James Poon

Financial Services Director

MAS Rep No: PTL200196813

Languages: English, Mandarin, Bahasa

Industry Experience: 19 years

jamespoon@phillip.com.sg

ABOUT ME

James Poon is an Insurance & Employee Benefits Specialist who is passionate in advising companies on how to manage business risks and implement insurance solutions. He is known to be professional, ethical, efficient, meticulous and knowledgeable in insurance. James leads a team of experienced insurance advisers and together with his team, he helps SMEs and MNCs on their insurance needs including Employee Benefits, Work Injury Compensation (WIC), Professional Indemnity (PI), Cyber & Data Protection Insurance, Marine Cargo Insurance, etc. He assisted more than 100 companies to structure & implement insurance solutions.

MY PROFESSIONAL SERVICES

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

Other Specialties

Employee Benefits Insurance
Professional Indemnity (PI)
Cyber Insurance
Keyman Insurance

General Insurance

With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

MY ACHIEVEMENTS

Million Dollar Round Table (MDRT) Qualifying Member / Life Member
(2007-2022)
Phillip Securities - Top Achiever (General Insurance) Runner-Up
(2022)
QBE - Top GWP Financial Advisory Producer
(2022)
Phillip Securities - Rising Star (General Insurance) Award
(2019)
Nexus Financial Services - Top Unit Manager of the Year & Producer of the Year 2nd Runner Up
(2016)
Zurich Life Singapore - Top Producer (Protection Sales) Award
(2013)
Prudential - Silver Premier Award
(2009)
Prudential - Star Club Award
(2007-2011)