Tey Ghee Kwan

Tey Ghee Kwan Email and Phone Number

Branch Manager @ Zenith Wealth Group
Singapore
Tey Ghee Kwan's Location
Singapore, Singapore, Singapore
Tey Ghee Kwan's Contact Details

Tey Ghee Kwan work email

Tey Ghee Kwan personal email

n/a
About Tey Ghee Kwan

Tey Ghee Kwan is a Branch Manager at Zenith Wealth Group. They possess expertise in investments, wealth management, finance, financial advisory, retirement planning and 24 more skills. They is proficient in Chinese and English. Colleagues describe them as "Ghee Kwan has been my trusted financial consultant for a number of years already, and he has been a great friend and advisor who puts the interests of his clients like me first when offering investment solutions tailored to individual preferences, needs and risk appetites. Ghee Gwan is very patient and understanding and knows how carried away with work and family his clients like me can be, and helps us busy bees to try to make the most out of investments under his care and management… Show more" and "Ghee Kwan knows what is investment. He will look into the risk appetite of his clients. He is fun, patient and through. I will recommend GK to anyone looking for a financial advisor."

Tey Ghee Kwan's Current Company Details
Zenith Wealth Group

Zenith Wealth Group

View
Branch Manager
Singapore
Website:
finexis.com.sg
Employees:
592
Tey Ghee Kwan Work Experience Details
  • Zenith Wealth Group
    Branch Manager
    Zenith Wealth Group
    Singapore
  • Finexis Advisory Pte Ltd
    Branch Manager
    Finexis Advisory Pte Ltd May 2017 - Present
    Singapore
    At finexis advisory, we are revolutionizing financial advisory. We're specialists in improving our clients' financial health. We've recently embarked on an ambitious movement to help our clients earn 20% More(TM) in their careers and Save 20% More(TM), so they can get a headstart towards achieving their financial goals and enjoy freedom in life. We don’t just play to play. We play to win. While there will be lots of fun and laughter, there will be a lot of hard work too. We have flexible hours i.e. it’s definitely not a 9-5 job. Building something great is never easy, so only those with grit and determination will survive. Our success stems from hiring the best people and keeping them happy and motivated. We are only recruiting 4 more A players into the team this year. If you believe in making a positive impact, and have the desire to help 100 new clients in a year, you could be the person that we are looking for.
  • Finexis Advisory Pte Ltd
    Financial Services Consultant
    Finexis Advisory Pte Ltd Nov 2007 - Present
    Singapore
    Like how one will navigate his way through an unknown territory with a map, I believe that the path towards financial freedom for my clients lies in the power of a financial blueprint. One that is deeply customized for my clients' needs and constraints so it gives clarity for the choices they must take to achieve their desired life goals.A big reason why I've committed so many years as a financial consultant with finexis is my belief in offering my clients unbiased advice against the backdrop of finexis’s philosophy and management framework. This belief has guided me in building many long-term relationships with my trusted clients till today and without a doubt, for the many years to come.To maintain a high level of professionalism and integrity for my clients is a foremost philosophy in the way I conduct my business as a financial consultant.Many of my clients have greatly appreciated my “light touch” approach when it comes to keeping them abreast of the changes within the industry and economy. Whether it is my monthly investment updates and newsletters or occasional mobile text messages or even meet-ups over coffee, my clients see me as a consultant who is earnest and committed in delivering up-to-date knowledge. Committed to my personal growth and education, I am also an avid market watcher and constantly seeks continual growth through attending related programs to give me that additional edge that most consultants out there lack.I'm currently working closely with 4 groups of clients (TIPS) - Teachers, International clients (Indonesians, Indians and Mainland Chinese), Parents with young children, Serious and Responsible Individuals. I am looking for personal introductions to more of such clients. If you are looking for a financial consultant who sits on the same side of the table as you, guiding you in the best of your interest, do drop me a pm on LinkedIn or email me at tey.gheekwan@finexis.com.sg.
  • Bni (Business Network International)
    Senior Director Consultant
    Bni (Business Network International) Apr 2023 - Present
    - Leadership and Chapter Support: Leading and supporting six BNI chapters in Singapore, together with a team of Director Consultants and Ambassadors, driving their growth and enhancing member engagement through strategic initiatives and hands-on guidance.- Strategic Guidance: Leveraging 17 years of experience in financial planning to provide strategic insights and guidance to business owners and professionals, helping them achieve their business goals through effective networking.- Member Engagement: Implementing innovative strategies to boost chapter performance, increase member retention, and foster a collaborative and supportive community.- Public Speaking: Delivering compelling presentations and public speaking engagements to communicate the value of business networking, inspiring and motivating members to actively participate and contribute.- Initiative Development: Leading the development and execution of initiatives that drive chapter growth, improve member satisfaction, and strengthen the overall BNI network in Singapore.
  • Tmc Academy Singapore
    Certified Financial Planner Course Adjunct Lecturer
    Tmc Academy Singapore Jul 2020 - Present
    - Course Delivery: Conducting Certified Financial Planner (CFP) courses, providing comprehensive instruction on financial planning principles and practices to aspiring financial professionals.- Curriculum Development: Designing and updating course materials to ensure they reflect current industry standards and regulations, enhancing the learning experience for students.- Student Mentorship: Mentoring students throughout their CFP journey, offering guidance, support, and insights to help them succeed in their certification and careers.- Expertise Sharing: Leveraging 17 years of experience in financial planning to deliver practical, real-world knowledge and examples, bridging the gap between theory and practice.- Continuous Improvement: Engaging in professional development and staying current with industry trends to continuously improve course content and delivery methods.- Assessment and Evaluation: Creating and grading assessments to evaluate student understanding and proficiency, providing constructive feedback to foster growth and improvement.- Examination Preparation: Preparing students for the CFP examination through rigorous training, practice exams, and personalized feedback, ensuring they are well-equipped to pass the exam.
  • Business Network International
    Secretary / Treasurer, Synergy Chapter
    Business Network International Apr 2013 - Mar 2014
    BNI® is the world's largest business networking, referrals and word of mouth marketing organization. BNI provides a structured and supportive system of giving and receiving business. It does so by providing an environment in which members develop personal relationships with dozens of other qualified business professionals. By establishing this "formal" relationship with other people, members will have the opportunity to substantially increase their businesses.
  • Ministry Of Education Of Singapore
    Teacher
    Ministry Of Education Of Singapore Jun 2003 - Aug 2007
    Math Teacher

