TAN JUN SING

JUNXIONG-WFG ORGANISATION
WINFINANCIAL GROUP

I embarked on my journey as a financial consultant in July 2016, starting as a student advisor. My motivation stemmed from recognising the glaring lack of financial education among youths during my own schooling in Singapore. This observation sparked a passion in me to elevate financial literacy among young adults.

Over the years, my commitment has deepened as I’ve expanded my outreach through workshops and authored books on financial education. I’m also in the process of completing the Chartered Financial Analyst (CFA) program, which represents one of the highest distinctions in the investment management profession.

Reflecting on my career, the most rewarding aspect has been the relationships I’ve built with over 10,000 individuals I’ve met. Witnessing the milestones in their lives — from completing national service and education, to starting careers, getting married, and having children — has been incredibly fulfilling. I often joke with my clients that I’ve known them longer than they’ve known their partners!

What keeps me driven is the impact I can make through financial planning. Knowing that my advice helps clients prepare for retirement and life’s unexpected challenges provides a strong sense of purpose and satisfaction. My passion for this work means that motivation comes naturally, fuelled by the joy of helping others.

In this profession, trustworthiness is indispensable. It forms the foundation of strong client relationships, ensuring that they feel secure and confident in following the financial advice provided. Keeping client information private and maintaining honesty are paramount to fostering trust and long-term partnerships.

For those considering a career in financial advisory, I emphasise the importance of interpersonal skills. While financial knowledge is crucial, the ability to build relationships through effective communication, listening, and empathy is equally vital. Be prepared for the dedication it takes to build a client base and establish oneself in the industry, which often requires long hours, especially during the early stages of your career.

In recruitment, I prioritise empathy in potential financial consultants. Understanding and sharing the feelings of others is essential for building trust and effectively meeting clients’ needs. An empathetic consultant can provide tailored advice that resonates with clients’ personal experiences and aspirations, enhancing satisfaction and engagement in the financial planning process. This emotional intelligence is key to developing meaningful connections that lead to successful outcomes in our field.

Accolades

4th Runner-up, Top Financial Consultant 2023

AIA Centurion Club 2024

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024

Court of the Table 2024

Certified Financial Planner™

TESTIMONIALS

Harshana

Leo was highly responsive in his messages and introduced me to the foundation of financial planning. He was very knowledgeable and patient in responding to all my queries. As someone who had no prior knowledge to investments and retirement plans, Leo had been a great source of guidance and explained various aspects in a kind, enriching manner. I would truly recommend him to anyone who is looking to gain more knowledge and find out more about financial planning and how to make their savings grow.

Vincent

Leo is great financial mentor whom gives his all in everything he does. He offers new insights and fresh perspectives on the topics at hand. Leo’s professionalism also ensures only high quality information and feedback is given. All in all, Leo is someone whom you can put your trust in.

Jace

I was referred to Leo by a mutual friend, and found him to be a highly competent and responsive consultant from the beginning. He did a financial review of my current portfolio before coming up with a comprehensive financial plan for me which I found to be helpful and can see myself sticking to. Appreciate the frequent updates too.

Parthiban

I have known Leo for the past 4 years. Super hardworking and dedicated in his job, Leo will constantly check on us and update on new plans that suits our needs. He goes over and beyond in his service and is genuine, being more of a friend than an agent.

Deshawn

With Leo’s concise and detailed explanation, I am confident that he knows his stuff well and will do his very best for his clients. His foresight into the longer term, accompanied with his stellar performance within AIA, will also be an advantage in helping his clients achieve financial freedom with lesser hassle.

Get in Touch

I look forward to your enquiries and appointment.
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Email

connect@aiafa.com

Phone

1800 248 8000

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