.* You will not failOur success is pegged to your success and by extension, your failure will mean ours. We do not fail – that means, neither will you.* You will not give upLife is full ups and downs, but one thing is certain – we can’t fail unless we give up. We will not give up and we won’t let you either.To find out more at https://kworgn.com/About Ken Wee PhuaFounder of Ken Wee Organisation (KWO)AXA Top Million Dollar Round Table Unit 2015AXA Top Team First Runner-up 2015, 2016, 2018AXA Top Team Second Runner-up 2017AXA Platinum Manager Club 2015, 2016, 2017, 2018, 2019

Ken Wee Phua, Chfc, Ibfa's Current Company Details
HSBC

Hsbc

View
Financial Services Director at KWO Organisation | Hiring | For the Next Generation of Intrapreuners
london, greater london, united kingdom
Website:
hsbc.com
Employees:
192615
Ken Wee Phua, Chfc, Ibfa Work Experience Details
  • Hsbc
    Financial Services Director
    Hsbc Feb 2023 - Present
    Singapore
  • Kwg Financial Partners
    Founder
    Kwg Financial Partners Jan 2012 - Present
    [KWG SMEs solutions]Provide consultation & planning for established SME. Structured legal, financial & funding solutions for business owners' succession needs.[KWG Estate Planning Solutions]Structuring Wills and Trust solutions for wealth distribution needs.[KWG Retirement Solutions]Whole Life Medical Insurance, Annuity and retirement program planning[KWG Global Wealth and Insurance Solutions ]Provide relevant solutions for expats living in Singapore.
  • Axa
    Financial Services Director
    Axa Feb 2020 - Feb 2023
  • Axa
    Associate Director
    Axa Feb 2016 - Feb 2020
    Leader, Motivator, Educator & CoachAXA Top Million Dollar Round Table Unit 2015AXA Top Team First Runner-up 2015, 2016, 2018AXA Top Team Second Runner-up 2017AXA Platinum Manager Club 2015, 2016, 2017, 2018, 2019
  • Axa
    Senior Financial Services Manager
    Axa Jul 2005 - Feb 2016
    From the moment Ken Wee stepped foot into the Industry in 2003, he had wasted no time in acquainting himself to the nature of the business. Such had been the degree of interest in his new undertakings that on top of the financial courses that were mandatory in this profession, Ken Wee took his commitment a step further by obtaining a Master's Degree in Applied Finance.Backed by his acquired qualifications, Ken Wee could have easily moved on to become a Fund Manager. Instead he chose to stay on as a Financial Advisor because he believes that this seemingly ordinary career can be made extraordinary.Contrary to popular belief, Ken Wee will have you know that the "market is not yet saturated and that not everyone is adequately protected by unforeseen circumstances, nor everyone is well prepared for the risk of living too long". And quite unlike other professions, this is one occupation that offers a sense of security as "one will continue to generate income even after he or she stops working".Currently Ken Wee holds the position of Senior Financial Services Manager, and leads Ken Wee Unit, a team of result-oriented Financial Advisors under Desmond Kwa Organisation. Under Ken Wee's leadership, 75% of the Financial Advisors in his team achieves the most prestigious MDRT award in the year 2014. Also 3 out of 4 advisors in his team has made a six figure annual income for the year 2013. Ken Wee attributes this success to the stringent selection he puts in place in his recruitment process, for he believes in "getting the right people to do the right job".Without a doubt, Ken Wee is fully committed to helping his group of dedicated Advisors achieving their personal goals, who will in turn impact the financial goals of the many clients who is and is to come.
  • Kwo Organisation
    Financial Services Director
    Kwo Organisation Feb 2020 - Feb 2022
  • Rockwills International Group
    Franchisee
    Rockwills International Group May 2010 - 2019

Ken Wee Phua, Chfc, Ibfa Skills

Financial Planning Financial Advisory Retirement Planning Microsoft Excel Estate Planning Life Insurance Wealth Management Retirement Microsoft Office Wealth Accumulation Personal Financial Planning Critical Illness Income Protection Microsoft Word Asset Allocation Investment Advisory Customer Service Pensions Strategic Financial Planning Wealth Management Finance Insurance

Ken Wee Phua, Chfc, Ibfa Education Details

  • University Of Adelaide
    University Of Adelaide
    Applied Finance
  • Nanyang Technological University
    Nanyang Technological University
    Civil & Structural Engineering
  • St Andrew'S Junior College
    St Andrew'S Junior College
  • Outram Secondary School
    Outram Secondary School
    Science

Frequently Asked Questions about Ken Wee Phua, Chfc, Ibfa

What company does Ken Wee Phua, Chfc, Ibfa work for?

Ken Wee Phua, Chfc, Ibfa works for Hsbc

What is Ken Wee Phua, Chfc, Ibfa's role at the current company?

Ken Wee Phua, Chfc, Ibfa's current role is Financial Services Director at KWO Organisation | Hiring | For the Next Generation of Intrapreuners.

What schools did Ken Wee Phua, Chfc, Ibfa attend?

Ken Wee Phua, Chfc, Ibfa attended University Of Adelaide, Nanyang Technological University, St Andrew's Junior College, Outram Secondary School.

What skills is Ken Wee Phua, Chfc, Ibfa known for?

Ken Wee Phua, Chfc, Ibfa has skills like Financial Planning, Financial Advisory, Retirement Planning, Microsoft Excel, Estate Planning, Life Insurance, Wealth Management, Retirement, Microsoft Office, Wealth Accumulation, Personal Financial Planning, Critical Illness.

Who are Ken Wee Phua, Chfc, Ibfa's colleagues?

Ken Wee Phua, Chfc, Ibfa's colleagues are Regina Cheng-Cheng Feng, Syed Sameer, Jeenendra Kothari, Ebru Bayrak, Nicola Booker, Jay Z, Gerardo Flores Furlong.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.