Tey Ghee Kwan Skills

Investments Wealth Management Finance Financial Advisory Retirement Planning Portfolio Management Investment Advisory Risk Management Financial Planning Strategic Financial Planning Asset Management Financial Analysis Wealth Management Insurance Retirement Financial Services Negotiation Strategic Planning Consulting Business Strategy Estate Planning Equities Asset Managment Fixed Annuities Fixed Income Term Life Insurance Health Insurance Business Planning

Tey Ghee Kwan Education Details

  • National University Of Singapore
    Electrical And Electronics Engineering
  • National Junior College
    National Junior College
    Triple Science With S Papers In Physics And Chemistry
  • Catholic High School
    Catholic High School
    A1 For All Subjects, Except For Higher Chinese.

Frequently Asked Questions about Tey Ghee Kwan

What company does Tey Ghee Kwan work for?

Tey Ghee Kwan works for Zenith Wealth Group

What is Tey Ghee Kwan's role at the current company?

Tey Ghee Kwan's current role is Branch Manager.

What is Tey Ghee Kwan's email address?

Tey Ghee Kwan's email address is te****@****.com.sg

What schools did Tey Ghee Kwan attend?

Tey Ghee Kwan attended National University Of Singapore, National Junior College, Catholic High School.

What skills is Tey Ghee Kwan known for?

Tey Ghee Kwan has skills like Investments, Wealth Management, Finance, Financial Advisory, Retirement Planning, Portfolio Management, Investment Advisory, Risk Management, Financial Planning, Strategic Financial Planning, Asset Management, Financial Analysis.

Who are Tey Ghee Kwan's colleagues?

Tey Ghee Kwan's colleagues are Kelvin Kek, Marissa Hong, Wenhao Cai, Jolyn Wang, Szeying Yeo, Jessica Peh, Xueyi Chen.

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