Ibfa Ken Wee Phua
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St Andrew's Junior College
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FlashIntel GPT
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FlashIntel GPTIbfa Ken Wee Phua is an Associate Director with 13.4 years of experience in financial planning, advisory, and retirement planning. Based in Singapore, he specializes in Microsoft Excel, estate planning, and life insurance. With a strong background in wealth management and asset allocation, Ibfa has worked at AXA in France as a Financial Services Director and at Rockwills International Group in Malaysia as a Franchisee. He is skilled in customer service and strategic financial planning, making him a valuable asset in the field of finance and insurance.
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Associate Director | Embracing Teamwork, Leveraging Technology and Nurturing Team Success
Work Experience
Financial Services Director
Insurance
Ibfa Ken Wee Phua's Professional Milestones
- Franchisee (2010-05-01~): Expanding market presence in France through strategic partnerships and market penetration.
- Financial Services Director (2020-02-01~): Establishing strategic financial relationships to optimize performance and drive business growth.
Education
Skill
Financial Planning
Financial Advisory
Retirement Planning
Microsoft Excel
Estate Planning
Life Insurance
Wealth Management
Retirement
Microsoft Office
Wealth Accumulation
Personal Financial Planning
Critical Illness
Income Protection
Microsoft Word
Asset Allocation
Investment Advisory
Customer Service
Pensions
Strategic Financial Planning
Wealth
Management
Finance
Insurance
Certification
Colleagues
Other Named Ibfa Ken Wee Phua
Frequently asked questions
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Ibfa Ken Wee Phua works for AXA
Ibfa Ken Wee Phua's role in AXA is Financial Services Director
Ibfa Ken Wee Phua works in the industry of Insurance
Ibfa Ken Wee Phua's colleagues are brahmma raj,luc beguin,Paula Lira
Ibfa Ken Wee Phua's latest job experience is Financial Services Director at AXA
Ibfa Ken Wee Phua's latest education in St Andrew's Junior College
