Manulife Financial Advisers Pte Ltd

At Manulife Financial Advisers, we are committed to putting our clients’ needs first.

Our clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs.

Backed by Manulife, a leading Canadian-based financial services group with principal operations in Asia, Canada and the United States, we are well-positioned to offer distinctive advantages with the flexibility of a financial advisory firm, as well as the strong governance and financial backing of an international financial services group.

Based in Singapore, Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS).

As one of the most dynamic financial advisory firms in Singapore, we have grown from a united team of 200 in 2015 to a current 1500-strong team. Our vision is to be the most professional financial advisory firm in Singapore and the region, with financial services consultants that place their clients’ needs at the centre of everything they do.

Driven by a mission to provide professional advice and customised financial solutions, we focus on placing our clients' needs and interests first. We strive to become the most trusted and reputable financial advisory firm in Singapore, recognised for our quality advice and service which will enable us to enrich the lives of many in years to come.

Visit us at https://manulifefa.com.sg/ for more details.

Senior Vice President

Summit Planners Optimus Pte Ltd

Inspired by an extraordinary vision and created in December 2000, Summit Planners is an avant-garde organisation that works in conjunction with professionals and institutions to provide clients with business and financial solutions.

At Summit Planners, we strive to provide our clients with customised solutions from our suite of services to match not only the size of their organisation, but also their ambitions. From sole proprietorships to corporations, and from individuals to families, their trust in our services and our partners have enabled us to grow from strength to strength.

We know what it is like to pursue a dream. For a dream to have a chance to come true, one needs a Plan. At Summit Planners, one can count on us to help achieve those goals in life, and plan the route towards the summit.

AIA Singapore

Professional Servcies Renedered
* Recruiting and Training of Financial Services Consultants and Managers
* Financial Health Review and Advise
* Marketing of Life Insurance, Investment-Linked Products, General Insurance and Accident & Health Plans

Career 
* Dec 1st 2001 - Financial Services Consultant
* Dec 1st 2005 - Financial Services Unit Manager
* June 2012 - Financial Services Associate Director
* Dec 1st 2012 - Financial Services Director

Achievements (Self & Spouse)
* 2014 - Top New Quality Recruiter FSAD
* 2013 - Top FSC - Highest FYC in RP ILP 
* 2003, 2004, 2008, 2013, 2017, 2019, 2022 - Million Dollar Round Table
* 2011, 2013, 2014, 2015, 2016, 2017, 2019, 2022 - High Net Worth Prestige Club
* 2012, 2016 - AIA Million Dollars Club (Gold)
* 2003, 2008, 2015, 2019 - AIA Superstar Club
* 2009, 2011 - AIA Shining Star
* 2013, 2017, 2022 - AIA Centurion Club/ AIA Centurion Star Club

Agency Leader

PRIMARK (DATASTREAM) SINGAPORE PTE LTD

PROVIDING HISTORICAL INFORMATION ON MACRO-ECONOMICS, GLOBAL EQUITIES AND CONCENSUS FORECAST ON ESTIMATES (IBES) TO FUND MANAGERS, ANALYSTS AND RESEARCHERS OF THE FINANCIAL INVESTMENT COMMUNITY

ACQUIRED BY THOMSON FINANCIALS (NOW THOMSON REUTERS) IN 2000 (approximately)

SALES MANAGER, SINGAPORE

Joining the Financial Planning Industry gave me the opportunity to transform my Career into a Business. Representing Multiple Brands and Products allow me to provide Optimum Security through Financial planning, as well as to Optimize our Client's Personal Wealth and with Legacy. I get to meet wonderful people from all walks of life. I hire some of the most fantastic individuals who play integral roles in helping US achieve our VISION:  To provide Clients with Professional Advice and Customised Financial Solutions with the Focus on placing Clients' Needs and Interests First. OPTIMUS - Best, Best For Clients.

Offering Financial Health Review and Advise 
Recruitment and Training of Financial Planners and Managers.

If this interests you, contact me at +65 9048 1103 or Serhai.sim@manulifefa.com.sg

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