Phoebe Chen

Phoebe Chen Email and Phone Number

๐Ÿ‘‰๐Ÿป If you have grown because of someone, help someone else to grow. @ Advisors Alliance Group
singapore, singapore
Phoebe Chen's Location
Singapore, Singapore
Phoebe Chen's Contact Details

Phoebe Chen work email

Phoebe Chen personal email

n/a
About Phoebe Chen

๐Ÿ‘‰๐Ÿป Private Wealth Manager ๐Ÿ‘‰๐Ÿป Senior Director ๐Ÿ‘‰๐Ÿป Estate & Succession Practitioner๐Ÿ”ฅ 8th Runner-up, Top Associate Director 2020๐Ÿ”ฅ Million Dollar Round Table Unit 2021 (Ruby)๐Ÿ”ฅ AIA FA Pinnacle Club 2022 and 2021 (Unit)๐Ÿ”ฅ AIA FA Prestige Titanium Club ๐Ÿ”ฅ AIA High Net Worth Prestige Club (Personal Wealth Manager)๐Ÿ”ฅ International Dragon Award 2021 and 2022 โ€“ Bronze Dragon Award (Manager Category)๐Ÿ”ฅ International Dragon Award 2022 โ€“ Bronze Dragon Award (Agent Category)๐Ÿ”ฅ 100 IDA Team Award 2021 and 2022๐Ÿ”ฅ Singapore Management Awards 2020 and 2021 - Silver๐Ÿ”ฅ Asia Pacific Financial Services Awards 2022 - APFinSa Award (Agent Category)๐Ÿ”ฅ Asia Pacific Financial Services Awards 2022 - APFinSa Leadership Award Diamond (Leader Category) ๐Ÿ”ฅ Associate Estate Planning Practitioner (AEPPยฎ๏ธ)๐Ÿ”ฅ Associate Financial Planner (AFP)Read More โ–ถ๏ธ https://linktr.ee/phoebe.chen Financial Independence | Working Women | Retirement Planning l Estate Planning |

