Winston Khoo

Winston Khoo Email and Phone Number

Digital Financial Photographer at Financial Alliance Pte Ltd @ Summit Planners Pte Ltd
Singapore
Winston Khoo's Location
Singapore, Singapore, Singapore
Winston Khoo's Contact Details

Winston Khoo personal email

About Winston Khoo

Helping people enjoy life and grow their income by managing their finances, insurance + investmentsI believe in the art of keeping things simple, especially finances.After more than a decade of working within the financial sector, I’ve learned the best way to approach life and finance is to enjoy everyday pleasures and to take easy steps to managing and growing finances – whether its insurance plans, finding a suitable mortgage loan or putting together an investment portfolio. With a degree in IT, a background in banking, and a passion for connecting with people, my approach to wealth management is equally personal, practical, and high-tech. I believe in being honest and helpful at all times, and leveraging technology to streamline the process. I work with people on what they are comfortable with rather than pushing an agenda. It comes down to helping people reach their financial goals, whether its buying a house, planning for retirement, making sure they’re protected from events beyond their control, getting into the property market or making sure they protect their wealth.While I’m not advising, you can find me taking photos, travelling and appreciating the simple things on Instagram.

Winston Khoo's Current Company Details
Summit Planners Pte Ltd

Summit Planners Pte Ltd

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Digital Financial Photographer at Financial Alliance Pte Ltd
Singapore
Website:
summitplanners.com
Employees:
169
Winston Khoo Work Experience Details
  • Summit Planners Pte Ltd
    Summit Planners Pte Ltd
    Singapore
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  • Financial Alliance Pte Ltd
    Senior Financial Advisory Manager
    Financial Alliance Pte Ltd Apr 2012 - Present
    Singapore
    This is my current position at Financial Alliance, an award-winning Independent Financial Advisory Firm. With Financial Alliance, I leverage my background in banking, IT and wealth management to offer clients honest, unbiased and meaningful financial advice that spans estate planning, mortgage loan advisory, insurance and retirement planning. I have helped hundreds of clients find security and peace of mind by listening to their needs and goals, and creating a strategy or approach that they are comfortable and aligned with. Trust, kindness and reliability are my core values and what I’m known for.Consistent awards for the last 5 years: • Financial Alliance Quality Class (FAQC) Award, • FAQC Prestige Award (2012) • FAQC Merit Award (2013, 2014, 2015)sory
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  • Financial Alliance Pte Ltd
    System Specialist
    Financial Alliance Pte Ltd Jan 2021 - Present
    Singapore
    I help financial consultants to embark on the company's developed technology to enhance the individual work processes. The main aim is to encourage financial consultants to use digital tools to increase their service level to their clients.
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  • Uob Bank Ltd
    Senior Business Financial Manager
    Uob Bank Ltd Apr 2011 - Apr 2012
    Singapore
    United Overseas Bank (UOB) is a leading bank in Asia with a global network that works on both an individual and business level.My role focused on SME and business development, helping companies to finance their business growth while maintaining a healthy cash flow and sourcing credit facilities and resources. I became specialised in growth and investment, business loans and credit, trade finance, government assisted schemes and business insurance while understanding high level and complex business needs and systems – all which serve me to this day.
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  • Anz
    Mortgage Specialist
    Anz Oct 2010 - Jan 2011
    Singapore
    Australia and New Zealand Banking Group (ANZ) is the largest banking group in New Zealand and Pacific one of the top 50 banks in the world. My role as a mortgage specialist for consumer banking consisted of profiling client needs while building alliances and long-term client relationships. It taught me the intricacies of mortgage planning, sourcing competitive rates, and budget planning so families and individuals can comfortably manage their finances. The knowledge I gained from this role allows me to provide comprehensive mortgage loan advisory to my financial advisory services.
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  • Dbs Bank
    Home Advice Specialist
    Dbs Bank Jul 2007 - Jan 2011
    Singapore
    The Development Bank of Singapore (DBS) is a multinational banking and financial services corporation in Asia. During my time with DBS, one of my proudest achievements was innovating a process to streamline the management system, helping to save time and improve client experience. My solution was presented to company management and became a bank-wide initiation. Enhancing user experience and finding ways to be more efficient is one of my passions. In this role I also built partnerships and collaborations with property agents to best serve clients with their individual mortgage needs.
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  • Boon Software Consulting Pte Ltd
    Analyst - Presales, Business Process
    Boon Software Consulting Pte Ltd Oct 2006 - Jul 2007
    Singapore
    Boon Software is the ASEAN Market Leader for Logistics Execution computing solution. This role gave me a bird’s eye view logistical challenges and solutions for various industries. I enjoyed looking at how information flows between departments and businesses and how software can enhances processes and create efficiency. Along with my background in IT, this position had a significant influence on me. I learned to think through every process and to empathise with how clients and end users feel. Today, I believe in leveraging and implementing tech solutions to improve my workflow and my clients’ convenience.
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Winston Khoo Skills

Banking Investments Finance Strategic Financial Planning Risk Management Credit Insurance Financial Advisory Loans Business Process Improvement Strategy Financial Planning Business Development Credit Analysis Mortgage Lending Mortgage Banking Commercial Banking Commercial Mortgages General Insurance Information Management Information Systems Commercial Insurance Investment Planning Early Retirement Planning Fixed Income Investment Planning Credit Assessment Medical Insurance Wealth Equalization Wealth Enhancement Wealth Preservation Wealth Transfer And Distribution Wealth Management Customer Relationship Management Portfolio Management Retirement Planning Sales Financial Services Management

Winston Khoo Education Details

Frequently Asked Questions about Winston Khoo

What company does Winston Khoo work for?

Winston Khoo works for Summit Planners Pte Ltd

What is Winston Khoo's role at the current company?

Winston Khoo's current role is Digital Financial Photographer at Financial Alliance Pte Ltd.

What is Winston Khoo's email address?

Winston Khoo's email address is kh****@****ail.com

What schools did Winston Khoo attend?

Winston Khoo attended Qut (Queensland University Of Technology), Ngee Ann Polytechnic, Seletar Institute, Whitley Secondary School, Chong Boon Primary School.

What are some of Winston Khoo's interests?

Winston Khoo has interest in Science And Technology, Social Services, Education, Health.

What skills is Winston Khoo known for?

Winston Khoo has skills like Banking, Investments, Finance, Strategic Financial Planning, Risk Management, Credit, Insurance, Financial Advisory, Loans, Business Process Improvement, Strategy, Financial Planning.

Who are Winston Khoo's colleagues?

Winston Khoo's colleagues are Terence Koo, Jordan Tan Yong Liang, Zon Ong, Angeline Teh, Leonard Lim, Reyna N, Lek Calvin.

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