Senior Consultant
Current- Unlock 'dead assets' - To identify strengths and weaknesses of clients' current finances- Enhance clients' assets and reduce their liabilities- To strategize practical solutions to achieve clients' goals- Career coaching
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Isabel Yeo is listed as GEFA Senior Financial Consultant at Great Eastern Financial Advisers Private Limited, a company with 602 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Isabel Yeo.
Isabel Yeo previously worked as Senior Consultant at Great Eastern Financial Advisers Private Limited and Assistant Service Manager at Dbs. Isabel Yeo holds Bachelors Of Business Marketing, Business, Management, Marketing, And Related Support Services from Singapore Institute Of Management.
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I am proud to represent Great Eastern Financial Advisers, a member of the OCBC Group. Over the past five years in this career as a Financial Consultant, I have grown to focus mainly on protecting lives and planning for different financial milestones for my clients and their loved ones. Throughout my career, I am proud to have attained career achievements such as qualifying for the Million Dollar Round Table, including the prestigious Court of the Table, winning the Top Case Count award presented by my agency, as well as garnering the International Dragon Award. What I truly love about this career is that I get to meet and connect with people from all walks of life where we get to share our life stories and experiences with one another. I love this aspect of my work — it is where I draw my inspiration from to impact their lives in a better way. Guided by the values of trust, integrity, and responsibility, I add value to my clients' lives and share solutions to enhance their portfolio through strategic planning and to reach their financial goals through the fastest route possible. I believe financial strategies should be enjoyable, fun, and made simple for everybody. Let's find practical solutions to achieve your goals and protect your loved ones today.
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- Unlock 'dead assets' - To identify strengths and weaknesses of clients' current finances- Enhance clients' assets and reduce their liabilities- To strategize practical solutions to achieve clients' goals- Career coaching
- To manage day to day transactions - Recommend General Insurance policies to bank clients (eg. Fire/Home/Travel/Personal Accident)- Manage audit checks
Other employees you can reach at greateasternfa.com.sg. View company contacts for 602 employees →
Alvin Choy
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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JT
Joshua Tan
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore, Singapore
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MH
Musa Harith
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore, Singapore
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CC
Candy Chan
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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DL
Dan Lim
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore, Singapore
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AC
Alvin Choong
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore, Singapore
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YJ
Yee Juan Tay
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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RL
Reuben Lim
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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GC
Goh Chin Bin Dion
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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JT
Jackie Tang
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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Isabel Yeo works for Great Eastern Financial Advisers Private Limited.
Isabel Yeo is listed as GEFA Senior Financial Consultant at Great Eastern Financial Advisers Private Limited.
Isabel Yeo is based in Singapore, Singapore, Singapore while working with Great Eastern Financial Advisers Private Limited.
Isabel Yeo has worked for Great Eastern Financial Advisers Private Limited and Dbs.
Isabel Yeo's colleagues at Great Eastern Financial Advisers Private Limited include Alvin Choy, Joshua Tan, Musa Harith, Candy Chan, and Dan Lim.
You can use AeroLeads to view verified contact signals for Isabel Yeo at Great Eastern Financial Advisers Private Limited, including work email, phone, and LinkedIn data when available.
Isabel Yeo holds Bachelors Of Business Marketing, Business, Management, Marketing, And Related Support Services from Singapore Institute Of Management.
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