Phoebe Chen's Current Company Details
Advisors Alliance Group

Advisors Alliance Group

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๐Ÿ‘‰๐Ÿป If you have grown because of someone, help someone else to grow.
singapore, singapore
Employees:
316
Phoebe Chen Work Experience Details
  • Advisors Alliance Group
    Senior Director
    Advisors Alliance Group Jul 2023 - Present
    Singapore
  • Advisors Alliance Group
    Director
    Advisors Alliance Group Jul 2021 - Jun 2023
    Singapore
  • Advisors Alliance Group
    Associate Director
    Advisors Alliance Group Mar 2019 - Jun 2021
    Singapore
  • Advisors Alliance Group
    Senior Financial Consultant
    Advisors Alliance Group Nov 2017 - Feb 2019
    Singapore
  • Advisors Alliance Group
    Financial Consultant
    Advisors Alliance Group Jun 2015 - Oct 2017
    Singapore
  • Preceptsgroup International
    Estate Planning Practitioner
    Preceptsgroup International May 2020 - Present
    Singapore
    Bring the future into the present so that you can do something about it now.- Comprehensive estate planning - Will writing - Living trust- Lasting power of attorney
  • Asia Dive Academy Pte Ltd
    Digital Marketing Executive
    Asia Dive Academy Pte Ltd Jul 2014 - Dec 2014
    - SEO for company websites- Content creation / blogposts / newsletter- Content management for company websites- Execute marketing campaigns- Facebook Marketing - Adhoc duties assigned by Marketing Managers / Sales Managers- Conduct PADI Open Water theory classes / pool sessions / open water dives
  • Marketone International
    Associate Program Manager
    Marketone International Jan 2014 - May 2014
    Singapore
    -Run demand generation campaigns for IBM, SAP, Google AdWord, Google Enterprise, Netapp, VMware, Progress Software, Polycom, Akamai, QlikTech and other well-known IT companies. -Work closely with Account Executives / sales team to understand the clientsโ€™ business objectives, requirement and expectations. -Deliver projects in a timely manner within the budget given. -Prepare weekly status report, project timelines, and post-project reviews with the clients. -Coordinate the team during the execution of the projects, facilitate kick-off trainings and program meetings (before, during and after the project) -Create calling scripts / calling guide depending on the type of campaign-Collate feedback and business intelligence analysis from the team and share with clients. -Frequent communication with the team on project related matters, corrective actions to be taken immediately if objectives / targets were not met. -Motivate the team to reach their goals / targets.-Partner management. follow up sales progress and ensure partners engaging leads in an active manner. -Weekly / monthly cadence catch up with clients as well as their partners. -Conduct training with new hires.-Allocate work hours for the team -Work closely with other Program Managers / Analysts to execute Global projects-Any other ad-hoc duties assigned by APAC Operation Manager / VP APAC.
  • Marketone International
    Sales & Marketing Analyst
    Marketone International Jun 2012 - Dec 2013
    Singapore
    -Conduct research and develop lead opportunities for the clientsโ€™ services or solutions over the phone.-Work on various campaigns such as Contact Discovery, Lead Generation, Event recruitment, Event --Follow-up and Profiling -Responsible for inbound / outbound calls.-Call into countries such as Singapore, Malaysia, Indonesia, Thailand, India, Pakistan, China, Hong Kong and Taiwan. -Conduct cold calling to hunt for the right decision maker within the organization.-Identify the business pain points and challenges. -Compile the necessary information into reports and send over to the clients.-Deliver the projects in a timely manner.-Prepare weekly project status and keep client updated on the project status-Weekly call update with clients-Conduct training with new hires-Any other ad-ho duties assigned by Operation Managers / Program Manager
  • Gorica Asia Pte Ltd
    Project Executive
    Gorica Asia Pte Ltd Apr 2010 - Apr 2012
    Singapore
    - Executed more than 30 awarded projects.- Coordinated the construction of approximate 200 sites.- Liaise with relevant parties ( such as clients, managing agents, sub-contractors, suppliers etc) to ensure project is completed in a smooth and timely manner.- Prepare/submit progress report and monthly progress claim.- Prepare tax invoice using MYOB.- Responsible for project daily, weekly and month progress and other reporting as required.- Prepare tender presentation and assist in tender submission.- Purchase raw material from local supplier and ensure delivery in orderly manner.- Liaise with overseas supplier and coordinate with import/export operations to ensure smooth delivery of shipment.- Prepare Telegraphic Transfer and Letter of Credit for overseas supplier

Phoebe Chen Skills

Risk Management Estate Planning Retirement Planning Wealth Management Financial Planning Health Insurance Personal Accident Life Insurance General Insurance Insurance Lead Generation Marketing Strategy B2b Marketing Web Analytics Demand Generation Email Marketing Digital Marketing Analytics Database Marketing Marketing Automation Integrated Marketing Google Analytics Marketing Communications Multi Channel Marketing Direct Marketing Market Research Omniture Online Advertising Ppc Social Media Marketing Online Marketing Scuba Diving Padi Management Personal Financial Planning

Phoebe Chen Education Details

Frequently Asked Questions about Phoebe Chen

What company does Phoebe Chen work for?

Phoebe Chen works for Advisors Alliance Group

What is Phoebe Chen's role at the current company?

Phoebe Chen's current role is ๐Ÿ‘‰๐Ÿป If you have grown because of someone, help someone else to grow..

What is Phoebe Chen's email address?

Phoebe Chen's email address is ph****@****ife.com

What schools did Phoebe Chen attend?

Phoebe Chen attended Nanyang Technological University, Tampines Junior College.

What are some of Phoebe Chen's interests?

Phoebe Chen has interest in Travelling, Animal Welfare, Scuba Diving.

What skills is Phoebe Chen known for?

Phoebe Chen has skills like Risk Management, Estate Planning, Retirement Planning, Wealth Management, Financial Planning, Health Insurance, Personal Accident, Life Insurance, General Insurance, Insurance, Lead Generation, Marketing Strategy.

Who are Phoebe Chen's colleagues?

Phoebe Chen's colleagues are Francis Sim, Ong Shi Ting, Nadia Khalid, Yichou Han, Licia Loh, Jaye Ng Jl, Joycelyn Fung.

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