The most powerful leadership tool is your own personal example. Leadership is not position or title. It’s action and example.
KOH POO KWEE (PK)
1st RUNNER-UP, TOP EXECUTIVE DIRECTOR 2022
ASCENDANCE WEALTH MANAGEMENT GROUP
Being born into a humble family has taught me how to work hard in life, and I have been working since I was 13. Over the years, I have held onto the belief that learning never stops, which has led me to attain a double degree in Business and Accounting from Nanyang Technological University, and continually improve myself subsequently through courses and programmes.
With a passion for teaching and sharing with the people around me, I enjoy educating others about anything related to finance and insurance. In my 8 year-long career thus far, I have been a Million Dollar Round Table member and International Dragon Award (“IDA”) winner for 2 consecutive years in 2019 and 2020. I was also part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award 2019. On top of that, I am a member of AIA Financial Advisers Prestige Platinum Club 2020 and had been recognised by Financial Services Managers Association at Singapore Management Awards 2019 as one of the Silver (Direct) awardees.
Have a heart for people.
A financial consultant must have a heart for people and, on top of your competency. A financial consultant with a heart for people will be able to genuinely care for his clients and recommend the most suitable strategies for his clients in their best interest, while competency ensures that the recommendations made are comprehensive and most efficient in helping clients achieve their goals.
Aiming for the stars.
My biggest goal as a financial consultant is to be able to positively impact at least 10,000 lives throughout my career. This includes my clients who trust me, and also my fellow associates who decide to embark on this journey along with me.
Be reliable.
Clients see you as a pillar of support when times get tough, and that’s why beyond having integrity, competency and compassion, a financial consultant must also be reliable, consistent and professional.
Clubs & Awards
top awards
1ST Runner-up
TOP EXECUTIVE DIRECTOR
2022
TOP RECRUITER AWARDS
Top Recruiter
Executive Director (Organisation Level)
2022
HIGHEST ORGANISATION AFFLUENT ANP
1st Runner-up
Executive Director
2022
TOP MDRT ORGANISATION
1st Runner-up
2022
Awarded to
Koh Poo Kwee
2023
Awarded to
KOH POO KWEE
Qualifying Member Of The
Million Dollar Round Table
2024
Accolades
1st Runner-up, Top Executive Director 2022
Top Recruiter Executive Director (Organisation Level) 2022
1st Runner-up Executive Director, HNW Prestige Club Awards (Highest Organisation Affluent ANP) 2022
1st Runner-up Organisation, Highest Number of Registered MDRT Members 2022
Million Dollar Round Table Unit (Ruby) 2021
Top Recruiter Senior Director 2020
AIA FA Pinnacle Club (Platinum Organisation) 2023
AIA FA Pinnacle Club (Gold Unit) 2022
AIA Centurion Club 2022, 2021 and 2019
AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2022
AIA FA Pinnacle Club (Unit) 2021
AIA FA Prestige Club (Platinum) 2020
Court of the Table 2022
International Dragon Award – Silver Dragon Award (Manager Category) 2022
International Dragon Award – Bronze Dragon Award (Agent Category) 2022, 2021, 2020 and 2019
100 IDA Team Award 2022, 2021, 2020 and 2019
Singapore Management Awards 2019 – Silver Direct Award
Top 10 Finalist for Financial Planner Award 2018 (Financial Advisory – Open Category)
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC®/S)
Chartered Life Underwriter (CLU®/S)
Associate Estate Planning Practitioner (AEPP®)
Associate Specialist in Estate Planning (ASEP®)
Institute of Banking and Finance Advanced (IBF Advanced)
Chartered Accountant (Singapore) (CA)
Certificate in Retirement Adequacy Planning (Cert. REAP)
Bachelor of Business (Hons) in Finance
Bachelor of Accountancy (Hons)
TESTIMONIALS
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