Gerald Low 劉易桎
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Gerald Low 劉易桎 Email & Phone Number

Wealth Management Advisor working with Families on Retirement and Multi-Generation Wealth Planning at Professional Investment Advisory Services Pte Ltd
Location: Singapore, Singapore, Singapore 5 work roles 2 schools
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Role
Wealth Management Advisor working with Families on Retirement and Multi-Generation Wealth Planning
Location
Singapore, Singapore, Singapore
Company size

Who is Gerald Low 劉易桎? Overview

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Gerald Low 劉易桎 is listed as Wealth Management Advisor working with Families on Retirement and Multi-Generation Wealth Planning at Professional Investment Advisory Services Pte Ltd, a company with 660 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Gerald Low 劉易桎.

Gerald Low 劉易桎 previously worked as Senior Wealth Manager at Professional Investment Advisory Services Pte Ltd and Financial Service Advisor, Director of Sales at Manulife. Gerald Low 劉易桎 holds Private Client Advisory, Financial Planning And Services from Wealth Management Institute (Wmi).

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Professional Investment Advisory Services Pte Ltd

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Profile bio

About Gerald Low 劉易桎

Over the last 7 years, I have had the opportunity to work with many individuals, especially software engineers, to develop their hard-earned money into a financial portfolio that they can rely on in the future. While Tech salaries have been increasing very strongly, so have the workload and time commitment. As a result, many software engineers struggle to manage their finances effectively.I specialize in helping this group of people to:#1 Grow their wealth more effectively#2 Find best in market solution to address their problem#3 Make the smart financial decision by providing them timely insights#4 Stay up to date with the ever-changing investment landscape#5 Maintain a life while juggling work and financial responsibility After working with more than 300 working professionals, I realized many got started on their investment because of FOMO or peer pressure, only to lose their money.I understand the lack of knowledge, time or interest makes it really difficult for most to start investing properly.Most importantly, I know how tiring it is to pick up the investment book or process a piece of financial news after a long day of brain-draining workBut you're not alone in this!Those problems that you are facing can easily be resolved with the right approach and strategy. I've shared and done it many times.Many clients that I've worked with started from where you are. They now have their money work for them while they continue to focus on what they do best!The continued improvement of my advisory process has helped me gain the trust of clients and received various recognition and awards over the years, most notably the prestigious Million Dollar Round Table (MDRT) in 2018, 2021, and 2022 which represents the top 6% of financial advisors around the world.

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Professional Investment Advisory Services Pte Ltd
Professional Investment Advisory Services Pte Ltd
Wealth Management Advisor working with Families on Retirement and Multi-Generation Wealth Planning
singapore, singapore
Employees
660
AeroLeads page
5 roles

Gerald Low 劉易桎 work experience

A career timeline built from the work history available for this profile.

Financial Service Advisor, Director Of Sales

Singapore

Million Dollar Round Table®(MDRT) Achiever - 2018,2021,2022Trusted Advisor for >300 clientsPrivate Client Advisory

Jan 2021 - Feb 2022

Senior Financial Service Advisor

Singapore

Jan 2018 - Dec 2020

Financial Service Advisor

Manulife (Singapore) Pte Ltd

Mar 2015 - Dec 2017

Training Support Officer

Training support for personal development and financial literacy coursesWealth Acadamy Certification

Apr 2012 - Apr 2014
Team & coworkers

Colleagues at Professional Investment Advisory Services Pte Ltd

Other employees you can reach at proinvest.com.sg. View company contacts for 660 employees →

2 education records

Gerald Low 劉易桎 education

Capital Markets And Financial Advisory Services, Financial Planning And Services

Singapore College Of Insurance
FAQ

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What company does Gerald Low 劉易桎 work for?

Gerald Low 劉易桎 works for Professional Investment Advisory Services Pte Ltd.

What is Gerald Low 劉易桎's role at Professional Investment Advisory Services Pte Ltd?

Gerald Low 劉易桎 is listed as Wealth Management Advisor working with Families on Retirement and Multi-Generation Wealth Planning at Professional Investment Advisory Services Pte Ltd.

Where is Gerald Low 劉易桎 based?

Gerald Low 劉易桎 is based in Singapore, Singapore, Singapore while working with Professional Investment Advisory Services Pte Ltd.

What companies has Gerald Low 劉易桎 worked for?

Gerald Low 劉易桎 has worked for Professional Investment Advisory Services Pte Ltd, Manulife, and Adam Khoo Learning Technologies Group.

Who are Gerald Low 劉易桎's colleagues at Professional Investment Advisory Services Pte Ltd?

Gerald Low 劉易桎's colleagues at Professional Investment Advisory Services Pte Ltd include Meng Hui Chew, Wendy Wong, Andy Tan, Lau Eng Kee Gavriel, and Christabel Poh.

How can I contact Gerald Low 劉易桎?

You can use AeroLeads to view verified contact signals for Gerald Low 劉易桎 at Professional Investment Advisory Services Pte Ltd, including work email, phone, and LinkedIn data when available.

What schools did Gerald Low 劉易桎 attend?

Gerald Low 劉易桎 holds Private Client Advisory, Financial Planning And Services from Wealth Management Institute (Wmi).

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