Keef Wong

Senior Financial Services Manager

MAS Rep No: WYM100041581

Languages: English, Mandarin

Industry Experience: 20 years

ABOUT ME

With almost 2 decades of experience in the Financial Services industry, he understands that the responsibilities of a practioner extends beyond that of just having professional knowledge and providing financial advice. He believes that a lifetime commitment to service is the core value that every practitioner must engrave within, because what matters most is the journey and process of growing together with the people that have entrusted their finances and future to him. During his practice, he has served more than 200 families, integrating both personal and professional elements in his blend of advisory. He has also conducted trainings, seminars and webinars, as well as the writing of articles, focusing on financial education and literacy.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • 2024 Rising Star Award (Champion)
    (2025)
  • 2024 Top Team Manager (Unit Trust)
    (2025)
  • 2024 MDRT Qualifying
    (2025)
  • 2023 Top Achiever (Unit Trust) Champion
    (2024)
  • 2023 Top Team Manager (Unit Trust)
    (2024)
  • 2023 MDRT (Court of the Table)
    (2024)
  • Excellent Service Award (Silver)
    (2024)

GET IN TOUCH

TESTIMONIALS

READS AND EVENTS

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