Director
Current
Aug 2023 - Present
AeroLeads people directory · profile
Jaydee Quek Email & Phone Number
CFP, ChFC/S, MDRT Leader, Consultant Builder
at
AIA Financial Advisers
LinkedIn matched
3 data sources
Profile completeness 100%
Current company
Role
CFP, ChFC/S, MDRT Leader, Consultant Builder
Location
Singapore, Singapore, Singapore
Who is Jaydee Quek? Overview
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Quick answer
Jaydee Quek is listed as CFP, ChFC/S, MDRT Leader, Consultant Builder at AIA Financial Advisers, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Jaydee Quek.
Jaydee Quek previously worked as Director at Aia Financial Advisers and Certified Financial Planner at Aia. Jaydee Quek holds Business Administration And Management, General from Harvard University.
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AIA Financial Advisers
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Profile bio
About Jaydee Quek
When Jaydee started as a financial services consultant, he showed a keen acumen towards Comprehensive Financial Planning. In order to better himself with the appropriate skills and knowledge, he obtained the CFP®️ accreditation, so as to allow him to better equip his clients with holistic wealth management principles. He is able to advise professionals in the essential keys to building a safety net for financial security. This involves - Investment Advisory, Retirement Planning, Trust and Estate Planning. Both business owners and their businesses need to be adequately covered, and he believes that risk management can be devised in a systematic and structured manner. He is thankful for the opportunity, in which he was invited to Chengdu, China in year 2014 to speak on succession planning for business owners. As someone who recognizes great opportunities when he stumbled into one, Jaydee actively seeks like-minded investors and entrepreneurs. With some luck, he has brokered business deals, with a total valuation of more than S$5 million collectively.. As a Director of CO Wealth Organization, Jaydee is passionate about his vision and dreams. Leading passionate individuals has been Jaydee's heartbeat since day one. His mission for his team is to be a voice in the marketplace. He wants to serve professionals and business owners with utmost excellence, thus empowering like-minded passionate individuals to earn success and recognition in the industry.
Listed skills include Wealth Management, Insurance, Life Insurance, Retirement Planning, and 17 others.
Current workplace
Jaydee Quek's current company
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3 roles · 13 years
Jaydee Quek work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
CurrentThe key to excellence is an on going quest for knowledge, for the purpose of serving clients in a more effective manner. As the market changes, it is imperative that Jaydee endorses adaptability in order to serve the market better."The CERTIFIED FINANCIAL PLANNER (TM) or CFP® certification will be gained by certain individuals who have demonstrated.
Mar 2008 - Present
Financial Services Manager
CurrentAs the leader of Victoire Assembly, Jaydee has proven that he has the relevant track record to lead his team to greener pastures. His desire is to lead a team of young individuals, empowering them to success. His mentor, Mr Christopher Ong, has been in the industry for more than 20 years, with a string of achievements under his belt.
2013 - Present
~13 yrs 4 mos
2 education records
Jaydee Quek education
Business Administration And Management, General
Education record
Victoria School
FAQ
Frequently asked questions about Jaydee Quek
Quick answers generated from the profile data available on this page.
What company does Jaydee Quek work for?
Jaydee Quek works for AIA Financial Advisers.
What is Jaydee Quek's role at AIA Financial Advisers?
Jaydee Quek is listed as CFP, ChFC/S, MDRT Leader, Consultant Builder at AIA Financial Advisers.
Where is Jaydee Quek based?
Jaydee Quek is based in Singapore, Singapore, Singapore while working with AIA Financial Advisers.
What companies has Jaydee Quek worked for?
Jaydee Quek has worked for Aia Financial Advisers and Aia.
How can I contact Jaydee Quek?
You can use AeroLeads to view verified contact signals for Jaydee Quek at AIA Financial Advisers, including work email, phone, and LinkedIn data when available.
What schools did Jaydee Quek attend?
Jaydee Quek holds Business Administration And Management, General from Harvard University.
What skills is Jaydee Quek known for?
Jaydee Quek is listed with skills including Wealth Management, Insurance, Life Insurance, Retirement Planning, Wealth, Financial Planners, Risk Management, and Estate Planning.
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