Bilingual (English & Chinese) Master Sales Training Professional, with over 20 years of successful financial sales, marketing, training and management experience.

 

Background includes banking management, sales management as Deputy Head Of Retail Banking for Bank of China, Singapore Branch and Master Wealth Trainer of Eastspring Investments Berhad Prudential.

 

Having worked professionally in Singapore and Malaysia, Joe can provide great insights on the ever changing financial landscape, especially in the insurance and unit trust industry in these countries.

 

Joe’s training is motivating and inspires participants to engage in the learning journey. Joe is a master at simplifying the sales process with numerous day to day example to illustrate complex theories and concepts, thus shortening the learning curve.

 

Joe seeks to inspire and to educate financial advisors to better understand in simple manner, all the complex theories and requirements of wealth management, life insurance, financial products and financial planning.