Ivy Wong

ivy

IVY WONG

Financial Services Consultant
B. B.A. (HONS)
DIP. HOSP. TOUR.

Joined AIA in 2015
SP – KEVINTOH – WIN
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ABOUT IVY

Ivy started out in the financial services industry after 3 years as a Travel Consultant in a bespoke travel company providing highly personalised and meticulous holiday planning. Armed with a Business degree from NTU, she decided to take the soft skills honed and her love for face to face consulting work, to a higher level – she joined the bank in 2014 as a relationship manager. However, she soon became disillusioned with the largely transactional nature of the consumer banking sector. Convinced that time and effort spent on building relationships with her clients is the key to a sustainable, thriving business, Ivy left.

Ivy’s determination to continue helping people with their risk management and wealth accumulation needs, landed her in Win Advisors, AIA. It was the personal touch, the sincerity and generosity in the way she witnessed her mentor interact with both clients & team members that Ivy could firmly identify with. The time flexibility as a financial consultant also allowed her to strike a better balance between work and family commitments. With harmony, brings focus to achieve excellence in whatever she does, and Ivy has not looked back since.

“To be successful in a profession or in business, to become wealthy, cannot be compared to making the lives of your fellow men better. This can bring immense satisfaction.” These golden words from Singapore’s founding father, the late Mr Lee Kuan Yew, keeps Ivy grounded in what ultimately matters most – to have a purposeful career that value adds to the people around her.

COMPANY ACHIEVEMENTS

S/No Achievements Qualification Years Count
1 CAREER AGENT BENEFIT 2016, 2017 2
2 MILLION DOLLAR CLUB GOLD 2017 1
3 RISING STAR 2016 1